Estate Planning
Secure your legacy and pass on your wealth to the next generation in a tax-efficient way with FinClu. Our estate planning services, including will writing, trusts, and probate management, ensure a smooth transition of assets while minimising tax burdens.
- Will writing
- Trust creation
- Probate management
- Tax planning
- Asset protection
How it Works
Our simple and efficient process makes it easy to plan for your future.
- Initial Consultation & Understanding
- Online Registration
- Legal Compliances & Formal Registrations
- Regular Monitoring & Performance Review
Why FinClu?
Seamless Access to World Class Investment Management
- Point 1 : Understand the client's requirements
- Point 2 : Risk Assessment
- Point 3 : Asset Allocation
- Point 4 : Best Technology
- Point 5 : Periodic portfolio review and rebalancing
- Point 6 : App for 24*7 portfolio viewing & tracking
