FAMILY OFFICE
Will drafting

Do you wish to ensure that assets, you leave behind are smoothly transferred to your chosen successors?

A Will essentially document your wishes with regard to distribution of the assets. Without a Will, there could be numerous legal and tax related issues that may arise for your heirs and successors while claiming what is rightfully theirs.

We offer the following services:

  • Drafting a Will
  • Getting it registered
  • Preserving the Will
  • Video recording the entire Will writing session

 

We also offer services as a nominated Executor, named in the Will, who would take the responsibility of asset distribution in a fiduciary capacity.

 
Trust formation & trusteeship services

Would you like to create a "Private Charitable Trust" or "Specific Purpose Trust"?

We offer the following services in creation and maintenance of Trust:

We offer the following services:

  • Creating a suitable Trust Instrument
  • Trust Registration with Registrar
  • Trust Registration with Income Tax Authorities
  • Regular compliances in relation to the Trust and the Trust Estate

 

The company also offers "Trusteeship Services", where the company acts as a Fiduciary named in the Trust to carry out the desired activities as enshrined in Trust deed by the Author of the Trust.

 
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Book keeping & Document Management

Would you like to maintain your accounts? Or keep all your important documents stored in easily recoverable electronic format?

We provide book-keeping service exclusively for you. Also we help you in preserving your important documents with our document imaging and data centre services.

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CLIENT SPEAK

  • I must convey that they are very much devoted with their work. They chase and liaison with the concerned department meticulously. At the end they are meant for results not for gossip or story-making. Regards

    Dr. Anup Kumar Ghosh.
    (Director, S.D. College of Management, Panipat)
  • Found the investment advice and EPF services very useful.

    CA Purnojit Chatterjee.
    (Manager Business Planning, Shell, Chennai)

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