Preserving and growing wealth across generations through holistic family wealth planning, succession structuring and confidential advisory — for India's business families, HNIs and ultra-HNIs.
For India's business families and high-net-worth individuals, wealth management involves far more than investment returns. It requires careful succession planning, tax-efficient structuring, family governance frameworks and thoughtful philanthropic strategies — all developed with the deepest respect for family values and confidentiality.
Aggarwal H K & Co. provides a truly holistic private wealth advisory service — integrating tax planning, legal structuring, estate planning and family office advisory under one trusted relationship.
Comprehensive wealth and family advisory for India's most discerning families
Comprehensive wealth mapping and planning — cataloguing family assets, liabilities, insurance cover and investment portfolios to build a clear picture and identify optimisation opportunities.
Multi-generational succession advisory — identifying successor preparedness, structuring business succession, coordinating will preparation, reviewing nomination arrangements and planning for smooth transitions.
Advisory on private family trusts, discretionary trusts, specific trusts and estate structures — for asset protection, succession facilitation, tax efficiency and long-term wealth preservation.
Strategic use of the Hindu Undivided Family structure for tax planning, asset segregation, income splitting and succession — including HUF deed preparation, partition advisory and tax compliance.
Structuring of charitable trusts, foundations and CSR vehicles — ensuring philanthropic goals are achieved tax-efficiently with proper governance, FCRA compliance and 80G/12A registrations.
Facilitation and drafting of a family constitution — codifying family values, governance rules, business succession protocols, dividend policy, employment of family members and dispute resolution mechanisms.
A discreet, personalised process built on trust and long-term relationships
Confidential sessions to understand your family's complete financial picture — assets, liabilities, business interests, existing structures, insurance, investments and family dynamics.
Understanding your family's values, goals and priorities — financial security, business continuity, education, philanthropy and legacy — to inform a truly personalised advisory approach.
Development of a bespoke wealth management strategy — recommended structures, succession plan, tax optimisation framework, trust arrangements and family governance recommendations.
Coordinated implementation of recommended structures with legal counsel, and ongoing annual reviews to adapt the plan to changing family circumstances, tax laws and business developments.
Trusted by India's most discerning families and wealth creators
Trusted by 200+ families — because relationships matter more than transactions
We understand that family wealth matters are deeply personal. Every engagement is conducted with the highest standards of confidentiality, discretion and professional privilege.
Our in-house tax, legal structuring and regulatory capabilities mean your wealth plan is optimised across every dimension — income tax, transfer taxes, succession law and regulatory compliance.
We plan not just for today but for the next generation and beyond — helping families build governance structures, prepare successors and ensure wealth endures through generations.
Begin a confidential conversation about your family's wealth, succession and legacy planning today.