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:: Will creation
We assist in will creation of
its clients through goal oriented
planning i.e. life vista where in client
would typically have a family, with
multiple goals directed a meeting the
obligations/goals in life and where he
/she wants to leave a legacy behind to
be inherited by his/her family members
after his death
:: Estate planning / legacy planning
Estate planning involves the will,
trusts, beneficiary designations, powers
of appointment, property ownership
(joint tenancy with rights of
survivorship, tenancy in common, tenancy
by the entirety), gift, and powers of
attorney, specifically the durable
financial power of attorney and the
durable medical power of attorney.
:: HUF & Family trust management
We undertake to manage the pool
of funds generated by HUF and family
trust to ensure growth and returns of
funds given by them.
Domestic and overseas financial
services
Opulence involves
investment solutions through following
asset class for both domestic and
overseas clients/investors:
Mutual fund portfolio management
Life Insurance portfolio management
General Insurance portfolio management
Stock portfolio management
Private equity management
Structure notes
Retail Loans ( Home Loan/ Personal Loan
/ Vehicle Loan )
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