STRATMORE - Estate Planning Services
Here we ask some key questions by Differentiating the thought of “Need to have” rather than “Nice
to have”
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Do I need a Will? What should it include?
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Should a Will be registered?
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Who needs a private family Trust and how does it help?
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Which profession/ business makes it nearly mandatory for a family Trust to be created?
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My son or daughter resides outside of India. Should they be included as beneficiaries in a family Trust? If so, what should I keep in mind?
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We own a large family business. Do we require a 'Family Constitution' for better governance?
Family Succession Planning through Stratmore
Protection of Wealth and family Succession Planning through Stratmore
STRATMORE - Investment Management
Some Key Questions
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What should be an Asset Allocation?
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Which are the Key principles on which a portfolio is created?
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how to monitor a portfolio? What are the red flags?
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How to Compare a portfolio with the top quartile return
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Which is the most important factor to consider while creating a portfolio?
Portfolio creation through Stratmore
Locations
- Bangalore
- Mumbai
- Delhi
- Kolkata
- Pune
- Hyderabad
Corporate Office
- Springboard Business Hub, GK Complex No. 45/3 Residency Road, M.G. Road, Richmond Town, Bangalore-560025