Banisatya WealthEstate planning in Kolkata
Wealth that isn't structured to transfer smoothly creates disputes, delays and taxes for the people you built it for. Nominations, wills and succession planning — handled while it's easy.
At minimum: correct nominations on every folio, policy and account; an up-to-date will; and a clear record of assets your family can find. For larger or business-owning families it extends to succession structures and trusts, in coordination with legal professionals.
How we help
Nomination audit
The single most neglected item in Indian portfolios — we audit and fix nominations across every holding.
Will preparation support
Structured asset inventories and coordination with legal professionals for drafting and registration.
The family file
One organised record of every asset, liability, policy and contact — so your family is never searching in a crisis.
Business & HUF succession
For business families: succession conversations and structures, coordinated with your CA and lawyer.
How it works
Free consultation
A 30-minute conversation — in person at Poddar Court, on a call, or on WhatsApp — to understand your goals, income, existing investments and risk comfort.
A written, goal-based plan
We map each goal to specific instruments and amounts, explain why each is suggested, and show illustrative projections — nothing is guaranteed, and we say so.
Regular reviews, lifetime support
Portfolio reviews on a fixed cadence, rebalancing suggestions when life or markets change, and quick claim/paperwork assistance whenever you need it.
Frequently asked
Is a will necessary if nominations are in place?
Yes. A nominee is often only a custodian under Indian law — legal heirs can still claim the asset. Nominations plus an up-to-date will together provide clean transfer; either alone can leave gaps.
Does Banisatya Wealth draft wills?
We prepare the structured asset inventory and coordinate the process, working with legal professionals for drafting and registration. Legal documents are always executed by qualified lawyers.
Let's grow wealth together.
Book a free consultation to discuss your goals — mutual funds, insurance, tax, retirement and more. No fees, no obligation.
Book a Free Consultation →Or call / WhatsApp +91 94330 87080 · Poddar Court, Kolkata