At Sethia Financial Services, we understand that wealth isn’t just about numbers — it’s about family, legacy, and the values that shape both. Our Private Client Practice is designed to help high-net-worth individuals (HNIs), business families, and global Indian residents protect and preserve their wealth across generations.
Our highly experienced team brings together deep expertise in areas critical to private wealth management, including:
Mr. Mohan Sethia, with decades of experience in guiding families through complex wealth decisions, we bring more than just technical expertise. We bring insight, empathy, and discretion.
Estate planning is the process of organizing and managing your assets to ensure a smooth transfer to your beneficiaries after your lifetime. It helps avoid disputes, reduce tax liabilities, and ensures your wishes are carried out.
A will is a legal document outlining how your assets should be distributed after death. An estate plan is broader and includes wills, trusts, power of attorney, guardianship, and tax planning to cover all aspects of asset management and succession.
Anyone with assets—be it property, investments, or business interests—should have a will or estate plan, regardless of age or wealth. It’s especially important if you have dependents or specific wishes for asset distribution.
Yes. All wills and estate planning documents prepared through Sethia Financial Services are compliant with Indian legal standards and are valid in a court of law.
Absolutely. Your will and estate plan can and should be updated as your life circumstances change—such as marriage, the birth of a child, or acquisition of new assets.
If someone passes away intestate (without a will), their assets are distributed according to the laws of inheritance, which may not align with their wishes. This often leads to disputes and delays.
While it’s not mandatory, having an experienced advisor or lawyer ensures your documents are clear, valid, and reflect your true intentions. We provide expert guidance at every step to make the process seamless.
We assist you in drafting wills, setting up family trusts, designating beneficiaries, and minimizing tax liabilities. We also work with legal professionals to ensure your estate plan is legally sound and enforceable.
We work closely with clients to balance financial stewardship with family harmony, ensuring your legacy is protected not just for the next generation, but for generations to come.
The knowledge of market can be gained through books. However, the skills required to gauge the market in times of uncertainties and deliver results consistently requires experience
+91 7898200421 | +91 9285302505
Sethiafinancialservices@gmail.com
© Copyright 2024 All Rights Reserved
