How to organise your wealth in a systematic way? 7 key points to remember

We also try to save and invest as much as possible. Over the years, he had invested in many asset classes like commercial & residential real estate, freehold open lands in his native village, equities, mutual funds, besides creating liabilities like home and car loans. As per my experience, there are many such dynamic and busy Professionals who are clueless about organizing their assets in time and creating a proper succession plan! Here are the 7 things that every individual must do to organize their assets & liabilities better and avoid any future challenges for their loved ones: 1. Organize all your important documents in a single place so that they will be easily accessible for your trusted family members 4. Review your Finances periodically such as home loan interests, investments, etc.