Steps to take to make sure your money, investments are available and accessible when needed

The new year is a great time to clean and run a check on your money matters, use these four simple steps to do this. It is recommended to take advice from an experienced financial adviser who can carry out these processes diligently and efficiently.

from Wealth-Economic Times https://economictimes.indiatimes.com/wealth/plan/steps-to-take-to-make-sure-your-money-investments-are-available-and-accessible-when-needed/articleshow/80071158.cms