Managing Bank Accounts for a Better Financial Planning
Managing Bank Accounts for a Better Financial Planning

Bank accounts are among the most common assets we possess. Starting at the age of 13 -15 years and continuing until retirement, we frequently open multiple bank accounts. Each move…

How to Organize Your Investment Accounts?
How to Organize Your Investment Accounts?

India's mutual fund market has experienced remarkable growth. According to the Association of Mutual Funds in India (AMFI), there are currently about 8.76 crore (87.6 million) Systematic Investment Plan (SIP)…

Estate Planning Blunders: Mistakes to Avoid While Creating a Will for Your Inheritance
Estate Planning Blunders: Mistakes to Avoid While Creating a Will for Your Inheritance

Martin Luther King left no Will, so his legacy included an ongoing legal battle. Jimi Hendrix left no Will and decades of family disputes. Bob Marley left no Will, and…

Various Methods of Succession Planning
Various Methods of Succession Planning

Introduction As wisely stated by American Human Rights Activist, Malcolm X, “the future belongs to those who prepare for it today”. In the journey we call life, the choices we…

Succession Planning – An Introduction
Succession Planning – An Introduction

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet Thus, succession planning is crucial for this reason. It makes sure your…

The Role of Trusts and Wills in Succession Planning

With family-run businesses having become a norm in India and with the rapid advancement of globalisation, the significance of succession planning has become unprecedented. Ensuring a smooth transfer of assets…