New Delhi, April 17 -- Transferring mutual fund units to children remains an effective strategy for establishing family legacies, yet the regulatory environment has evolved.

Following the introduction of the Income Tax Act, 2025, alongside refreshed SEBI mandates, the procedure is now strictly standardised and digitally driven.

Below are 6 critical factors parents should evaluate before initiating mutual fund transfers to their heirs.

Presenting mutual funds is a favoured method for securing a child's financial future - but recent mandates have increased procedural complexity.

From mandatory demat transitions to shifting tax liabilities, guardians must navigate this updated system carefully to prevent errors and facilitate seamless as...