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Estate 

Planning

Estate planning involves the process of drafting the plan to transfer the asset of the client after death as per his wish to his/her beneficiary without any dispute or Complication; this can be done by drafting the will or creating the trust for beneficiary.

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What :

The primary purpose of an estate plan is to help you examine your financial needs and assets in order to make sure that your heirs are provided for in the best possible way, including lifetime planning as well as disposition of property at death.

Why :

  • Proper estate planning helps in smooth transfer of assets with better tax planning .

  • To avoid legal dispute among family members .

How :

By doing detailed analysis of Client asset and current law provision estate planning done as per the wish of the person.

Value Addition :

Proper estate planning after detailed meeting with client , our estate planning ensure smooth transmission of assets of client after his/her death among family members in best tax efficient manner.

Investment Suitability Profiling

Tax Planning

Insurance Planning

Asset Allocation

Goal Based Investment Products Offering

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