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NRI Practice
Services - Wealth Protection

NRI clients need to protect and preserve both their existing as well as future India assets, for which we offer tailor made wealth protection solutions such as:

Estate Planning
The Plan Ahead team works closely with domain specialists to strive to ensure that your India assets can be distributed to your chosen heirs in a tax efficient and hassle free manner.

We could also help you in the preparation of trusts, wills, power of attorney documents, as the case may be.
Risk Management and Insurance Solutions

Our Risk management solutions encompass:

In-depth assessment of the risk coverage position in relation to your India goals and priorities, to identify appropriate risk coverage needs.
Periodic evaluation and recommendations on your current risk management position including a review of

Life coverage needs for you and your family

Health coverage needs for you and your dependents

Business coverage needs
Property coverage needs
Asset coverage needs

At Plan Ahead, we also believe that there exists the risk of living too long. This risk may not be supported fully by social security and medicare solutions available in your current country of residence. We work with you on creating appropriate risk management solutions covering pensions and long term medical care to cover this risk.

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