Wealth Management helps secure your future by providing innovative and personalised management of your assets like Debt, Equity, Gold and Real estate. Our expertise team helps you in selection and monitoring of products and services to manage your assets.
Estate planning in simple terms refers to the passing down of assets from one generation to another.
Most of us are under the impression that estate planning is only for the very wealthy. But, the fact is that estate planning is essential for all, regardless the size of their portfolio. And it should be done from the very first day we have an asset to give.
Estate planning saves your family and loved ones from going through the additional burden of reverting to the law to distribute the assets to the legal heirs in case of an intestate (dying without a legal will) demise.
Advantages of Estate Planning:
- You can decide who receives a share of your assets
- You can decide how and when your beneficiaries will receive their inheritance
- You can decide who will manage your estate in your absence
- Estate planning saves your family and loved ones from going through the additional burden of reverting to the law to distribute the assets to the legal heirs in case of an intestate (dying without a legal will) demise.
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I would recommend his services to all my possible contacts. Wishing you a bright future and lot of success to come.
We happen to take the Financial Advisory from Mr. Abhishek Gupta of Moat Wealth Pvt Ltd for short term investments.
Must say Mr. Abhishek Gupta and their team were available to us to help. Service received from them was remarkable and exceptional.
Abhishek Gupta (A Certified Financial Planner (CFP)) and his team have got Exceptional Knowledge in Hand Holding you to receive all your financial goals.
We would definitely recommend Mr. Abhishek Gupta of Moat Wealth Advisors for exceptional service provided by them.
My relative Sheetal and her husband Deep has started their investment with Abhishek Gupta from last two years, they found that Moat Wealth Advisors are very good in investing their money in equity and got very good returns…..