Service
Succession Planning
Curated · Guided · DisciplinedScroll ↓
About this service
What this service covers.
Succession Planning service helps you strategically plan the transfer of your wealth and assets to future generations or beneficiaries.
Benefits
Why this matters.
Will-based Succession
Establish a legally binding will outlining how your assets will be distributed upon your demise.
Trust-based Succession
Set up trusts to hold and manage assets on behalf of beneficiaries according to your specified terms and conditions.
How it works
Our service process.
- 01
Submit request
Share what you'd like to do.
- 02
Share information
Provide the required folio and scheme details.
- 03
Documentation
Complete forms and verifications where needed.
- 04
Processing
Request is placed with the AMC or RTA.
- 05
Confirmation
Status and confirmation shared with you.
Disclaimer
Services shown are for informational and transaction support purposes only. They do not represent investment advice or fund recommendations.