Expert guides on family wealth management, succession planning, tax optimization, and protecting what matters across generations. New articles every week.
Understanding the critical difference between nominee and legal heir in Indian law. Why nominations at banks, demat accounts, and insurance companies don't equal inheritance — and what to do about it.
A comprehensive guide to tax-saving strategies for Indian families in FY 2026-27. Learn how to optimise deductions across family members, plan for capital gains, and build a tax-efficient wealth structure.
Why wealth management alone isn't enough. Indian families need a governance plan that covers asset tracking, succession, document security, and family communication. Here are 5 compelling reasons to start now.
Can a digital will be legally valid in India? Understanding the Indian Succession Act requirements, e-signatures, and practical steps to create a will that protects your family's digital and physical assets.