A Will is a legal document that states your wishes regarding the distribution of your property, assets and belongings, and could also include the care of any minor children. Will Writing is the first step towards ensuring a smooth succession and helps to avoid disputes or conflicts amongst the family. It also gives you sole discretion over the distribution of your assets.
Estate Planning is a process that seeks to manage an individual’s or a family’s wealth in the event of an individual or key family member becoming incapacitated or their passing away. It includes intergenerational wealth transfer, business succession planning, trust planning, family wealth governance, estate tax planning etc.
Entrepreneurs are very good at creating wealth, but often they are not as skilful and ignore the importance of preserving their wealth over multiple generations. Wealth Preservation, Wealth Transfer and Succession Planning are very technical issues which require in-depth knowledge and specialized skills which need to be learnt and practised for perfection.
Aditya Finserv is a Mutual Fund Distributor firm based in Pune, India. At Aditya Finserv, we help individuals and families to invest in a Diversified Mutual Fund Schemes based on the Horizon of the Clients We help Invest in a short, medium, or long term Mutual Fund.
Ganesham Phase 2, Commercial Building, Office Number E- 202, Second Floor, Pimple Saudagar, Pune-411027
+91 7028819501
Copyright © Aditya Finserv. All rights reserved.