Estate & Succession Planning
Creating wealth can take a lifetime. Passing it on deserves planning too.
Estate and succession planning in India can help individuals and families organise their assets, ownership and succession intentions.
Estate and Succession Planning
Estate and succession-related services may include information gathering, organisation of asset and family information, succession-related coordination, documentation support and coordination with relevant legal, tax or other professionals, depending on the scope of the engagement.
The legal effect and enforceability of a Will, trust, transfer or other succession arrangement depend on the applicable law, the facts, the documentation and the manner in which the arrangement is executed and administered. Where specialist legal services are required, these will be undertaken by appropriately qualified professionals in accordance with the applicable requirements.
The scope of each engagement and the respective responsibilities of the professionals involved should be recorded in the relevant documentation.
Who We Serve
Different Financial Lives Require Different Conversations.
We work with individuals, families and business owners across life stages, helping them make informed, confident decisions about what comes next.
Business Owners & Entrepreneurs
From raising business capital and investing surplus funds to personal wealth, retirement and succession.
Professionals & Self-Employed Individuals
For people building wealth while balancing investments, family responsibilities and long-term goals.
HNIs & Affluent Families
For families looking to organise, manage and eventually transfer accumulated wealth across generations.
Individuals Planning for Retirement
From building the required corpus to planning income, liquidity and the role accumulated wealth will play after retirement.
Families Planning for the Next Generation
For families considering ownership, succession, estate structures and the eventual transfer of wealth and responsibilities.
FAQs
Frequently Asked Questions
Our Services
Explore the other areas of advice
Create
Investment Solutions
We begin with what the money needs to achieve, then consider the investment. Access to investment avenues including Mutual Funds, PMS, AIFs, Bonds & Debentures, fixed-income instruments, insurance and other appropriate solutions.
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Protect
Retirement Solutions
Plan for the transition from earning an active income to depending increasingly on accumulated wealth. We consider corpus, future income, inflation, liquidity, longevity and preservation. If you haven't started planning for retirement yet, now is a good time to begin.
Explore Retirement Solutions
Fund
Loan Syndication & Business Finance
Finance should fit the business requirement. We help businesses assess funding needs, structure proposals and connect with appropriate lenders and funding sources.
Explore Business Finance
