Health

HEALTH IS WEALTH

The quantum of cover should be based on an individuals earnings & not based on any other matrix. Cost of cover is 1/10(per annum) of cost of a smart phone.

Wealth

Wealth creation is the crux in the life of bread winner, as it dictates the future course of the entire family. A sound planning leads to prosperity & financial freedom in days/months/years to follows…

Estate Planning

Estate planning is the process of executing a judicially recorded legacy inheritance process of individual/trust/family in line with governing rules of respective country.

Estate Planning is the process of arranging and planning your succession and financial affairs. Estate Planning Services ensure the management of your Estate during and beyond your lifetime and plan your legacy. This section will help you understand Estate Planning in detail:

  1. Need for Estate Planning
  2. Planning Your Estate

Need for Estate Planning

Estate Planning is the process of arranging and planning your succession and financial affairs. Estate Planning Services ensure the management of your Estate during and beyond your lifetime and plan your legacy.

Proposition

Estate Planning helps you ensure the following:
  1. Planning for harmonious succession and disposition of your Estate
  2. Protection of your Estate with your family’s needs in mind
  3. Effective management of your Estate during and beyond your lifetime
  4. Preparing your Estate for unforeseen eventualities

The primary goal of Estate Planning is ensuring that the Estate of the individual passes to the Estate owner’s intended beneficiaries, often including efficient succession planning and avoiding or minimizing court proceedings in succession matters.

Estate Planning includes the management of your Estate during and beyond your lifetime, to ensure the longevity of your Estate.


Planning Your Estate

When planning your Estate for preservation, management and succession various roles need to be taken on to carry out the necessary activities.

Trust Versus Will

Trust provides for management of the Estate during person’s lifetime and also provides for distribution and management of wealth post demise. Will is a legal declaration of a person’s intention with respect to his property which he desires to be carried into effect only after his death.

Estate Planning Services

Following is the range of Estate Planning Services offered:
  1. Advisory
    2. Advise on the structuring of an Estate Plan for the benefit of future generations and management and administration of the Estate during and post life.
  2. Drafting and Execution
    3. Facilitating drafting of Wills, Trust Deeds and ancillary documents tailored to specific family needs.
  3. Trusteeship
    4. Acting as a Corporate Trustee for administration and distribution of the Estate.
  4. Executorship
    5. Acting as an Executor for administration of the Estate on the death of the Settlor.
  5. Safe Custody
    6. Providing safe custody for all the movable assets viz. jewellery, paintings, etc. and title documents of various properties.