Loss of Loved Ones


Of all the things in life, though only death is certain, however when it strikes, it leaves behind a trail of misery and grief. The loss of a loved one can never be compensated. The grief that follows is a natural response and mourning is an outlet for such unbearable grief. However you may also be faced with financial concerns. Key issues such as estate settlement and inheritance matters need to be looked into. Inheritance is associated with:

 

  •     Tax implications
  •     Change in your “net worth”

 

This calls for important financial decisions that can impact your

 

  •     Current taxes
  •     Future assets
  •     Retirement Plan

 

ArthaYantra as your CFO will enable you to address your immediate financial needs to ensure that they are met during the settlement of estate. Our financial planning will help you to maximize the value of your inheritance and to determine whether all your assets including your inheritance can cover your financial needs in your retirement. Talk to our financial advisor to ensure the right financial decisions at such a difficult time.

 

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About Us

ArthaYantra was started by a group of ISB Alumni. The journey started with finding answers to questions like:


1.I earn so much, where does my money go?
2.Can I refinance my home loan?
3.Have I made financial mistakes in the past?
4.When should I start saving?
5.I want to grow my money, how?
6.I have some financial goals, I don't know how to achieve them   Read More

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Contact Details

India Office

Plot #319, Second Floor,
Ayyappa Society, Madhapur,
Hyderabad - 500081, AP, India
Phone: +91 -(40)- 66588131

US Office:

WFA Global Investments
100 Park Ave, 16th Floor
New York, NY 10017
Phone:+1 -(646)-340-4751