We begin by understanding your objectives and priorities alongside your overall family and corporate circumstances and the nature of your estate. We, then determine your goals and help you set out a sound approach for effective solutions. Finally, we facilitate the implementation of solutions and structures through a carefully identified set of partners, each of them experts in their respective disciplines.
WEALTH TRANSMISSION AND SUCCESSION
Be it a will, a living trust or a gift, it is important to identify appropriate structures to transmit your estate, taking into account the nature of the estate and the composition of beneficiaries, based on your determination of “who” gets “what” and “when”.
WEALTH PROTECTION AND PRESERVATION
Wealth preservation can often be even more difficult than wealth creation. Preserving your legacy requires you to think about issues including potential misguided extravagance, professional liabilities and key man risks, amongst others. Specialists can help you identify suitable ways to preserve your estate and ring-fence it from such risks.
FAMILY & BUSINESS
Family first or business? Given the large entrepreneurial demographic in the country, the involvement of extended families in business and the frequent lack of distinction between personal and corporate assets, it is important to think carefully about the structure of the estate and the manner in which responsibility and accountability is shared. Family governance structures such as family boards, shareholder agreements and family constitutions can provide a robust framework for managing family-business objectives and avoiding conflicts.
Whether you desire to establish a family philanthropic legacy or an impactful CSR program, we can assist by identifying the answers to key questions ranging from identification of causes to the appropriate structure of giving vehicles.
We are aware of the importance of these elements to your financial well-being and can offer, on a referral basis, access to third-party specialists to help you structure and manage your affairs appropriately.
Member of BSE & NSE for Capital Markets and F&O segments (SEBI Regd. INZ000011338)
Depository Participant of NSDL (DP-ID IN303956)
Registered Portfolio Manager with SEBI (SEBI Regd. INP000005067)
Corporate Distributor of Mutual Funds (ARN 105768)
For any grievance or disputes please contact us at the above address and phone number or send us an email to email@example.com. In case you are not satisfied with the response, you may contact the stock exchanges directly: (NSE) Tel: +91 22 2659 8190 / 1800 2200 58 (Toll free) or Email: firstname.lastname@example.org; (BSE) Tel: +91 22 2272 809 or Email: email@example.com
Trading and investments in Securities are subject to market risk, there is no assurance or guarantee of returns. Please read the PMS Disclosure Document, Risk Disclosure Document and Do's & Don'ts prescribed by the Exchanges and Mutual Fund Offer Documents carefully before investing
Attention Investors : Prevent Unauthorized Transactions in your demat and broking account −> Update your mobile numbers/email IDs with your stock brokers and depository participants. Receive information of your transactions directly from Exchange & NSDL on your mobile/email at the end of the day..... Issued in the interest of Investors. (Ref Circular No : NSE/INSP/27346, BSE/ 20140822-30, NSDL 2014/94/97 & 2015 / 104).
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.