Wills & Trusts

What we Offer?                                                                                                                                             
At AnandRathi, we believe strategic planning and management of your wealth is imperative both during and after your lifetime. Estate Planning helps you achieve this by way of Wills and Trusts. It enables conservation and management of your wealth. We devise bespoke solutions keeping in mind your objectives for your loved ones.

Safety Net and Estate Planning solutions may be utilized to:

  • ‘Ring-Fence’ your personal assets against liabilities by creating a safety-net for your loved ones
  • Facilitate transition of your wealth to the next generation with ‘zero-transmission loss’
  • Enable harmonious business continuity for generations 
  • Ensure prudent management of wealth for the next generation even beyond your lifetime
  • Maintain family harmony and peace of mind
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Anand Rathi Investment Services - Wills and Trust