A will decides who inherits, but your family still has to find what you owned, and founders tend to have assets scattered across banks, brokers, cap-table records, insurance, PPF, and more. The practical fix is a single, updated master document that lists your accounts, investments, insurance policies, loans and personal guarantees, property, and startup equity, with where each is held and who to contact. Note nominee details and where the original will is kept. Store it somewhere a trusted person can reach (a sealed copy, a secure shared vault) and tell one or two people it exists, without leaving passwords lying around in plain sight. Review it once a year. This costs nothing and spares your family weeks of guesswork at the worst possible time. Account and succession procedures change over time, so confirm specifics with your bank, CA, or lawyer. This is general education, not advice.
A curated summary to orient you, not advice. The resources below are the real value.
2 hand-picked resources, 2 India-specific, 1 link-checked. Pick how you want to dig in.
Why we picked it The free, India-first grounding in what to do with cash once you have it: goals, allocation, SIPs, and not losing it to fees.
From Zerodha Varsity by Zerodha Varsity
Open zerodha.com →Why we picked it A no-nonsense, ad-light India personal-finance site: plain math and free calculators for emergency funds, goals, and asset allocation, with no product to sell you.
From Freefincal by M. Pattabiraman
Open freefincal.com →
