Estate Planning

Estate planning is the process of anticipating and arranging for the management and disposal of a person’s estate during the person’s life in preparation for a person’s future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity, and may include minimizing gift, estate, and generation-skipping transfer taxes.
Estate planning may involve a will, trusts, beneficiary designations, powers of appointment, property ownership (for example, joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gifts, and powers of attorney (specifically a durable financial power of attorney and a durable medical power of attorney).
More sophisticated estate plans may cover deferring or decreasing estate taxes or business succession.

Initial Meetings for understanding the family structure and explaining the advantages of a Trust Structure & Suggesting appropriate structure for the family via trust and wills depending on asset holding.
Vetting & executing the Trust Deed & getting the Trust Deed registered.
Obtaining the PAN/TAN for the Trust along with Opening & Operating bank / depository / custodian account / PMS accounts for the Trust.
Appointing a Portfolio Manager / Investment Manager and completing all the required documentation for the same based on Client’s instructions.
Monitoring and managing triggers as per trust deed and the objectives of the trust.
Preparing and maintaining proper accounts of the Trust, getting the Trust account audited, Filing income tax returns of the Trust, or providing tax calculations as per Trust Structure.
Ensuring compliance with the constituent documents and regulatory framework.
Providing quarterly / annual updates on the Trust Corpus, as agreed with the Client.

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Decades of industry experience and specialized expertise in fiduciary services.

A wide range of trusted financial solutions tailored to meet diverse client needs.

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Estate Planning​