Estate & Legacy Planning

Craft your tomorrow, TODAY: Discover the power of Estate Planning

Estate and legacy planning involves preparing for the transfer of assets and wealth to future generations while ensuring that one’s wishes are honored and financial affairs are managed according to their preferences. It encompasses various elements such as drafting wills, establishing trusts, designating beneficiaries, and planning for charitable giving.

  • The complete is complete in every sense; even a small part of complete is complete in itself.

: Estate planning allows individuals to protect their assets and minimize tax liabilities, ensuring that more of their wealth is preserved for their heirs and beneficiaries.

Advantages of Estate Planning


Will Drafting, Trust Setup, Philantrophy Planning

Servicing Clients:

15+ states & 200+ PINCODES across India

Clients Consulted:

300+ families empowered with right financial guidance.


Will Creation for 50+ families
10+ families planned philantrophy with us.

Join the community of investors who have opted Goal Based Investments to achieve their financial goals. 


Our team comes with FPSB and SEBI registration for our various services.

Insurance policy

Our insurance framework helps you to get the optimal insurance for your family.

Goals Achievement

300+ have designed various life goals with us.

Goal Based Investments
Web Designer 90%
Success rates
Web Designer 95%