/Succession Planning

/Succession Planning

Succession & Estate Planning

Succession & Estate Planning

Safeguard your legacy through a well-structured estate plan. We help you protect you and your family while simplifying the process.

Safeguard your legacy through a well-structured estate plan. We help you protect you and your family while simplifying the process.

More than a will.
A complete succession strategy

More than a will.
A complete succession strategy

More than a will.
A complete succession strategy

Succession planning isn’t just legal paperwork, it’s a comprehensive process made to ensure that your assets are passed down to your loved ones, with minimal hassle.

Succession planning isn’t just legal paperwork, it’s a comprehensive process made to ensure that your assets are passed down to your loved ones, with minimal hassle.

Succession planning isn’t just legal paperwork, it’s a comprehensive process made to ensure that your assets are passed down to your loved ones, with minimal hassle.

What We Help With

What We Help With

Buying A Home

01

01

Will and Estate plan

Will and Estate plan

02

02

Nominee and beneficiary strategy

Transfer of Wealth

Buying A Home

03

Retirement Planning

Retirement Planning

Buying A Home

03

03

Planning for dependents

Planning for dependents

04

04

Transfer of wealth

Nominee and beneficiary strategy

Retirement Planning

Retirement Planning

Retirement Planning

Our 4-Step Approach to Personalized Planning

Our 4-Step Approach to Personalized Planning

01

01

Understand your asset and family structure

Understand your asset and family structure

02

Define key goals and transition preferences

Define key goals and transition preferences

02

Asset distribution timeline

Asset distribution timeline

Ownership transfer strategy

Ownership transfer strategy

Tax implications mapping

Tax implications mapping

03

Coordinate with legal experts

Coordinate with legal experts

03

Will

Will

Trust

Trust

POA

POA

Cross-border Compliance

Cross-border Compliance

04

Finalize a plan with proper documentation and follow-ups

Finalize a plan with proper documentation and follow-ups

04

We do more than just this.

We do more than just this.

We do more than just this.

We look at your finances as a whole—this is just one part of a larger plan.

We look at your finances as a whole—this is just one part of a larger plan.

We look at your finances as a whole—this is just one part of a larger plan.

Insurance Planning

Insurance Planning

Liability Management

Liability Management

Tax Planning

Tax Planning

Investment Planning

Investment Planning

Goal based Financial Planning

Goal based Financial Planning

Your Financial Plan

Your Financial Plan

We asked our clients,

What changed after

you joined us?

We asked our clients,

What changed after

you joined us?

We asked our clients,

What changed after

you joined us?

Still got questions?
We're here to help.

Still got questions?
We're here to help.

What is succession planning in personal finance?

What is succession planning in personal finance?

What is succession planning in personal finance?

Do I need an estate plan if I already have a will?

Do I need an estate plan if I already have a will?

Do I need an estate plan if I already have a will?

Can you help me if I already have a lawyer?

Can you help me if I already have a lawyer?

Can you help me if I already have a lawyer?

Experience the impact
of expert guidance

Experience the impact
of expert guidance

Experience the impact of
expert guidance

Finfam Investment Advisors Private Limited

Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Contact Details:

Principal Officer:

Name: Rohit Bornarkar

Contact Details: +91 9762533162

Email: po@finfaminvestmentadvisors.com

Compliance Officer:

Name: Priyank Shah

Contact Details: +91 9819269225

Email: priyank@finfaminvestmentadvisors.com

Grievance Officer:

Name: Vatsal Majithia

Contact Details: +91 9022482377

Email: vatsal@finfaminvestmentadvisors.com

Quick Links

Quick Links

Quick Links

Policies

Policies

Policies

Investor Charter

Regulatory Disclosures

Compliant Redressal Mechanism

Terms of Service

Privacy Policy

Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Finfam Investment Advisors Private Limited

Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Finfam Investment Advisors Private Limited

Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Finfam Investment Advisors Private Limited

Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Contact Details:

Principal Officer:

Name: Rohit Bornarkar

Contact Details: +91 9762533162

Email: po@finfaminvestmentadvisors.com

Principal Officer:

Name: Rohit Bornarkar

Contact Details: +91 9762533162

Email: po@finfaminvestmentadvisors.com

Principal Officer:

Name: Rohit Bornarkar

Contact Details: +91 9762533162

Email: po@finfaminvestmentadvisors.com

Compliance Officer:

Name: Priyank Shah

Contact Details: +91 9819269225

Email: priyank@finfaminvestmentadvisors.com

Compliance Officer:

Name: Priyank Shah

Contact Details: +91 9819269225

Email: priyank@finfaminvestmentadvisors.com

Compliance Officer:

Name: Priyank Shah

Contact Details: +91 9819269225

Email: priyank@finfaminvestmentadvisors.com

Grievance Officer:

Name: Vatsal Majithia

Contact Details: +91 9022482377

Email: vatsal@finfaminvestmentadvisors.com

Grievance Officer:

Name: Vatsal Majithia

Contact Details: +91 9022482377

Email: vatsal@finfaminvestmentadvisors.com

Grievance Officer:

Name: Vatsal Majithia

Contact Details: +91 9022482377

Email: vatsal@finfaminvestmentadvisors.com