Estate Planning

Estate planning is a significant step in ensuring hassle free planning and succession of wealth. Instead of leaving it for legal entanglements at later stage, it is advisable to do it well in time so as to ensure desirable transfer of person’s wealth after his/her death. Our Estate Planning services include:

Drafting and Registration of Wills

Setting up of Family Private Trusts

Administration and distribution of Estate

SEBI Registered RIA (Non individual) - INA100016947

Registration Validity: From 3rd June 2022 till Cancelled

AMFI Registered Mutual Fund Distributor

Disclaimer:-

“Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”