• Services offered through tie-ups with Leading Law Firms (LLF), via the use of Trusts and Wills
• Offer the whole range of services - structuring of the trust to achieve settlers objectives, initiate registration of trust, opening of bank accounts followed by day to day management of the trust
• Objectives addressed are Investments, Succession Planning, Charitable causes/Philanthropic activities, Education of children, Medical expenses, Marriage, Holiday expenses, foster care, etc.
  

SPTS - Additional Benefits

• Persons in business looking for 'Bankruptcy Remoteness'
• NRIs having assets in India but no one to actively administer the assets, or even if they have family / friends but require professionals to administer them
• Someone wanting to have different set of beneficiaries for separate 'pool' of assets (not necessarily only separate class of assets)
• Persons contemplating a 'Will' but is ignorant of the trust route as an alternative
• Someone who wishes to maintain 'confidentiality' of his financial transaction
• A person who runs a medium / large scale business but does not have a clear successor to run the business, he may look at a profession entity to help him find one once he is no more
• Someone who is looking at a ring fenced mechanism to be able to take risks for aggressive growth in business, but at the same time 'secure' the future of next generation, through a life goals plan and others
• Unmarried professional/ businessmen relocating abroad and leaving behind significant assets in India with no one to manage the administrative aspects
• A watertight structure to provide for a 'foster child' or 'special child'

SPTS – Administrative Scope

As a Trustee LLF's can initiate the following administrative process for operation of the Trust:

• Obtaining the Permanent Account Number (PAN) for the Trust
• Opening various accounts for the Trust (Bank, Demat, Broker, Custody, Portfolio Manager)
• Initiating the process of transferring the assets (cash / securities / other assets) to the Trust
• Evaluation and appointment of portfolio managers for the trust
• Transfer cash to Portfolio Managers for undertaking investments and obtain reports from them on monthly basis
• Undertake the regulatory compliances with respect to the Trust like maintaining of accounts, audit of accounts, filing of income tax returns

However these could be provided on a special basis if required

• Services offered through tie ups with leading Tax Advisory Service firms (TAS) in relation to the Income-tax Act, 1961
• The endeavor would be to provide a tax compliant and cost effective solution that fits in to your long-term investment strategy
• We aim to proactively provide you inputs on new ideas and initiatives from Indian Tax laws and other regulatory perspective
• This would be based on understanding of your investment strategy involving the use of innovative financial instruments for risk management and tax planning
• We provide you a platform for exchange of views and an interaction with leading tax experts, vet the regulatory and tax implications on your business strategies and views and respond to your specific tax queries on an ongoing basis

TAS - Deliverables

• Our deliverables would be in the form of response over e-mail or in the form of concept notes or mails, unless it is mutually agreed otherwise
• TAS would analyze alternative solutions for you based on possible interpretations of law and exposures involved

The scope would generally not include the following:

• Advise on non-routine and significant matters / actual transactions such as specific deal structuring, product design and implementation, etc.
• Drafting / review of any documentation relating to the deals /structures / products, Services relating to Transfer Pricing Study under Transfer Pricing Regulations and Indirect tax services (except service tax).

However these could be provided on a special basis if require

To be a successful long-term investor, it is imperative to not only design a well-balanced portfolio of investments, but also to maintain the correct asset allocation within the portfolio. It has been observed that Asset allocation contributes 95% to a portfolio's returns. Asset allocation too is a function of the risk appetite and goals of a client. Hence, under this service, we help you create the right asset allocation and diversification strategy based on your investment and risk profile.

Financial Health Diagnostic follows the process of financial planning. It is the process of meeting your life goals through proper management of your finances. All of us have financial goals; it could be buying a home, saving for children's education, planning for retirement or just plain wealth creation and management. Whatever these goals, financial planning provides direction and meaning to all of your financial decisions and allows you to understand how each financial decision you make affects your life goals. With a solid financial plan in place, you can adapt more easily to life changes and feel more secure that your goals remain on track.