Business Succession & Family Wealth Transfer
Business and family succession planning — legal, tax, and governance aspects.
₹20,000
Professional's fee (indicative)
What this service involves
Business and family succession planning — legal, tax, and governance aspects.
How it works
Select a professional
Browse Lekha's vetted panel and choose the professional you want to work with — we never assign one on your behalf.
Professional confirms fee
The professional reviews your requirement and confirms their fee directly with you. No surprises.
Engagement letter
A formal engagement letter is generated — a contract between you and the professional. Lekha is not a party to it.
Two separate invoices
The professional bills you for their work (₹20,000). Lekha bills a small facilitation fee separately. The two never mix.
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Proactive personal income tax structuring and optimisation for salaried and HNI individuals.
Estate Planning & Will Drafting
Will structuring, trust planning, and asset distribution advisory.
HNI Wealth Management & Advisory
Comprehensive wealth management advisory for high-net-worth individuals.
Investment Planning (Fee-Only SEBI RIA)
Fee-only investment planning — asset allocation, portfolio review, and financial goal mapping.
Two separate invoices. Lekha never takes a share of the professional's fee. Reserved to: Empanelled professional.
Connect with a professional →All Personal Tax, Wealth & Estate Planning services