Prime Wealth Planners

Estate Planning Services in India

At PrimeWealth, we understand the importance of estate planning in securing your financial future and protecting your loved ones. Estate planning involves making critical decisions about the management and distribution of your assets, ensuring that your wishes are fulfilled and your family is provided for in the event of your passing.

Nobody wants to think about mortality. But Estate planning is just a process of transferring hard earned wealth to loved ones. It’s the biggest myth that estate planning is meant only for ultra- rich and/or is post-retirement process. Nominations not necessarily result in ownership. In absence of will, native succession law may be effective, and your loved ones may have to prove to be legal heirs. With estate planning, make sure your loved ones don’t suffer.

We offer a comprehensive range of estate planning services to meet your individual needs. Our experienced team of estate planning professionals will work closely with you to understand your goals, assess your assets, and develop a customized estate plan tailored to your unique circumstances. Our services include: Will Creation and Trusts, Estate Tax Planning, Asset Protection, Charitable Giving, Business Succession Planning.

Contact Us For More Info

    Secure your financial future and protect your loved ones with our professional estate planning services. Contact us today to schedule a consultation and take the first step towards peace of mind and financial security.

    Who We Serve

    We offer comprehensive estate planning services that cater to the unique needs of every client. Our team is dedicated to providing personalized solutions for all our clients’ estate planning needs.


    Business Owners

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    Senior Citizens

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    High Net Worth Individuals

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    High Net Worth Families

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    Key of your sucess in financial planning

    Bespoke planning

    Every case is studied with all the requirements and individual needs. There is no fixed formula for every plan. We value every relation, personal beliefs and craft the plan accordingly.

    Bereavement support

    We realize that providing compassionate yet informed support to grieving client is our duty as estate planners. We take care of the documentation and all legal processes while client suffers through the loss.

    Maintain relations

    Through estate planning we together with clients focus on protecting heirs and eliminating family strife or ugly legal battles with balanced allocation based on individual needs. Not only wealth but we help transfer the legacy to heirs.

    Estate plan

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    Distribution as per need

    Transfer of estate as per individual needs of heirs and to those who care.

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    Will or Trust

    Will or Trust, we suggest what suits best for you with legal compliance

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    Tax efficent

    Plan that complies local laws, efficiently mitigates taxes and complete control of funds


    Transparent advisory

    A clear structure and transparent mandate that enables clients to pass on the heritage

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