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Family Asset Solutions
A specialized service by Finmoves

Managing family assets is often more complicated than people expect.

A missing nominee. An old dormant bank account. Investments nobody knows about. Property papers that need transfer. Insurance claims stuck in process. Children living abroad trying to manage everything remotely.

That’s where Family Asset Solutions comes in.

We help families organize, transfer, recover, and streamline financial and legal assets — smoothly, confidentially, and with complete handholding. Our services are designed to reduce stress, avoid delays, and bring clarity during important family transitions.

What We Do

Legacy & Will Planning

We help individuals and families create clear, legally structured wills and legacy plans so assets are distributed smoothly and family disputes are minimized.

This includes:

  • Will drafting and review 
  • Asset distribution planning 
  • Nomination alignment 
  • Family settlement guidance 
  • Updating existing wills and records
Will Execution & Probate Support

Creating a will is only the first step. We also help families execute the process after the demise of a loved one.

We assist with:

  • Executor coordination 
  • Probate support 
  • Documentation and filings 
  • Beneficiary assistance 
  • Coordination with legal professionals where required
Family Property Transfer & Settlement

Property transfers within families can become emotionally and legally complicated. We help simplify the process.

Support includes:

  • Gift deeds, release deeds & partition arrangements 
  • Property document verification 
  • Registration and mutation support 
  • Family settlement structuring 
  • Coordination with authorities and professionals
Loan Settlement & Closure

We assist families in resolving ongoing or delinquent loans in an organized and practical manner.

Services include:

  • One-Time Settlement (OTS) assistance 
  • Negotiation support with banks/NBFCs 
  • Loan closure documentation & NOCs 
  • Guidance on credit impact and compliance
Dormant & Deceased Bank Account Resolution

Many families discover old, inactive, or inaccessible bank accounts after years. We help recover and regularize them.

We assist with:

  • Activation of dormant accounts 
  • Claims for deceased account holders 
  • Retrieval of unclaimed deposits 
  • Nominee and legal heir documentation 
  • Coordination with banks
Insurance Claim Assistance

Insurance claims often become difficult exactly when families need support the most.

We help with:

  • Life and general insurance claim processing 
  • Documentation and filing 
  • Follow-ups with insurers 
  • Claim tracking and resolution support
Mutual Funds, Shares & Investment Transfer

Financial investments are frequently scattered across platforms and generations. We help families consolidate and transfer them efficiently.

This includes:

  • Redemption of mutual funds 
  • Transfer/transmission of shares and demat holdings 
  • Recovery of unclaimed dividends 
  • KYC and compliance updates 
  • Portfolio consolidation support
Portfolio Review & Compliance Advisory

Many families are unaware whether their insurance and investments are properly aligned for future transfer and compliance.

We review:

  • Insurance coverage and nominee status 
  • Mutual funds, shares, bonds and investments 
  • Ownership and succession alignment 
  • KYC, PAN and FATCA compliance 
  • Unclaimed or inactive investments 
  • Overall family asset structuring
NRI & Cross-Border Asset Support

Today, many Indian families have children or siblings settled abroad. Managing Indian assets remotely can be challenging.

We support NRIs and overseas families with:

  • Documentation for overseas heirs 
  • Power of Attorney structuring 
  • Property transfer and inheritance support 
  • End-to-end execution without frequent travel to India
Why Families Choose Us
  • One trusted point of coordination 
  • Personalized and confidential approach 
  • Practical support across banks, insurers, AMCs and institutions 
  • Assistance for both Indian residents and NRIs 
  • Focus on smooth execution, not just paperwork

 

A Simple Goal

To help families bring clarity, continuity, and peace of mind to everything they own.

Whether it’s planning ahead, resolving pending matters, or supporting the next generation — we aim to make the process simpler, smoother, and more organized.

 

Bringing clarity, continuity, and peace of mind to family assets.

Get Consult

GANESH P


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