AMFI Registered Mutual Fund Distributor

Estate Planning ensures that the estate of the wealth earner is efficiently & seamlessly passed on to beneficiaries.

Legal documents and trust structures are dictated by the client’s specifications and augmented with our team’s expertise. This results in an estate plan that complies with local laws, efficiently mitigates taxes and offers the client complete control over how the funds are used. With reduced costs and efficient taxation, a broader portion of wealth is preserved for future generations.

We offer the following on Estate planning/Wealth structuring

  • Succession and Estate Planning
  • Setting up of Family Private Trusts
  • Drafting and registration of Wills
  • Advice on combination of various legal structures aimed at protecting family wealth from personal and legal risks
  • Assisting in creation of Family Governance structure
  • Trusteeship services and administration of the structures
  • Managing and administering assets under the trust