Estate Planning and Trusteeship Services

Protecting and providing for the ones we love is an integral part of life. Tata Capital helps you manage and preserve your assets during your lifetime and beyond to benefit your legal heirs in the best way possible.


Our experts in estate and trust planning will work closely with your lawyers and accountants to prepare appropriate and effective strategies. Our Estate Planning and Trusteeship Services include:


  • Will Services - Assistance in drafting and executing your will OR Online Will for self or assisted creation and generation.
  • Estate and Succession Planning - A plan that sets up your power of attorneys, guardianship arrangements or advanced care directives is created. Superannuation planning, business succession planning and strategy reviews are also undertaken.
  • Acting as a co-trustee in Private and Public Trusts*
  • Property Escrow Services - Secure the transfer of your assets and reduce risk for all parties involved by establishing an escrow arrangement with Tata Capital.

*This is a third party service offering where Tata Capital Financial Services is merely acting as a referral agent.




Important Information


All investments are subject to market risks and price fluctuation risk and there is no assurance or guarantee that the investment objectives shall be achieved. TCFSL does not guarantee any assured returns on the investments recommended herein. The return on investments mentioned herein is based on certain assumptions and actual returns may vary from the indicative returns mentioned herein. Past performance of securities/ instruments is not indicative of their future performance. The performance of the investment products recommended in the Report may be adversely affected by various factors such as the performance of individual companies, changes in the market conditions, micro and macro factors and forces affecting capital markets in particular like interest rate risk, credit risk, liquidity risk and reinvestment risk. Derivatives / Futures and Options products are affected by various risks including but not limited to counter party risk, market risk, valuations risk, liquidity risks. Derivative products are specialized instruments that require investment techniques and risk analysis different from those associated with stocks and bonds. The use of a derivative requires an understanding not only of the underlying instrument but also of the derivative itself. Derivatives may require maintenance of adequate controls to monitor the transactions entered into, the ability to assess the risk that a derivative adds to the portfolio and other related capabilities. Your specific attention is drawn towards warnings, disclaimers in documents, advertising materials relating to investment products, recommended, if any, in the Report. Mutual Fund Investments are subject to market risks. Please read the scheme related documents carefully before investing for full understanding and detail. Please read the Risk Disclosure Documents carefully before investing in Equity Shares, Derivatives or other instruments traded on the Stock Exchanges. Insurance is the subject matter of solicitation. TCFSL does not underwrite the risk or act as an insurer.


Though all possible care has been taken to ensure the accuracy of data/information, TCFSL makes no representation/s or warranty/ies, express or implied, as to the accuracy, completeness or reliability of any information compiled herein, and hereby disclaims any liability with regard to the same, including, without limitation, any direct, indirect, incidental or consequential loss. You shall verify the veracity of the information on your own before using the information provided in the Report. This report shall not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, copied, in whole or in part, for any purpose whatsoever. Depending upon your specific requirements and information further supplied by you, TCFSL reserves the right to make any modifications and alternations to this Report, as may be required from time to time. TCFSL takes no responsibility of verifying the accuracy and authenticity of the information supplied by you for preparation of this Report.


Recently there have been cases of fraud being committed under the name of Tata Capital or Tata Finance. Customers are requested to read the attached advisory and be aware of misleading advertisements in the newspapers. Click here to read the advisory and be aware of misleading advertisements in the newspapers.


Click here to read the advisory


Tata Capital Financial Services Limited ("TCFSL") is registered with the Securities Exchange Board of India as an Investment Advisor. The Registration No. is INA00000215