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Knowledge Resources

Tools for India's
wealth-creating families

Practical frameworks, checklists, and guides built from a decade of advising India's most accomplished families. All free.

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Free Download
HNI Portfolio Audit Checklist
10 questions every HNI investor should ask about their portfolio. Are you paying hidden commissions? Is your allocation right for your goals?
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Free Download
Private Family Trust Checklist
The 12-point checklist families should review before setting up a private family trust. Legal, tax, and governance considerations.
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Free Download
Succession Planning Framework
Our four-pillar framework for business families planning a smooth generational transition — legal, business, governance, and next-gen.
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Coming Soon
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Coming Q3 2026
NextGen Family Wealth Outlook — Q3 2026
Our quarterly commentary on market themes, succession trends, tax changes, and long-term allocation ideas for HNI families.
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Coming Soon
Family Wealth Readiness Scorecard
A structured 20-point assessment of your family's wealth architecture — covering investments, succession, governance, and tax efficiency.
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Coming Soon
HUF vs Family Trust: A Decision Framework
A structured guide to choosing between HUF and private family trust structures — with tax implications, governance considerations, and case examples.
Coming Soon
From Our Blog
Family Office
What is a Family Office? A Complete Guide for India's HNI Families
CA Ujjwal Sainani · 8 min read
Succession Planning
Succession Planning for Business Families in India: A Practical Framework
CA Rahul Singla · 10 min read
Estate Planning
Private Family Trusts in India: How They Work and Why You Need One
CA Ujjwal Sainani · 9 min read

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