Estate Planning
Less Fees
Experience
Trust
Estate planning in simple terms refers to the passing assets/investments down from one generation to another. You decide how much of your estate – be it property(s), car(s), personal accolades, financial investments, etc. – you want to pass on to whom and how, after your demise.
Will : A Will is legal declaration of the intention by the one making it – the testator –with respect to property that he/she desires to be carried into effect after his death.
Trust : A trust is an agreement between the settlor and the trustees to transfer the legal ownership of assets / property to the trustee with the obligation that the same should be held for the benefit of the beneficiaries as specified in the trust deed.
Why Estate Planning With SFINVERSE
Pioneering
We will be assiduous, and resolute in taking on challenges, using deep customer insight to develop innovative financial solutions for them.
Integrity
We will be fair, honest, transparent and ethical in our conduct; everything we do must stand with the fiduciary.
Excellence
We will be passionate about achieving the highest standards of services, always promoting a client-centric approach.
Unity
We will invest in our people and partners, enable continuous learning, and build caring and collaborative relationships based on trust and mutual respect.
Responsibility
We will harmonize environmental and social principles in our businesses, ensuring that what comes from the people goes back to the people many times over.
