Kotak's Estate Planning Services are offered through Kotak Mahindra Trusteeship Services Limited (KMTSL) which is a 100% subsidiary of Kotak Mahindra Bank Limited. With a legacy of over 16 years in this field, KMTSL has been instrumental in setting up private family trusts for many families across India, catering to a diverse mix of industries and sectors.
What is Estate Planning
Estate Planning is the creation of a systematic plan for the management, protection & succession of your estate, during and after your lifetime.
Modes of Estate Planning
Estate Planning can be undertaken by way of a Will or through a Trust to provide for more comprehensive planning.
Ensuring consolidation and smooth succession of assets without delays and disruptions
Meeting and protecting financial needs of family members
Multi-generational planning of wealth
Retaining control and flexibility within the family
Addressing concerns about unexpected incapacity
Long term and professional management and preservation of assets
1. Protection of assets against a possible reintroduction of estate duty in India
2. Protection of assets against possible future matrimonial claims
3. Protection of assets against future liabilities and claims
A Trustee is in a special position of confidence in relation to the beneficiaries and has a fiduciary role to play. A trustee is legally bound to act for the benefit of the beneficiaries. One of the most important decisions you will make is the selection of your Trustee(s).
A trustee is in a special position of confidence in relation to the beneficiaries, and therefore, one of the most important decisions you will make is the selection of your trustee.
Experience and Expertise
Effective Trust Administration
Compliance and Reliability
Prudence and Confidentiality
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