Securing your family’s future for generations.

Estate Planning ensures that the estate of the wealth earner is efficiently & seamlessly passed on to beneficiaries.

360 ONE Investment Adviser and Trustee Services Ltd (formerly known as IIFL Investment Adviser and Trustee Services Ltd) (360 ONE IATSL), is a subsidiary of 360 ONE WAM Ltd., which is one of the largest Wealth Management Company in India. 360 ONE IATSL is a body corporate providing services to families to address their succession needs of their Indian assets with the ever-changing regulatory and social environment to ensure that current and future generations benefit with the continuity, prudence, and professionalism that a well-established organization can provide.

360 ONE IATSL has been assisting families in planning succession of their financial assets, immovable assets, jewelry, art and artefacts. We have been providing our clients with innovative, tailor-made solutions basis their objectives. While doing so we have, at all times, maintained the highest standards of integrity and professional ethics.

360 ONE IATSL has wide range of experience in giving solutions to families with various objectives:

Promoter Business Ownership
Joint family businesses with three generations actively involved
Ring fencing of personal assets against business risks
Global family requirements
Family having children with special needs

Our Strong Pillars

Bespoke

Service

Estate planning is a deeply personal service. Our team is well-equipped to help craft a plan that combines personal beliefs, close relationships and local regulations to pass on wealth in an effective, efficient and compliant manner.

Tax

Efficient Solutions

Legal documents and trust structures are dictated by the client’s specifications and augmented with our team’s expertise. This results in an estate plan that complies with local laws, efficiently mitigates taxes and offers the client complete control over how the funds are used. With reduced costs and efficient taxation, a broader portion of wealth is preserved for future generations.

Transparent

Governance

Our team values transparency and effective governance for estates. A clear structure and transparent mandate enables our customers to pass on more than just wealth. It helps transfer the family’s culture, values and work ethics to leave behind a genuine legacy to follow.