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?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
We asked our clients,
What changed after
you joined us?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
We asked our clients,
What changed after
you joined us?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
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
Services
Services
Services
Insurance Planning
Tax Planning
Investment Planning
Succession Planning
Liability Management
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