Preserving wealth across generations is more than just passing down assets—it’s about securing a legacy that endures the test of time. From navigating legal complexities to choosing the right stewards, ensuring your wealth thrives for future generations requires thoughtful planning and proactive decision-making. In this newsletter, we explore key questions and strategies to help you build a financial legacy that lasts. Let’s dive in!
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Hi Sir, I’m one of your old customers. Now a days there are no scrip plans on offer for me, inspite of calling your customer care representatives. Earlier any scrip plan was on offer they contact me and infm. Now they stopped doing that, approach also changed a lot. I would like to see the old customer centred and affordable PA wealth services.
Best wishes,
Regards,
Satheesh