Wealth Management

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

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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