Key goals and major guide for

Estate Planning

Estate Planning is the process of arranging and planning your succession and financial affairs. Estate Planning Services ensure the management of your Estate during and beyond your lifetime and plan your legacy.

The primary goal of Estate Planning is ensuring that the Estate of the individual passes to the Estate owner’s intended beneficiaries, often including efficient succession planning and avoiding or minimizing court proceedings in succession matters.

Estate Plan Advisory

to all your investment details.

Preparation of Wills

for current FY for minimizing tax outgo.

Trust Formation & Management

for current FY for minimizing tax outgo.

Client Associate as executors

of the markets through in-house & secondary research.

Holding companies

so as to avoid any penal action and also maintain proper IT records.

The products offered includes

        Estate Planning helps you ensure the following:

  • Planning for harmonious succession and disposition of your Estate.
  • Protection of your Estate with your family’s needs in mind.
  • Effective management of your Estate during and beyond your lifetime.
  • Preparing your Estate for unforeseen eventualities.
We help our clients in efficient transfer of wealth to successive generations. An ill planned succession risks negative financial consequences for the family fortune and leads to unnecessary stress and conflict among family members. We help our clients tailor a Structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime. Our in-depth experience in continuity of family wealth helps us to visualize the specific needs of each client family.

We are a fee-only, conflict-free SEBI Registered financial advisor. Come to us for your Success Planned!

We are SEBI Regsistered Investment Advisor – INA000004922. Call us on 7028900521 or email us on with your query

Leave a Reply