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Wealth Succession Planning

Written by - Sonal Sharma
Category - Estate Planning

Wealth Succession Planning

Given the dynamics of wealth creation in the past two decades, Indian households have witnessed some of the largest absolute gains in wealth in the world. This wealth creation is not restricted to business households but many individual professionals have also appeared in the top earners list. Alongside this wealth creation, we are also poised to witness one of the largest wealth transfers in the history.

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Mon, 10 Mar 2025 0 60

Wealth Preservation and Succession Planning in a Family

Written by - Sonal Sharma
Category - Estate Planning

Wealth Preservation and Succession Planning in a Family

To preserve wealth over multiple generations families must set their priorities right and focus on human capital rather than the financial capital.

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Tue, 11 Mar 2025 0 66

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Private Family Trust in India
Discover the Power of a Private Family Trust in India!
A private family trust is a legal arrangement in which a trustee holds and manages assets on behalf of the beneficiaries. There are several different types of private family trusts, each with their own unique features and benefits. These trusts can be used for a variety of purposes, such as protecting assets or minimizing taxes. However, setting up and managing a private family trust can be complex and it is important to consult with a qualified attorney or financial advisor. Here is your complete guide to private family trusts in India.

Sat, 15 Mar 2025 0 40

Things You Should Never Include in Your Will
9 Surprising Things You Should Never Include in Your Will (And What to Do Instead)
Creating a will is a crucial part of estate planning, ensuring that your assets are distributed according to your wishes. However, certain items should not be included in your will to avoid legal complications and ensure your directives are followed. Here are nine things you should leave out of your will, along with practical tips for effective estate planning.

Sat, 15 Mar 2025 0 40

Factor based Passive Funds
Why Indian Investors Are Flocking to Factor-Based Passive Funds?
The world of investing is constantly evolving, and Indian investors are increasingly looking for smarter, more efficient ways to grow their wealth. Factor-based passive funds are emerging as a revolutionary investment option, combining the best of passive investing with sophisticated strategies traditionally reserved for active management. In this article, we will explore what factor-based passive funds are, how they work, and why they might be the right choice for your portfolio.

Sat, 15 Mar 2025 0 38

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