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Wealth Planning

An extremely popular estate planning technique in India is to do nothing and leave it to fate. This attitude more often than not has resulted in family feuds and lengthy court battles.

HSBC Private Banking provides introduction services for succession planning and wealth management through select third party service providers who aim to ensure that your assets are safe not just for now but also for future generations.

The third party service provider will provide customized solutions to address your Estate and succession planning needs through a combination of structures which could include trusts and wills. Additionally, the service provider will help you implement the structure and manage the associated fiduciary and administrative requirements during your lifetime and beyond.

The Bank's role is limited to referring the client to the third party service provider for such Estate planning / Trust execution services. The Bank or the Bank representatives do not advise the clients on the same.
Our Outlook
Our India monthly strategy carries our views and strategies on various asset classes and financial instruments and covers equities, fixed income, commodities and currencies. For more details please see full report.
May 2012
We welcome the opportunity to explore and discuss how we might help you and your family.
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