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Wealth and Estate Planning is an independent Investment Advisory & Services offering unbiased, fee-based services.


Nothing in this website constitutes an offer or advice or solicitation of financial product advice and are not intended to constitute provision of investment, legal, tax, or other professional or financial advice. All investment strategies and investments involve risk of loss.  Any reference to an investment’s past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit. 

Such content therefore should not be relied upon for making of any such personal, financial, taxation, legal and investment decisions.


Although the material contained in this website was prepared based on information from public and private sources believed to be reliable, no representation, warranty or undertaking, stated or implied, is given as to the accuracy of the information contained herein,

and Wealth and Estate Planning expressly disclaims any liability for the accuracy and completeness of information contained in this website.  

This website is distributed for general informational and educational purposes only and is not intended to constitute legal, tax, accounting or investment advice. The information, opinions and views contained herein have not been tailored to the investment objectives of any one individual, are current only as of the date hereof and may be subject to change at any time without prior notice. Wealth and Estate Planning does not have any obligation to provide revised opinions in the event of changed circumstances.

Any ideas or strategies discussed or communicated herein should not be undertaken by any individual without prior consultation with a financial professional for the purpose of assessing whether the ideas or strategies that are discussed are suitable to you based on your own personal financial objectives, needs and risk tolerance. Wealth and Estate Planning expressly disclaims any liability or loss incurred by any person who acts on the information, ideas or strategies discussed herein. 

The information contained herein is not, and shall not constitute an offer to sell or purchase, or a solicitation of an offer to buy or an offer to purchase any securities or investment.

Privacy Policy

Our services to our clients require us to collect and retain certain personal and investment data. Our business is built on trust and hence it is paramount that we preserve the confidentiality of all data provided to us, hence we maintain the following privacy principles:

1. We only collect personal information that we believe to be relevant and required to understand your personal needs and to conduct our business.

2. We use your personal information to provide you with better advice.

3. We will not disclose your personal information to any external organisation, unless we have your consent.

4. We aim to keep your personal information on our records accurate and up to date.

5. We maintain strict security systems to prevent unauthorized access to your personal information by anyone, including our staff.

6. All Wealth and Estate Planning, our associates with authorized access to your information are bound by strict confidentiality agreements.

By maintaining our commitment to these principles, we, at Wealth and Estate Planning, will ensure that we respect the inherent trust that you place in us.

Blog Disclaimer

The Blogs and information contain copyrighted material the use of which has not been specifically authorized by the copyright owner. We have used the said relevant material and generated our inferences in our endeavour to provide information and better understanding for critical personal finance, wealth and estate related topics. This constitutes a ‘fair use’ of any such copyrighted material provided for in section 107 of the US copyright Law.

In accordance with the Copyright Disclaimer under section 107 of the Copyright Act 1976, the material on this site is for “fair use” for purposes such as commenting, reporting, teaching and research. If you wish to use the copyrighted material from the site for purposes that are beyond “fair use”, you must obtain permission from the rightful copyright owner.

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