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Estate Planning

Dhanayush Capital Services Private Limited is primarily an SEBI Registered Investment Adviser and AMFI-registered Mutual Fund Distributor (ARN-94353) since Feb 24, 2014, and also distributes other investment products either directly or through its associates.

Estate Planning is about ensuring that your wealth is transferred smoothly, securely, and according to your wishes. It goes beyond writing a Will; it’s about bringing clarity and order to how your legacy will be managed and shared.

Why Estate Planning Matters

Most families accumulate assets over time — across investments, properties, and accounts — but few have a clear plan for their orderly transfer. Without proper documentation, families often face confusion, legal hurdles, or even disputes.

Estate Planning helps you:

  • Document your intentions clearly and legally
  • Provide for dependents and ensure financial continuity
  • Appoint trusted individuals to act on your behalf when required
  • Protect family harmony and reduce avoidable complications

We believe your legacy is not only about what you leave behind, but how thoughtfully you leave it.

What We Do for You

We assist clients in preparing Wills and Trusts as part of a structured estate plan. Our role is to simplify the process, coordinate with relevant professionals, and ensure that all aspects are aligned with your financial goals and family situation.

  • Review current asset ownerships and nominations
  • Help design and document your Will and succession wishes
  • Work with experienced lawyers and chartered accountants for legal and tax structuring
  • Create and implement Trusts where suitable for protection or continuity
  • Support families through estate transitions with sensitivity and clarity

Our goal is to give you peace of mind — knowing that your loved ones will be cared for, and your wealth will be transferred exactly as you intend.