Key Takeaways1 April 1-15, 2026

1. Introduction to Succession Planning
Speaker: Dr. Deepak Jain, Director – Academics, AAFM® India

Context: Aimed at introducing investors to the importance of succession planning as a core part of estate planning.

Session Highlights:

• • Explained that wealth management is not only about accumulation and enhancement, but also about conservation, distribution, and transfer.

• • Clarified that estate planning is a systematic process for distributing one’s estate according to one’s wishes.

• • Highlighted common family- and disability-related concerns that arise when succession planning is ignored.

• • Introduced four essential estate planning documents required for effective planning.

Key Takeaways :

• • Succession planning helps ensure that property is transferred according to one’s wishes and reduces the risk of family disputes, legal complications, and the unintended application of succession laws.

• • Estate planning is not only about distributing wealth after death, but also about maintaining control, protecting dependents, and preparing for incapacity.

• • Every individual should consider preparing key estate planning documents, such as a Will, a Letter of Guardianship, a Springing Durable Financial Power of Attorney, and a Living Will/Advance Health Care Power of Attorney.

Recording of Webinar Link

2. Overview of Succession Laws in India

Speaker: Dr. Deepak Jain, Director – Academics, AAFM® India

Context: Aimed at explaining the legal framework governing succession in India.

Session Highlights:

• • Explained the meaning of succession and the distinction between testamentary and intestate succession.

• • Clarified that succession laws may vary depending on whether the asset is movable or immovable, and, in some cases, on the domicile of the deceased.

• • Covered religion-based succession laws in India, including the Hindu Succession Act, Muslim personal law, and the Indian Succession Act.

Key Takeaways:

• • Succession laws become especially important when a person dies without a Will or other estate planning instrument, as the law then determines how property will pass to legal heirs.

• • In India, succession is influenced by multiple factors, such as the type of asset, the domicile of the deceased, and the personal law applicable to the individual.

• • A Will and related estate planning documents can help reduce uncertainty, avoid unintended outcomes, and provide greater clarity for family members.

Recording of Webinar Link

3. Mutual Fund Utilities (MFU): Empowering Investors & Mutual Fund Investments

Speaker: Ganesh Ram, MD & CEO, MF Utilities

Context: Aimed at creating awareness among mutual fund investors about the Indian mutual fund industry’s share in global markets, how investors can empower themselves using MFU, and a few important tips for the mutual fund investment journey.

Session Highlights:

• • Explained how MFU India can be used by investors to make their investing journey simple, efficient, and secure.

• • Demonstrated the process and features of starting an SIP on the MFU platform, along with its benefits.

• • Additionally, emphasized the importance of starting investments early, choosing a secure platform, and periodically monitoring investment performance.

Key Takeaways:

• • Investors should start mutual fund investments at an early age, stay invested, and regularly monitor their portfolios.

• • Increased awareness of why investors should use MFU and the unique features it offers.

• • Highlighted how the Indian mutual fund industry compares with major global mutual fund industries and the opportunity to further deepen and expand the investor base.

Recording of Webinar Link

4. Understanding Wills and Estate Distribution

Speaker: Dr. Deepak Jain, Director – Academics, AAFM® India

Context: Aimed at explaining the role of a Will in estate distribution and succession planning.

Session Highlights:

• • Explained the role of a will as a legal declaration of a person’s wishes after death.

• • Covered the legal requirements of a valid will, including capacity, a sound mind, date, signature, property disposition, and attestation by two witnesses.

• • Discussed practical will-planning issues such as executor appointment, nominee versus beneficiary, codicil, probate, revocation, storage, and registration.

Key Takeaways:

• • A Will is not merely a document for asset distribution; it is a succession planning tool that helps provide clarity, avoid disputes, protects minor children, transfer specific assets, and record the testator’s wishes in a legally enforceable manner.

• • Nomination is not a substitute for a Will. A nominee may receive the asset, but beneficial ownership may still be governed by succession law or the Will, depending on the nature of the asset and the applicable law.

• • Proper execution is critical. The Will should be signed by the testator in the presence of two witnesses. The witnesses should sign in each other’s presence, and a beneficiary or the spouse of a beneficiary should not be a witness.

Recording of Webinar Link

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