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Estate Planning

“The primary goal of Estate Planning Services is ensuring that the Estate of the individual passes to the Estate owner’s intended beneficiaries.”

Estate Planning is the process of arranging and planning your succession and financial affairs. Estate Planning Services ensure the management of your Estate during and beyond your lifetime and plan your legacy.

Estate includes cash, property, income from property, shares, jewellery, insurance policies, PFs, FDs, recurring deposits etc. SBS Financial advisory have got strategic alliance with our domain partners who specializes in the area of Estate Planning.

Our Estate Planning services include:

Developing efficient strategies to meet family goals.

Developing gifting strategies for philanthropic goals.

Ensuring best implementation and appropriate usage through trusts & other charitable ventures.

Reviewing the relevant documents and ensuring tax efficiency and compliances.

Reviewing spouse assets to maximize estate tax efficiency.

Ownership and Structuring Control.

Minimizing of taxes- estate and capital.

Maintaining liquidity and employee retention.

 

You can fix up a meeting here for a Estate Planning session with our Financial Expert. Or call us on +91- 9560076800 to connect with our Portfolio Managers for an Financial Advice.