How can you protect your estate?

Life Insurance

You can gain confidence knowing your survivors can replace your income with a life insurance policy. It can also be used to replace money that is needed for expenses and taxes following your death. In addition, you can gift your policy to a charity.

You Can Talk To Your Adviser About…

Mutual Funds

In managing your estate, keep in mind the role of mutual funds that have increased in value. You can gift them and receive an immediate tax deduction and avoid paying capital gains taxes that would beowed if you sold the assets.

You Can Talk To Your Adviser About…

How Avyukta Earth Estate India Ltd. Can Help: Emily's Story

Emily Emily
< I didn't know that when Grandpa died I'd inherit this much money from his life insurance policy. There is a lot I want to do with it but I didn't feel that confident managing it.


Emily and her husband Emily and her husband
< I want the money to help my husband and me and support the charitable groups that mean so much to us. However, I was simply overwhelmed with investing options.


Emily, her husband and their financial adviser Emily, her husband and their financial adviser
< We're delighted that our adviser helped us determine the most appropriate investment options based on our goals. I'm proud that I'm confidently managing this unexpected gift from Gramps.

Emily's story is a hypothetical situation.

Estate Planning for Everyone

Some people think that estate planning is only for the wealthy. But it doesn't really matter how much or how little you have accumulated.

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Products To Help With Managing Your Estate

Life Insurance Life Insurance

Provide financial protection to those who rely on you.

Learn more »
Mutual Funds Mutual Funds

Choose from a wide range of options to match your goals, timeframe and comfort level with investment risk.

Learn more »

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