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How to organise your financial documents for a clutter-free 2021

Tips on figuring out which document needs to go straight into the dustbin and which needs to be kept, just in case

Topics
Financial planning | Tax planning | Mutual funds MFs

Bindisha Sarang  |  Mumbai 

Storing financial documents was simple until a decade ago. You either rented a bank locker or stored them in a home safe. Today it’s much more complicated.

Mrin Agarwal, financial educator, and director, Finsafe India says, “Today individuals have several financial relationships; bank accounts, mutual funds, stocks, other investment, loans, the list goes on.” One may argue that many of these documents reach us in digital format. But with information coming from so many sources are keeping our inboxes full and unmanageable. Prateek Mehta, co-founder and chief business ...

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First Published: Fri, December 18 2020. 17:26 IST
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