Professional

Nexus Wealth & Private Client Practice

Estate Planning, Family Office Advisory & Global Portfolio Allocation. Fiduciary wealth advisory serving entrepreneurs and multi-generational families with estate trust structuring, succession roadmaps, and unbiased financial planning.

Surat, Gujarat
Nexus Wealth & Private Client Practice
Nexus Wealth & Private Client Practice logo

Offers

Initial Advisory Privileges

Complimentary preliminary assessments and retained corporate consultation packages.

Family Wealth Diagnostic & Succession Review

Complete asset mapping, inheritance tax risk analysis, and draft succession framework for ₹13,500.

Confidential private client intake

₹13,500₹18,000

Advisory & Engagement Scope

Consulting & Professional Services

Private Wealth & Estate Services

Preserve wealth across generations.

2 items

Comprehensive Family Estate Trust Setup

Private family trust deed drafting, trustee appointing, and asset ringfencing against liability.

Fiduciary
₹35,000

Will Drafting & Asset Protection Review

Legally enforceable testamentary will registered with two witnesses and medical certification.

₹14,000

Retirement & Legacy Planning

Financial independence modeling.

1 item

Retirement Corpus Readiness Roadmap

Monte Carlo simulation stress-testing inflation and longevity against personal assets.

₹12,000

Visit

Plan your visit

Opening hours

Closed now
Monday
09:30 – 18:30
Tuesday
09:30 – 18:30
Wednesday
09:30 – 18:30
Thursday
09:30 – 18:30
Friday
09:30 – 18:30
Saturday
10:00 – 15:00
Sunday
Closed

Find us

Penthouse 11, Financial District, Piplod, Surat, Gujarat

+91 98251 12003
Nexus Wealth & Private Client Practice logo

Nexus Wealth & Private Client Practice

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