Who is This For?
Families seeking legally sound estate planning to protect generational wealth.
Business owners looking for smooth ownership transitions.
NRIs & HNIs who want structured wealth succession planning.
Estate Planning Services
Estate Planning Workshops
Expert-Led Wealth Succession Strategies
Gain valuable insights into estate planning, wealth transfer, and legal frameworks to ensure a seamless financial legacy for future generations.
Will Creation and Trust Establishment:
- Guidance on drafting wills and setting up trusts as per Indian legal standards, including explanations of the Indian Succession Act.
Asset Transfer Frameworks:
- Explore asset transfer mechanisms that comply with Indian laws, ensuring efficient and legally sound transmission of property and wealth.
Power of Attorney & Guardianship Planning:
- Understand the legal frameworks for appointing trusted representatives to manage assets and make decisions in case of incapacity, ensuring seamless financial and personal affairs management.
Succession Strategy Consultations
Personalized Legacy & Succession Planning
Get expert guidance on structuring your estate and business succession to ensure a smooth transition of wealth with minimal legal hurdles.
Business Succession Planning:
- Customized sessions to navigate family-run business transitions, keeping in mind Indian corporate and family law.
Wealth Distribution Planning:
- Develop strategic plans for equitable wealth distribution that comply with Indian tax laws and consider Hindu Undivided Family (HUF) structures when applicable.
Inheritance & Estate Tax Advisory:
- Get expert insights on minimizing tax liabilities while ensuring a legally compliant and efficient transfer of assets to heirs.
Inter-Generational Wealth Transfer
Seamless Wealth Transition Across Generations
Ensure efficient inheritance planning with legal and tax-optimized strategies, preserving family wealth and legacy for future generations.
Family Wealth Education:
- Educate heirs on managing and sustaining wealth within the Indian economic environment.
Dynasty Trusts:
- Guidance on establishing long-term trusts that comply with Indian laws, providing benefits across multiple generations while considering local tax implications.
Philanthropy & Charitable Trusts:
- Structure charitable foundations and trusts to create a lasting social impact while optimizing tax benefits under Indian regulations.
Legal Document Review and Updates
Ensuring Accuracy & Compliance in Estate Documents
Regularly review and update wills, trusts, and legal documents to align with changing laws and personal circumstances for seamless estate execution.
Periodic Review and Revisions:
- Regular updates of your estate planning documents to ensure they remain valid and effective under current Indian laws.
Document Harmonization:
- Verification that all legal documents are consistent and adhere to Indian legal standards to avoid disputes.
Beneficiary & Nominee Verification:
- Ensure all asset nominations and beneficiary designations are correctly updated to prevent legal conflicts and ensure smooth wealth transfer.
Cross-Border Estate Planning
Navigating Global Wealth Transfer with Legal Compliance
Ensure seamless estate planning across multiple jurisdictions, addressing tax implications, legal frameworks, and compliance for NRIs and global investors.
International Asset Management:
- Advice for NRI clients on managing assets in India and abroad, focusing on FEMA (Foreign Exchange Management Act) and RBI regulations.
Expatriate Estate Planning:
- Specialized planning services for Indian expatriates to manage assets in India effectively while living abroad, ensuring compliance with both Indian and international legal frameworks.
Global Inheritance Tax Advisory:
- Expert guidance on minimizing inheritance tax liabilities and ensuring legally compliant wealth transfers across international borders.
Why Choose Jai Pravasi Wealth Consultancy?
NRI & HNI-Focused Programs
Tailored financial literacy courses designed specifically for NRI's.
Expert-Led Wealth Coaching
Led by industry experts with years of experience in financial strategy.
Practical, Actionable Insights
Real-world investment strategies and tax-saving techniques.
No Product Pushing – Only Transparent Education
We educate clients in investment and wealth coaching for long-term financial success.
Comprehensive Learning Experience
Covering everything from tax planning to retirement and wealth succession.
Frequently Asked Questions
Find answers to common questions about our financial services and expertise
What is estate planning, and why is it important?
Estate planning ensures a structured transfer of assets to beneficiaries, minimizing legal disputes and tax liabilities.
Do I need a will or a trust?
A will specifies the distribution of assets after death, while a trust allows structured management and transfer of wealth during and after one’s lifetime.
What happens if I pass away without a will in India?
Without a will, your assets will be distributed according to India’s succession laws, which may not align with your intended wishes.
Can estate planning help minimize tax liabilities?
Yes, a well-structured estate plan can help reduce tax burdens for beneficiaries.
We are always here for you
OUR LOCATION
26, South Pipeline Road, Palarivattom, Cochin. 682025.
CALL US
+91 9496674663
GENERAL ENQUIRIES
info@jaipravasi.com
AVAILABLE
Mon – Sat 10:00 AM – 6:00 PM
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Disclaimer:
Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. The owner of this website is not a Registered Advisor under SEBI and certifications from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
Name of Distributor: BROBIN BABU
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