Finwise Personal Finance Services LLP is an AMFI-registered mutual fund distributor. This website finwise.in (and the contact details given on this website) are of Finwise Personal Finance Services LLP. We do not, directly or indirectly, provide any form of financial assistance, lending services, or loan facilitation. We are not affiliated with, nor do we endorse, any digital platforms or applications—specifically including but not limited to “FinWise: Financial Assistant” or the website <fin-wise.co>—that purport to offer such services. Any unauthorized use of our trademark ‘FINWISE’ by third parties is expressly disclaimed and is currently subject to legal action. Users are advised to exercise due caution and verify authenticity before engaging with any financial service provider.

Estate Planning

Estate-PlanningEstate Planning is the transfer of your property among chosen successors. The important reasons one must do in Estate Planning are

  • To optimize costs of transferring property to successors
  • To minimize taxes during lifetime
  • To protect property from creditors

It also aims at retaining control and management of your assets during your lifetime and passing it on to the intended beneficiaries after death. Some of the instruments of estate planning include wills, trusts, gifts, HUF, etc.