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Life Events

Life Events

Marriage, a new baby, a home purchase, retirement – the checklists for every major money moment.

About life events

Money decisions cluster around a handful of events. Getting married, having a child, buying a home, changing jobs, retiring – each one resets what you are insuring, what you are saving for, and who depends on your income.

They are also the moments at which people get sold things. A new parent is a target for child plans; a new home loan arrives with a bundled insurance quote. These guides are the checklist for each event: what actually changes, what needs updating, and what is safe to decline.

Line-art illustration of an Indian bride and groom in wedding finery walking away from a marquee towards a small modest house at dawn, carrying a single suitcase between them
Life Events

How to Finance a Wedding in India Without Derailing Your Long-Term Financial Plan

How to pay for an Indian wedding without wrecking the plan behind it: set the budget, find the real funding gap, protect the emergency fund, and borrow only for what is left.

8 min read25 Aug 2026
Line-art illustration on a soft pale-yellow background of an Indian family with a house, a will scroll and a path of coins leading to a mountain peak
Life Events

Estate Planning in India: A Beginner's Guide

Estate planning in India, explained for beginners: how a will, nominations, joint holdings, and trusts work together to pass assets smoothly and reduce disputes.

4 min read27 Jul 2026
Illustration on a soft lavender-grey background of a family-tree diagram branching equally to grandchildren and pointing to a document and a stack of coins
Life Events

The Hindu Succession Act, Explained

The Hindu Succession Act, explained: who it governs, how property passes when a Hindu dies without a will, Class I heirs, and the 2005 amendment for daughters.

5 min read25 Jul 2026
Illustration on a soft blush-peach background of a folded legal certificate and a sealed envelope with a blank wax seal, an Indian family in the corner
Life Events

Succession Certificate: What It Is and When You Need One

A succession certificate, explained: what it is, when families need one after someone dies without a will, and how it differs from probate and a legal heir certificate.

4 min read22 Jul 2026
Cut-paper illustration on a soft peach background of a labelled tag and a sealed document beside a small paper family and a shield
Life Events

Nomination vs Will: The Costly Confusion

Nomination vs will, explained: why a nominee is usually a trustee who receives an asset, not the final owner, and why the will or succession law decides who inherits.

5 min read19 Jul 2026
Illustration on a soft sage-green background of a fan of several different folded document forms
Life Events

Types of Will in India, Explained

The main types of will in India in plain language: privileged and unprivileged, plus simple, conditional, joint, and holographic wills, and how they differ.

4 min read16 Jul 2026
Line-art illustration on a soft mint-green background of a woman signing a document at a desk with two witnesses standing on either side
Life Events

How to Make a Will in India

How to make a will in India, explained in plain language: what a will is, who can make one, the steps to follow, and when registration helps.

4 min read13 Jul 2026
Flat blue illustration of a parent and child walking hand in hand up a gentle grassy slope toward morning light
Life Events

What It Really Costs to Raise a Child in India

The cost of raising a child in India runs into tens of lakhs. But the total is the wrong thing to fixate on. Education inflation is what makes it a moving target, and what you plan against.

4 min read19 Jun 2026
Couple reviewing a financial checklist before marriage
Life Events

Financial Checklist Before You Get Married (India Edition)

The money conversations, account changes, and protection upgrades most Indian couples skip, and regret. A 30-day playbook for the pre-wedding months.

5 min read15 Apr 2026
Newborn baby resting on a parent's lap beside a notebook of financial notes
Life Events

New Baby: 10 Money Moves in the First 90 Days

The practical first-time-parent financial checklist for Indian families: PAN/Aadhaar for the baby, term cover upgrade, SSY, education SIP, tax updates, and nominee updates.

5 min read13 Apr 2026

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