സാക്ഷ്യപത്രങ്ങൾ

Ajit Singh

Chief Investment Officer  Houston Firefighters Relief and Retirement Fund

“As an Indian, living abroad, I was grappling with complexities around inheritance  – paucity of time, multiple visit to settle matters, lack of appreciation of complexities and peculiarities involved and lastly no reliable means of finding assistance.

Inheritance Needs was referred by a friend. Post initial interaction the anxiety was laid to rest. In three weeks, INSPL team guided me expertly, and by the time I landed, I was in readiness mode – all legal framework in place. Their approach of interacting with local advocate in my home town under close supervision ensured nothing fell through cracks.

Within 5 days post landing and four weeks after initial contact, all documentation duly completed was with me. Importance of this cannot miss the mention.

INSPLs expert guidance, solved the infinite anxiety which always bothered me. INSPL, with its knowledgeable talent pool, attention to detail and commitment to work to meet customers need has been indeed a delightful experience. ”

Pradyumna N

ED –Greatship

“I recently concluded preparation and registration of both my and my wife’s Will with Inheritance Needs. I am satisfied with their capability to deal with human emotions and ability to suggest options to deal with perceivable future scenarios related to family dynamics which aptly reflected in their deliverables.

Their legal skill set, understanding issues and promptness in response was comforting. My earlier experience with solicitor firms , on Will drafting seemed very mechanical when compared with Inheritance Needs service.

The unique feature involving due diligence of asset documentation helps correcting deficiencies, if any and eliminating future possibility of difficulties that could arise at the time of administration  of the  Will by the Executors.

I have no hesitation in recommending the Company to my acquaintances. ”

Kaushik & Kalpana

Co- Founders – Svakarma Finance

“My wife, Kalpana and I started our journey with INSPL by signing the NDA in March 2022.

Given our busy work schedules and other commitments, we did not realize the effort that was required, commencing from sanitizing our names across our KYCs, collating the data with evidential documents, till finally we reached the finish line.

Interacting with INSPLs team has been an absolute delight – they are supportive, patient, responsive, courteous and always willing to suggest options keeping in mind family intricacies and emotions. They are extremely knowledgeable about regulations governing inheritance of Indian assets. Every solution is backed by legal rationale.

We would recommend their services to our friends and to our professional circles.

Ashok Bhatia

Group CEO  Abacus Pharma (Africa) Ltd Kampala

Discussions among friends (of 4 decades) on inheritance implementation challenges led to inviting the Inheritance Needs Team for an e-meet session.
Their service concept seemed extremely useful and pragmatic and was tailored to suit needs of parents who live in India with their children being abroad.  On enrolment,  I experienced a very involved team, readily accessible to provide explanation/ clarification. Having availed their service, I believe that individuals wealth must be passed on to the beneficiaries hassle free, for which I strongly recommend individuals to evaluate INSPLs services. I am of the opinion that INSPL is contributor in providing solace to an aging Indian society.

Anita Pinto   CA – USA

Availed PIC for parents

Inheritance needs services  provided a niche service (on inheritance) to my elderly parents in India with regard to documentation for future inheritance of their assets.  

As a professionally run organisation they understood and catered to my parents requirements, delivered as promised and on time.

A courteous team with exemplary kindness while dealing with super senior citizens is their hallmark

H Joshi Former ED (Crisil)

Availed PIC services

Making my ‘WILL’ has been a long pending & important project which got lost in my daily routine. When I faced a sudden medical emergency, its immediacy got pronounced.

WILL has been a topic of discussion at varied forums- Rotary/ Lions etc including social media. A standard template – a quick solution seems easy; but transmission of assets to beneficiaries under perceivable future situations is an important link which escapes attention and even mention.

Going with INSPL was a logical choice with my former colleague at CRISIL running the organization. The team took a comprehensive view on all assets being individually compliant to travel the path of inheritance. Above all their process considered possible scenarios including a state of incapacitation in the development of the WILL.

A gentle and regular follow up and understanding of issues important to me, the team’s observations with regard to its implementability was part of the process. The final WILL fully captures my wishes. INSPLs emphasis is to make a WILL which is easy to implement.

Vikram Ingale , Pune

Availed “PIC” service

“I suffer from Quadriparesis and was referred to Inheritance Needs by a school mate.

INSPLs team evaluated all documents related to my asset ownership and possession including that of my family (aged parents) and my married sister.

INSPL officials took a comprehensive view on the assets owned by the entire family, discussed the action points and within 45 days delivered a self-sustainable structure to ensure wealth and finances would operate and move even in case of incapacitation to me when my parents are not around.

Such implementation work at ground level especially to ease the possible future stress of the family was plugged.

Their depth in knowledge reflected in their strength to explain bankers the possible future perceived scenarios, which is appreciable. The service was laced with empathy.”

Surendra A Dave

Dr. Surendra A Dave

Former Chairman – SEBI , UTI

“I have availed the professional services of Inheritance Needs Services.

I am treated with immense respect as a senior citizen and all my problems are carefully listened to. They have resolved my problems by diligently pursuing them.

On my own, I felt totally lost due to old age and personal tragedies. My sincere gratitude to the team for providing these services, and all the while treating us with dignity and respect.

Our banks, particularly and others engaged in the financial services, have plenty to learn from them.

All my best wishes to them.”

Shivaji-Dam

Shivaji Dam

Director – Kotak Mahindra Life

“I had my Will prepared quite some time back . Recently when I met Inheritance Needs , the will was rewritten with significant changes.

The changes became necessary due to the incessant questioning by INSPL team seeking deep insights on my assets to include minute details for safeguarding possible interpretation challenges of institutions and issuers.

As legal provisions dealing with inheritance and rules governing various assets are quiet confusing and sometimes contradictory;  a holistic approach is advisable. Also procedure and process of transmission of property differs across India.

The Team at INSPL seems to be  knowledgeable on rules, process  and procedures to meet transmission challenges of all asset classes.

I think INSPL has done a good job in making an all encompassing comprehensive Will. This however, my beneficiaries will realise – as their task on transmission has been made easy by INSPL. ”

Vasudev

VP & Head – Delivery Risk Management -Infosys
Availed “PIC” service

” With life being unpredictable, I was looking around for guidance. A colleague recommended “Inheritance Needs

The team provided valued inputs , were professional in explaining the details in many areas which I was unaware.  Though a time consuming process, the SPOC assigned was very patient.

After deliberations and discussions, I had the final version of the Will, to suit my requirements.  Really thankful to the entire operational team for guiding me properly.

I strongly recommend the services for securing their loved ones.”

Dr. Arun Atrey 

Managing Director & CEO Zenex Animal Health

“My overall experience with the team from the beginning has been excellent.

I never perceived the level of attention and care required in making a WILL.

Every document underwent scrutiny followed by constructive feedback which has resulted in a robust WILL- now a virtual repository.

I felt the relevance and importance of professional guidance in making a WILL which eventually shall be executed in my absence.

I wish the team all success. ”

Sudhin Choksey & Anjali

Former MD – Gruh Finance

“At the outset, we are impressed to know that an agency exists to help families be inheritance compliant!

Planning inheritance is a very critical requirement which families realise only upon the loss of their loved ones. In the past, having undergone a painful experience, we availed the service offered by INSPL.

We must admit, that during the assignment we realised the extent of paper work required with various agencies even in today’s digital world. Form submissions, communication, and follow-ups done by INSPL were an integral part of the assignment; the relief of being served at our residence as per our convenience was a hallmark of the service.

We sincerely appreciate the patience of INSPLs operational team for their silent follow up which helped us navigate us to reach a state of comfort.

Post our demise, our next generation will be relieved from undergoing tedious and cumbersome processes and work.”

Rajeev Dubey

Group President (HR & Corporate Services) & CEO (After-Market Sector)Member of the Group Executive Board Mahindra & Mahindra Ltd.
Availed “PIC” service

“It is my privilege to write this note recommending Inheritance Needs Services Pvt. Ltd. (INSPL) to potential clients. Rajat Dutta, Founder and Initiator of INSPL, was introduced to me by one of the Independent Directors of a Mahindra company.

I first engaged with him on a personal basis to understand the quality and depth of his work. I was truly amazed by the quality of engagement & the resultant output, and then had no qualms in recommending him to Group HR and other potential clients in the organization. Many of those that I recommended INSPL to have engaged with him, and the feedback is uniformly excellent.

Rajat is a fine professional, a wonderful human being, and totally committed to his higher-order purpose. His organization embodies these qualities.”

I wish him all the best for success in this journey that he and INSPL have embarked upon.”

Prathibha P, Udipi

Availed “PIC” service

“I express my heartfelt thanks to the Team at Inheritance Needs Services for understanding my specific requirements and in guiding me in various aspects related to my assets and investments to finally arrive at a WILL which can withstand any possible future situation.

Their approach of derisking ownership of assets is most noteworthy and has opened a new dimension of bequeath which I and many of my family/ relatives were unaware of.

The manner in which they answered all my queries assured me of their capabilities as my apprehensions got addressed.”

Lt Col M Ravishankar (Retd.)

Availed “PIC” service

“I have been blessed to have been associated with the TATA Group and am thankful to one and all of you for having given me this all important assistance in terms of Inheritance compliance. This is a great benchmark from the House of TATAs where employee relations are concerned.

Despite the testing times of the lockdown period, Inheritance Needs helped me understand the nuances related to Inheritance in language that is simple and lucid.
The team’s patient hearing and understanding of all my queries, and the commitment displayed, are worthy of mention.  Truly impressed with their processes, prompt responses to my concerns and questions raised, and efficiency in delivery.  The draft WILL for implementation is ready after incorporating all my requests.

Many thanks to the team. Once again a BIG THANK YOU from the bottom of my heart to you. Honoured by the magnanimity of TATAs.”

Ajit-Chauhan

Dr. Ajit Chauhan

Availed “PIC” service

“I am honoured to recommend INS for their mastery of tortuous details of the Will process including the legal angles. I was impressed with their professionalism, exceptional knowledge and attention to detail”

Rahul Singh

CIO – Equities @ Tata Mutual Fund

“The INSPL team were very methodical in identifying the risks in inheritance and meticulous in their implementation of the de-risking strategy for all classes of assets/investments.

Their attention to detail and the related documentation is a valuable service; especially given the busy schedule of our work life.

I would strongly recommend it for anyone above a certain age, or even otherwise.”

santosh-nair

Santosh Nair

Bengaluru
Availed “PIC” service

“Thank you for the incredible service provided by the Inheritance team.

The Estate management service is extremely critical and the step by step process to guide, capture the information, provide expert insights and  provide the complete service has been handled  thoroughly by the Inheritance team. 

Despite my busy schedule, the team pursued me to gather relevant information and provided insights that would be very important to our near & dear ones in future”

P J Mehta & Ila Mehta

P J Mehta & Ila Mehta, Ahmedabad

Availed “PIC” service

“I recognise the extraordinary services provided by INSPL in getting my equity shares and securing my investment after doing the due process with IEPF.

The physical shares post approval by IEPF on 8th August, 2023, failed to reach my demat account till October 2023.

Representation made through a letter to IEPF on  November 1, 2023, enabled transfer of my investment to my demat account within  a fortnight.

The knowledge and experience by the  Team at INSPL reflected in the drafting of the representation letter, which they sent to me for signing.

My experience with INSPL has made me refer many clients to them as they require professional and knowledgeable individuals / entities for retrieve of assets. ”

Priya-Connecticut

Mrs. Priya K – Connecticut

Availed “PIC” service for her parents

“I was extremely impressed by the professionalism and attention to detail provided by the team

My Family and I, recently had the pleasure of using the services of Inheritance Needs. Very rarely can the word pleasure be used for all the legal and judiciary work, especially in India. INSPL team not only did the leg work of securing all the required documents, but also explained all the laws, contingencies etc related to all important aspects related to will creation, future implications, etc. Having travelled from USA for this purpose specifically, I was extremely impressed by the professionalism and attention to detail provided by the team.

Pinaaz K

Mrs. Pinaaz K, Dubai

Availed “PIC” service for her parents

“We found your services extremely professional and timely. My recent visit to Mumbai was aimed to complete documentation to make sure that in future inheritance process is seamless .

INSPL, in my opinion are trustworthy team of professionals who provide detailed explanations. The unique services provided by INSPL surely relieves us as children who are miles away from ageing parents.”

Bal-Phondke

Dr. Bal Phondke

Availed “PIC” service

I have been highly impressed by his efficient handling of the process and acknowledge all the help I have received and continue to do so with gratitude

The procedure of inheritance has become fairly complicated no matter the size of the estate one leaves behind. To navigate one through the at times tortuous path one needs considerable help and assistance. That is where Rajat of Inheritance Needs Services Pvt. Ltd. comes in.

These are days on innovative entrepreneurship. Rajat has demonstrated that he is adept at it. To recognise the need for such an agency which would take care of all the aspects, legal, financial, ethical of that trying process without treading on the rather sensitive toes of individual who are affected was itself a very thoughtful endeavour.

Not satisfied with merely conceiving that novel idea he has developed it further with a highly efficient organisation which prepares all the complex documents in admirably short time.

I have been highly impressed by his efficient handling of the process and acknowledge all the help I have received and continue to do so with gratitude. Thank you Rajat

Siddharth

Siddharth

Availed “PIC” service

“I initiated my inheritance ease task for my assets. Initially I was worried about data privacy but once I entered into agreement, I found that complete privacy-based system is developed. 

I got complete guidance for data upload by the operating team whose follow up was excellent. 

I found the draft WILL  excellent in every aspect, future envisaged scenarios was considered. Post receiving the draft WILL, the query solving process for each asset class was very satisfactorily handled . 

At the end of the total exercise, I feel, the assets I have created are now better protected against possible legal challenges”

Rahul – Singapore

Availed “PIC” service

Inheritance Needs Services not only resolved it in a professional manner but also went by the book. No short cuts or hustling which might come back to bite you later

I was recommended Rajat’s services by a close friend who was going crazy trying to sort out the paperwork post his fathers bereavement. I myself, was having issues with the entire demat process for some really old scrips , some of which didn’t even have the paper certificates but only folio numbers. Despite knocking the doors of several tax professionals, finance advisors etc, no one could really help resolve the issue.

Inheritance Needs Services not only resolved it in a professional manner but also went by the book. No short cuts or hustling which might come back to bite you later. Like all dealings with the authorities, our processes also took time but eventually were resolved in a most professional manner. I must add that I stay in Singapore and communication was not always instant or in person but despite this logistical issues, the bottle neck was never on INSPLs team.

I would most definitely recommend their services if you want a professional and clean solution to your inheritance, tax, financial issues with the authorities.

Capt. Ranjan M

Availed “PIC” service

“Navigating nautical miles and dealing with specifics on asset ownerships and relevant documentation are incomparable.

The Inheritance Needs team are trained to peruse us on the difficulties perceived during inheritance.

They were able to understand my heart which helped frame my WILL with ease.

I would be happy to call them Social Doctors.”

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Pralay Mondal

Former ED – Axis Bank
Availed “PIC” & “SiSS” services

“I thank the Inheritance Needs Services Team for a smooth and seamless transition, providing technical logistics support to me and my family through their SiSS (Ship in Shape Service) service.

Also, I am immensely impressed by the designing of the PIC (Preparedness for Inheritance Compliance) service and valuable knowledge and guidance they provided me in taking the right steps and getting the correct documentation in so many aspects.

The personal care, efficient follow up, and client centric ownership demonstrated by the Inheritance team goes beyond normal customer expectation and gives customers peace and delight in the truest sense. Their professional approach and constant follow up, even during COVID times, surpassed my expectations.

I continue to be their loyal patron as I believe my association with them will help me access the value added services they will launch in the future, which will help me and my family immensely. Also, such services start with trust factor. With the respectable board they have complemented their on-ground professional approach, building this trust significantly and that was critical for me.

I would like to strongly urge more people like me to experience their service and I can assure that it will be of great help as often we ignore small details which can become big problems later on, in case of any eventuality.

I wish the team the very best for the wonderful work they are doing and hope they serve many more people like me in time to come.”

R Jambavdekar

R Jambavdekar

Availed “PIC” service

“Team is very Helpful, Proactive in Guidance and very Cooperative…. I personally found it very useful in today’s circumstances with future perspective.

I am very much satisfied with the services received from Inheritance Needs The entire Team is very Helpful, Proactive in Guidance and very Cooperative ,Supportive and prompt in response.Each one gave me services even beyond agreed scope. Though Inheritance Services is a relatively new concept, I personally found it very useful in today’s circumstances with future perspective. Although, draft WILL is the final outcome / result of your services , lot of streamlining of individual personal records is required to be done which is really extremely critical , cumbersome & time consuming to expedite individually.I wish you & your team continual success.”

Burjor & Firoza Medhora

Dubai

“I want to thank you and your team personally for the dedication and skill shown in drafting a WILL for each of my aged in-laws and assisting in completing the process of their notarisation as expeditiously as you have done.

INSPL has indeed demonstrated a remarkable level of understanding, domain knowledge, and guidance regarding the documentation-related procedures, with an ability to transform what is perceived as an intricate process into a simple solution.

I have to say that my in-laws are a lot more relieved now in the knowledge that their assets would stand protected and distributed among the rightful heirs.

Both Firoza and I convey our best regards to you and your team, and wish you every success”

AR-Khanolkar

A R Khanolkar

Belgaum

“I am an 80-year-old retired residing in Belgaum. My small online personal inquiry on Inheritance website was promptly responded.

The personalised services provided by Inheritance Needs towards my customised requirements were a pleasant surprise to us. Each of our queries being  addressed in detail.

We also found INSPL thorough in their knowledge and expertise on various topics. The entire effort was handled swiftly with almost negligible physical stress for old folks like us. 

We would recommend INSPL’s services for everyone growing older.”

Sameer Potnis

Bridgend – UK
Availed “PIC” services for mother

“I would like to thank team of Inheritance Services for the immense understanding shown & guidance given to my family during inheritance preparation in case of my Mother Smt. Asha Potnis

While I am away in UK, we were seriously looking for such services in India. On reference from our family friend, Mr Rajiv Jambavdekar, we engaged the services of Inheritance Needs. The team is very cooperative, knowledgeable, & provides end-to-end support during the entire process.

Post her Will finalisation, they also arranged for registration.

I sincerely thank the management and appreciate their professionalism in execution which proved to be a great support to my family.”

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Sajan V Mathew

Entrepreneur & Mentor

“Working with INSPL was a revelation.

The risk assessment they did for every single asset (physical and financial) with a focus on inheritance was a terrific value addition that I hadn’t thought of before I started the assignment.

The team was very customer-focused, professional, and diligent.

I truly appreciate the follow up they did to ensure completion.

I would recommend them wholeheartedly.”

Pavan Sachdeva

“I am glad that M&M has introduced them to me and I would go a step further by recommending them to my family to avail their I-Need service on my demise.

I am thankful to my organisation M&M for giving us retirees a parting gift that allowed us to avail of a fully paid service from Inheritance to guide us and make us inheritance compliant.

Accordingly, I was approached by Inheritance Need Services Pvt Ltd to walk me through the services provided by them and also to evaluate any risk of my asset documents.

They shared their modalities of assessing the risks attached to my assets and I was very impressed by their firm’s legal and financial expertise.

In my interactions with them I found the team to be very discreet, professional, and competent.

I am glad that M&M has introduced them to me and I would go a step further by recommending them to my family to avail their I-Need service on my demise.”

Suresh K

Richmond – UK, Availed “PIC” service

“Brilliant!
INSPL provides services that, in my opinion, are most essential but often a neglected aspect of our lives.

Speaking for myself, just ensuring that my assets and investments in India are in order, let alone managing them, was something that had been consistently top of mind, but till date I had never been able to do anything about it.
When I think of the reasons for the same, most often it is not knowing what needs to be done. While this information could somehow be obtained, how to do what needs to be done becomes the next bigger question. More so, if one has been out of the country for some time and ‘time’ has had its consequences of inconsistency and compliance to current regulations. Even the thought of putting things to order had become a very burdensome exercise.

In search of a solution, I was looking for someone who would take care of it ‘all’. Be it reaching out in remote locations to dig out facts or regularising in a manner of my choice. I consider myself fortunate that I put my trust in Inheritance Services.
With a very impressive fleet on the field, efficient, methodical, and accurate, handling of the processes, solutions were provided with an added dimension of future implications. I simply could not have asked for more.

Highly recommend. For my part, I will always look forward to approaching Inheritance Services when in need.
Good luck! ”

Pancham

Mr. Pancham – Dubai

Availed “PIC” services

I am thankful to Inheritance Needs team for synchronizing diverse activities amidst several constraints and delivering within the committed period with regard to my asset ownership.

I am truely a fan of your service.

Prakash H

Mr. Prakash H, California, USA

Availed “PIC” services

“After, I was introduced to Inheritance Needs by my extended family , the first thing the Team did was educate me on the nuances of property inheritance

They went through a very thorough Asset Status Report.I sought Legal assistance to meet my requirements and they introduced me to their panel of lawyers who worked with great speed to draft documentation tailored to suit my specific needs.I stay in the US and most of my India visits are very short. INSPL accommodated to my schedule and got the paperwork in place navigating the tedious and tiring process.

I am appreciative of the team and would recommend them especially to NRIs who want someone informed, effective and expeditious who are not Advisers but “executors on the field providing the much needed support with domain knowledge” to NRIs who tend to get lost in the bureaucracy and process inefficiency and end up frustrated.

Mrs. R Sambasivan

Mumbai

“I had an old investment in UTI which was not encashed.

Inheritance Needs Services contacted me at my current address, and thanks to the service provided by SUTTI (UTI) they helped me get the payment due to me from UTI.

I did not pay anything to anyone for the service.
I think Inheritance Needs is the only organisation which helps senior citizens like me on behalf of UTI.
Looking forward to the same support and help in the future. Thanks and my best wishes to the team at UTI and Inheritance.
God Bless!”

Prof. (Dr.) Pradeep Dubey

State University of New York

“I availed the services of Inheritance Needs for sorting out my assets in India and making them fit for inheritance in future

A professional team evaluated the documents in detail and worked around the legal pathway , capture the information, provide expert insights and complete the service in record time. 

Despite my busy schedule, the team pursued me to provide relevant details and provided insights that would be very important to our near & dear ones in future” 

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