GIFT City FundsIndian family businesses account for most of the country’s economic output, but formal succession planning is the exception, not the rule. Without a clear plan, the exit..
Category: Family Wealth Structures
Goal Based Investing India: Steps, Platforms, Funds and US Stocks
Most investors start with products. Goal-based investing starts with purpose. Rather than asking “which fund is best”, the investor first asks “What life outcome must this money..
Estate Planning India: Costs, Wills, Digital Platforms and How to Choose Services
Most Indian families delay estate planning until they are forced to deal with it as a crisis. The result is evident in the large number of unclaimed..
Discretionary Trust India: How It Works, Taxation and Practical Setup
Families looking at private trusts soon run into the difference between determinate (specific) and discretionary structures. A discretionary trust allows the trustee to determine the amount of..