AMFI-Registered Mutual Fund Distributor
Your wealth. Your wishes. Your family’s peace.
Legacy Planning ensures that everything you’ve built is passed on smoothly, respectfully, and exactly as you intend.
It protects your loved ones from confusion, delays, and disputes—so your legacy becomes a source of comfort, not stress.
At Pathfinders, we help you bring clarity, structure, and dignity to the transfer of your wealth—because true planning goes beyond a lifetime.
What We Help You With
No. A Will is important, but legacy planning also includes nomination review, asset structuring, and succession clarity to ensure smooth execution.
Nomination helps ensure faster and hassle-free transfer of assets. Incorrect or missing nominations can cause significant delays for family members.
Anyone with assets, dependents, or family responsibilities—regardless of age or wealth level—should have a legacy plan in place.
Yes. Even simple family structures can face complications without proper documentation. Clarity today prevents conflict tomorrow.
We guide you through a simple, sensitive, and structured process, ensuring your wishes are aligned with your family’s future—without overwhelm.
SF/11, 2nd Floor, 10th Central Mall Mahavir Nagar Kandivali West Mumbai 400067
