Estate & Succession Planning

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Associated with global fiduciary services company, head quartered in Hong Kong and present in 30 countries, having offices in 40+ cities and over 900+ employees globally

Trustee Services for Family Offices/HNI- Estate and succession planning

One of few independent trust companies operating in this domain
Dominant position in trust services related to estate, succession planning and asset protection
Expertise in trusts where beneficiaries are resident in different countries.

Trustee services for AIF (Alternative Investment Funds).

Fund structuring
Trust formation and fund set up
Ongoing administration and tax filing
Regulatory and compliance reporting; FATCA and CRS compliance
Fund administrators in multiple geographies and can help structure solutions for offshore clients.

Escrow Services

Offer escrow agent services with focus on multi –geography transactions
Can offer escrow agent + trustee services depending on deal structure
Can offer offshore banking services

For further queries, please do contact us.

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor ARN-80265 Date of initial Registration: 2010 Current validity: 13 January 2026

Grievance Officer: Vinita Patil +919822073539