Wealth & Treasury Management

Wealth & Investment Planning

Tax-efficient wealth structuring, HUF planning, estate planning, portfolio taxation, and insurance planning under Indian law.

5 articles — updated weekly

Featured

Succession Planning for Family Businesses: HUF Partition, Buy-Sell Agreements, and Tax-Neutral Exits

Family business succession demands more than emotional handovers. Section 171 HUF partitions, properly structured buy-sell agreements, and Section 47(xiii) exemptions are the legal and tax toolkit that protects wealth across generations while minimizing capital gains tax.

Read article →8 Apr 2026

Capital Gains Optimisation for HNIs: Section 54, 54EC Bonds, and 54F Before March 31

27 Mar 2026

High net-worth individuals face significant capital gains tax when selling property or unlisted shares. Section 54, 54EC, and 54F offer legitimate exemptions, but the rules are strict and the March 31 deadline is unforgiving. This guide explains the harvesting window and how to lock in relief before year-end.

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Estate Planning for HNIs: Will vs Trust, Gift Tax Under Section 56(2)(x), and Why Your CA Must Lead

21 Mar 2026

High-net-worth individuals in India face critical choices between wills and trusts, compounded by gift tax implications under Section 56(2)(x). A skilled CA must lead your estate planning strategy to protect your wealth, minimize tax leakage, and ensure smooth succession.

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ESOP Wealth Planning for Startup Founders and Employees: Tax Deferral and Post-Vesting Strategies

12 Mar 2026

ESOPs are a powerful wealth-building tool for startup employees and founders, but the tax code can turn them into a liability if you don't plan ahead. Section 17(2) perquisite tax and Section 80-IAC deferral rules need surgical precision to maximize wealth retention.

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PMS Tax in India: Capital Gains, Section 44AB Audit & Form 3CD Disclosures

7 Mar 2026

Portfolio Management Services attract capital gains tax in India. When your trading turnover exceeds Rs.10 crore, Section 44AB audit becomes mandatory--and Form 3CD disclosures carry heavy compliance weight. Here's what portfolio managers and high-net-worth individuals must know.

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