Edit Content

Wealthy Nivesh – Trust. Simplicity. Growth.

Estate & Taxation Planning

Plan your estate to create a timeless family legacy

Estate & Taxation Planning

Plan ahead to enjoy a secure future later!

Build a timeless family legacy

We understand that each family dynamics is different and require a carefully curated estate and succession plan. We closely work with family members to understand goals across different generations. We then structure the family office and investments to preserve and grow the family wealth and create a timeless legacy. 

HNI

Wealthy Individuals

If you are an HNI or wealthy individual, safeguard your legacy and minimize taxes with the help of our experts.

Women

If you are a woman building your empire, secure your legacy and empower your family with expert Estate & Tax Planning.

women
dad2c429fde107ee7ff414cfd904e4bc

Family Office

Learn about the best ways to safeguard & grow your wealth with our estate & taxation planning experts.

Corporates & Startups

Secure the future of your business by planning your wealth with our expertise.

Default_Develop_innovative_strategies_to_cultivate_a_positive_1

 This is how we work!

When a client first gets in touch with us, we start the process with-

Understanding your Requirement

Understand your financial goal, risk appetite, taxation, and current asset allocation

Analysing their portfolio

Then we conduct an in-depth investment portfolio review for their current portfolio

Preparing a Road Map for you

Bringing your existing and future investment in sync with your requirements.

End-to-End Execution

Complete execution for minimal effort from your end

Regular Review

Ensuring alignment of internal( Tax & financial objective) and external ( market of economic condition)

Scroll to Top