Wealth Services
Capital Gains, Estate & HNI Tax Planning
HNI tax planning, capital gains optimisation, estate planning, family office advisory, ESOP wealth, and NRI wealth support.
This hub is for founders, HNIs, and families who need tax-efficient wealth decisions with a clean legal trail. It brings together capital gains, succession, and investment planning so the advisory path stays coordinated.
What this hub covers
Typical engagement flow
Audit
Map income, holdings, family structures, and cross-border exposure before advising.
Plan
Build the tax, investment, and succession plan around the legal facts and goals.
Implement
Execute documents, transfers, nominations, and investments in the chosen structure.
Review
Revisit the plan annually so tax positions and family goals stay aligned.
Related services in this lifecycle
Wealth Advisory Services
Wealth Advisory→Wealth Management
Wealth Mgmt→Wealth Transfer & Estate
Estate→Estate Planning
Estate Planning→Will & Succession Planning
Will→Business Owner Financial Planning
Business Owner→HNI Tax Planning
HNI Tax→Capital Gains Optimisation
Capital Gains→ESOP Wealth Planning
ESOP Wealth→NRI Wealth Advisory
NRI Wealth→Common questions
What is the difference between Section 54 and Section 54F?
Under the Income-tax Act, Section 54 generally applies to residential house capital gains while Section 54F applies when net sale proceeds from a non-house capital asset are invested in a residential house.
How are ESOPs taxed?
Under Section 17(2)(vi) and Section 45 of the Income-tax Act, ESOP taxation can arise at exercise as a perquisite and again at sale as capital gains.
Should succession use a will or a trust?
A will is governed by the Indian Succession Act 1925, while a private trust is governed by the Indian Trusts Act 1882; the better route depends on control, privacy, and transfer needs.
How do NRI repatriation limits work?
Repatriation is governed by the FEMA framework and the account category involved, especially for NRO-linked funds and inherited assets.
What is the benefit of family office planning?
Family office planning coordinates tax, governance, succession, and investment controls so wealth decisions are not made in isolation.
Need the right filing or advisory path?
We can map the facts, confirm the statutory route, and move from draft to execution without the usual back-and-forth.