What we do

We can handle all the paperwork for you during this emotional time. With 500+ agents across India, we ensure a smooth asset transfer experience delivered to your doorstep.

Certificates and Legal Documents

•   Obtain a death certificate
•   Co-ordinate legal requirements like probate
•   Obtain legal heir and succession certificates if needed

Properties and Financial Assets Transfer

• Closure/Transfer of bank accounts and bank lockers
• Transfer of investments through Mutual Funds, brokers, & Demat
• Transfer of other investments such as unlisted shares, e-gold, including e-wallets
• Transfer of real estate

Insurance and Pension Transfer

• Claim pension - PPF, EPF and NPS
• Insurance claims – Group, Life, etc
• Transfer of vehicle insurance

Personal Items Transfer - Registered and Unregistered

• Transfer of vehicle
• Transfer utility connections – Gas, water, electricity

Final Formalities For Taxes, ID Docs and Other

• File income tax returns
• Close digital identity – Aadhaar, Voter ID, PAN card and Passport
• Draft legal documents and other paperwork

Frequently Asked Questions

What kind of support can I expect from the Yellow Smart team?

With Yellow Smart, you can expect dedicated support from our experienced team every step of the way. We start by understanding your family's specific needs, taking into account whether there is a Will in place, as well as the legal requirements for asset transfers across different jurisdictions. Based on this information, we create a custom checklist of tasks tailored to your situation, accompanied by a clear timeline and a transparent price. Our team takes care of all the necessary paperwork and documentation, ensuring a seamless process for your family. Rest assured that we will handle everything with utmost care and deliver all the required documents right to your doorstep, providing you with peace of mind during this challenging time.

Can Yellow Smart help with asset transfer in multiple locations within India?

Absolutely! Yellow Smart can certainly help with asset transfer in multiple locations within India. Our extensive network of 500+ agents specialise in coordinating with government agencies and institutions nationwide, ensuring a seamless and hassle-free experience for you. From paperwork to expert guidance, our team will take care of everything, delivering all services to your doorstep.
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Moreover, our legal team will ensure meticulous compliance with the jurisdiction-specific requirements for asset transfer. Their expertise and in-depth knowledge of the legal landscape in different regions guarantee the utmost protection of your family's interests throughout the entire transfer process. Whether your assets are spread across various states or regions in India, you can trust that Yellow Smart will handle all aspects with precision and care.

Is Yellow Smart available for assets located outside of India?

Not at the moment. We primarily focus on providing comprehensive support for asset transfer and management within the Indian jurisdiction. However, we can certainly assist your family located abroad with transferring your assets in India.

Can Yellow Smart assist with asset transfer for businesses or only for personal assets?

Certainly. Whether it's personal belongings, real estate, financial investments, or business assets, our team is well-versed in handling the complexities involved in asset transfer for individuals and businesses alike. You can trust Yellow Smart to manage the entire process efficiently and provide the necessary support for all your asset transfer needs.