Planning Your Estate

When planning your Estate for preservation, management and succession various roles need to be taken on to carry out the necessary activities.

Trust Versus Will

Trust provides for management of the Estate during person’s lifetime and also provides for distribution and management of wealth post demise.

Will is a legal declaration of a person’s intention with respect to his property which he desires to be carried into effect only after his death.

Estate Planning Services

Following is the range of Estate Planning Services offered:

Advisory

Advise on the structuring of an Estate Plan for the benefit of future generations and management and administration of the Estate during and post life.

Drafting and Execution

Facilitating drafting of Wills, Trust Deeds and ancillary documents tailored to specific family needs.

Trusteeship

Acting as a Corporate Trustee for administration and distribution of the Estate.

Executorship

Acting as an Executor for administration of the Estate on the death of the Settlor.

Safe Custody

Providing safe custody for all the movable assets viz. jewellery, paintings, etc. and title documents of various properties.

Kotak Mahindra Trusteeship Services Ltd (KMTSL) is a 100% subsidiary of Kotak Mahindra Bank Ltd and offers Estate Planning Services to High Net-worth families. Contact us to know more.

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Service Eligibility

Asset Advisory Services
Financial Assets of Rs. 5 crores and more
Family Office Services
Net Worth of Rs. 1 billion and more
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Ashish Khetan

Ashish Khetan Senior Executive Director - Wealth Management

Jaideep Hansraj

Jaideep Hansraj CEO - Wealth Management & Priority Banking

Oisharya Das

Oisharya Das National Director - Client Relations

Rajesh Iyer

Rajesh Iyer Senior Executive Director- Wealth Management & Head - Investment Advisory & Family Office

Samira Bhargava

Samira Bhargava Head South India – Wealth Management Services

Srikanth Subramanian

Srikanth Subramanian Senior Executive Director - Client Relations & Regional Head - North

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