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Legacy Planning
Legacy planning is your act of foresight. Protect and
pass on the assets you have built and your wishes to your future
generations.
You've spent a lifetime building your assets and providing for your family. Yet, the thought of leaving things unmanaged can be a source of silent anxiety. The fear that your loved ones might face confusion, financial disputes, or emotional distress is a burden no one should have to carry.
A clear and organized legacy plan is the definitive solution. We provide a structured approach to help you organize your financial affairs and secure your estate. It’s a proactive step that ensures your wishes are honored and your family's harmony is protected, even in your absence.
Did you Know?
According to a report by Inc42, wealth transfer in India occurs without written instructions, causing confusion and disputes and resulting in over INR 50,000 Cr worth of unclaimed assets lying idle with the government.
Ensuring a seamless wealth transfer
Legacy planning is the final step in a complete financial journey, ensuring that your wealth reaches the right hands without legal hurdles. We guide you through the vital processes of consolidation, updated nominations, and paperwork hygiene across all your folios. By bringing order to your financial records today, you provide your family with the clarity and ease they will need in the future.
Creating a secure legacy is a journey of clarity and thoughtful preparation. Our process is designed to be a supportive partnership every step of the way.
We begin by having a deep conversation about your family, your assets, and your core values. This step is about understanding your unique vision for your legacy that you want to protect and pass on.
We help you organise every financial asset, from your physical investments to often-overlooked digital accounts and family businesses to prevent legal confusion and asset loss.
We will guide you on how to optimize your plan to avoid wealth erosion, navigate multi-layered succession laws, and manage critical tax implications like capital gains on inherited assets.
When you partner with us, rest assured
you are in highly capable hands.
Our team is registered and regulated by authorities like AMFI and SEBI, ensuring we operate with the highest standards of integrity.
Our team is well-qualified and experienced across all aspects of personal finance, from wealth creation to risk management.
We are fully aligned with your goals and interests, not with pushing random products. Because, our success is tied to yours.
We offer a non-judgmental space for your financial questions and concerns, because everyone deserves a partner who is both an expert and a guide.
Did you Know?
If an Indian passes away without leaving a Will, their estate becomes subject to the Indian Succession Act, the Hindu Succession Act, and multiple other complex personal laws that laws decide who their beneficiaries or legal heirs will be, in what proportion your assets will be distributed, and who will be the Guardian of your children.
Legacy planning can feel complex, but it doesn't have to be. We've designed a process that gives you complete peace of mind, knowing your legacy is safe and secure.
Our legacy planning process is designed in collaboration with experts with over 50+ years of experience in financial and legal strategies, ensuring a robust and comprehensive approach.
We guide you through simple, easy-to-follow modules to help you organize your assets. For specialized legal needs, we can connect you with our trusted legal partners to formalize your documents.
Protect your hard-earned assets from generational erosion, ensuring your wealth remains intact for your children and grandchildren.
A clear plan and a legally valid will eliminates confusion and reduces the risk of long, costly legal battles over inheritance and property.
For families and business owners, a well-defined legacy plan provides clarity on leadership, ownership, and asset transfer, ensuring the continuity of your business.
After fulfilling your vision for your family and loved ones, you can also turn your success into a meaningful impact for others, helping the less fortunate rewrite their stories.
For four decades, we’ve walked alongside families and individuals—helping them secure their futures, achieve their goals, and live with confidence. Now, as we mark 40 years, we turn our gaze forward with a commitment that goes beyond wealth, helping you channel your success into meaningful impact via the Chimulkar Foundation.
Every child deserves a chance to learn. We support access to quality education that opens doors for brighter futures.
Good health should never be a privilege. We pursue initiatives that bring essential care closer to underserved communities.
Sustainable work creates dignity. We strive to invest in skills, opportunities, and support systems that empower livelihoods.
Stronger communities create a stronger nation. We aim to contribute to projects that build resilience, infrastructure, and hope.
It’s time to take Control
A conversation is the first step toward a secure and peaceful future for your family. Our free clarity call is the perfect opportunity to discuss your vision for your legacy.
Schedule my FREE Clarity Call
We’ll guide and support you though all
money moments and milestones.
Manage money better
Go on a Dream Vacation
Eliminate money stress
Educate your children
Change career or job
Trim and wipe out debt
Save and invest smarter
Buy your dream home
Everything You Need to Know
