I want to return to India from the US. How and where all should I invest once I am back?  

I want to return to India from the US. How and where all should I invest once I am back?  

After careful consideration, I have made the decision to return to India from the US as my father is unwell. At 33 years old, I have approximately 10 crores post taxes in the US that I plan to bring back to India. I am considering splitting the funds in an 80-20 or 70-30 ratio and … Read more

Gold investment 2025: How to incorporate precious metals into family estate planning?

Gold investment 2025: How to incorporate precious metals into family estate planning?

Investment in precious metals is seen as a protection from enduring inflation, shifts in the prevailing market and economic recession and sustainably helps wealth creation in the run. Gold comes with a great degree of stability, whereas silver has a lot of potential for growth due to its industrial applications. Adding these metals to long-term … Read more

How UHNI families can use succession planning to safeguard their enterprises from tax consequences

How UHNI families can use succession planning to safeguard their enterprises from tax consequences

Ultra High Net Worth (UHNI) families face many challenges when it comes to succession planning. Beyond ensuring a smooth transition of ownership and leadership, they must also see complex tax implications that can significantly impact their wealth. Effective succession planning can help UHNI families minimise these tax consequences and protect their enterprises for future generations. … Read more

Why a Will should be the first step in your wealth planning

Why a Will should be the first step in your wealth planning

By Amit Patni Life is dotted with many uncertainties. As human beings, we crave for safety and security. However, with the outbreak of the pandemic, which is threatening to take heavy toll on human life, these uncertainties have become more pronounced and complex. The current set of events has highlighted the importance of having a … Read more