Estate Planning
Coordination support for nomination, succession and will-related documentation, so your investments transfer smoothly to the people you choose.
Estate Planning at a glance
Coordination support for nomination, succession and will-related documentation, so your investments transfer smoothly to the people you choose.
What to know before you start
Nomination review across folios
We help you check and update nominee details across every mutual fund, insurance and deposit folio you hold with us.
Coordination with legal partners
For will drafting, succession certificates or more complex estate structuring, we coordinate with empanelled legal professionals — we do not draft legal documents ourselves.
Joint holding & mode-of-holding guidance
Guidance on how joint holding, ‘either or survivor’ instructions and nomination interact, so your family isn't left figuring this out alone.
An organised record for your family
We help you compile a simple, organised record of folios, policies and nominees, so your family knows exactly where to look if it's ever needed.
Common questions
No. We are not legal professionals. We coordinate with empanelled legal partners for will drafting and succession documentation, and focus on the nomination and folio-organisation side ourselves.
No. Nomination determines who can administratively claim your mutual fund units, while a will governs the legal distribution of your overall estate. The two work together, not as substitutes.
Yes — most folios allow up to three nominees, each with a specified percentage share.
Your legal heirs would need to claim the investment through the standard succession process applicable under Indian law, which typically takes longer and needs more documentation.
Other services you may need
Mutual Funds & SIP
Start or grow a Systematic Investment Plan across equity, debt and hybrid schemes from 12+ AMCs.
Explore
Specialized Investment Fund
Access newer SEBI-recognised SIF strategies positioned between mutual funds and PMS for eligible investors.
Explore
Retirement Solutions & NPS
Build a retirement corpus through the National Pension System and retirement-oriented mutual fund schemes.
ExploreHave questions about Estate Planning?
Write in, call, or WhatsApp us — we'll walk you through the specifics before you commit to anything.