AMFI Registered Mutual Fund Distributor

Portfolio Login
WhatsApp Community
Portfolio Review
Risk Profile
Investor Corner

Estate Planning

Secure Your Family’s Future, Your Way

Estate planning ensures that your wealth is transferred smoothly and as per your wishes, without creating stress or confusion for your family.

It is not just for the wealthy. It is essential for anyone who wants clarity, control, and peace of mind.

What We Do

We help you put together a simple and structured estate plan:

• Guide you in creating a clear Will aligned with your financial goals
• Help document all assets for easy reference and transfer
• Facilitate professional validation of your Will through legal experts
• Support in updating existing Wills when required
 

Additional Solutions

For clients with more complex requirements:

• Family Trust planning for structured wealth transfer
• Business succession planning
• Estate solutions for NRIs and global assets
 

Why It Matters

• Ensures your assets go to the right people
• Avoids disputes and legal delays
• Simplifies the process for your family
• Gives you complete clarity and control
 

How It Works

• Understand your family structure and assets
• Define distribution as per your wishes
• Create and validate your Will
• Keep it updated as life evolves
 

Take the First Step

Estate planning is often delayed. But it is one of the most important steps in financial planning.

Start today to ensure your family is protected, no matter what. Please Contact Us if you would like to get your Estate Planning done.

Please provide your feedback & ratings. We would love to hear from you.

Financial Radiance

Helping clients achieve Financial Freedom.

Rajesh Minocha, CFP
AMFI Registered Mutual Fund Distributor (ARN-117902)

First registration date: 27-Dec-2016

Current Validity: Till 18-Nov-2028

Facebook Twitter Youtube Instagram Linkedin

Quick Links

About Us

Blogs

Services

Resources

Testimonials

FAQs

Contact Info

Address
B 346, Victoria Drive, Paramount Golf Foreste, Opp. Sector Zeta 1, Greater Noida – 201306 Uttar Pradesh

Grievance Officer Name: Rajesh Minocha

Email: rajeshminocha@financialradiance.com

Contact: +91 98664 61113 | +91-120-4548926

Grievance Escalation Mechanism

SEBI SCORE Redressal

Terms & Conditions

Privacy Policy

Refund Policy

Disclosure

Site Map

SID/SAI/KIM