Dr. Surendra A Dave
Former Chairman – SEBI , UTI
“I availed the professional services of Inheritance Needs Services . On my own, I felt totally lost due to old age and personal tragedies. My sincere gratitude for providing these services, and all the while treating us with dignity and respect ”
Pralay Mondal
Availed “PIC” & “SiSS” services
“The personal care taken during SiSS (Ship in Shape Service) service & while availing “PIC” service the efficient follow up and client centric ownership demonstrated by the team goes beyond normal customer expectation. I continue to be their loyal patron”
Rahul Singh
CIO – Equities @ Tata Mutual Fund
“Methodical in identifying the risks in inheritance and meticulous in implementation of the derisking strategy for all class of assets/investments “
Dr. R Bhatt
Availed “I- Need” services
“…. The beneficiary being a senior citizen based in USA, travel to India was not feasible. INSPL having understood the background, systemically actioned the assignment, steering the process remarkably well at a fixed fee model and implemented the entire asset ownership change in favour of the beneficiary…
Sudhin Choksey & Anjali
Former MD – Gruh Finance
“…….during the assignment we realised the extent of paper work required even in today’s digital world.”
Amrita, California, USA
Availed “I- Need” service
“They worked tirelessly to “unstick” the process at each step, and I never had any doubt that they would be successful, no matter what problem I asked them for help and assistance in solving, irrespective of the institution.”
Sunil P Misra
Availed “PIC” service
“… They have done excellent risk assessment and given legal guidance during WILL drafting. I must thank M&M management for selecting the Inheritance Needs Team to be of service to Retirees ….”
S .Bhakhri
Availed “PIC” service
“The patience, professionalism and understanding displayed… ensured we were guided and counselled on each and every step of the process and every small/medium/large concern addressed”
Burjor & Firoza Medhora
Dubai
“INSPL has indeed demonstrated a remarkable level of understanding, domain knowledge, and guiding documentation related procedures, with an ability to transform what is perceived as an intricate process into a simple solution”
Mrs. G Sen – Mumbai
Availed “I- Need” service
“helped organise state of my finances in a time bound manner. would have been a harder road to travel…..”
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 ”
Smt. K Parikh – Mumbai
Availed “I- Need” service
“….. Team assisted me and carried out the entire process effectively and eeficiently .”
Mrs. Priya K – Connecticut
Availed “PIC” service for her parents
“…. INSPL team not only did the leg work of securing all the required documents, but also explained all the laws, contingencies etc.”……. “I was extremely impressed by the professionalism and attention to detail provided by the team …..
P .Unakar – Mumbai
Availed “PIC” service
“ team explained me the new rules and laws and guided me with all the actions to be taken for compliance purposes before drafting the WILL”
Sanjay Chhabria
Availed “PIC” services
“I must commend on the way INSPL goes about doing their business, their risk analysis, follow up’s are all professionally designed & executed, a one stop shop.”
Mr. Pancham – Dubai
Availed “PIC” service
“ ….. thankful to Inheritance Needs team for synchronizing diverse activities amidst several constraints I am truly a fan of your service”
Mrs. Ashu Issar, Gurugram
Availed “PIC” services
“…. highly impressed by the way assignment was conducted, the patience to hear, professional approach to situations and vision to include adversities with safeguarding clauses …”
Mr. Prakash H, California, USA
Availed “ PIC” service
“Team did was educate me on the nuances of property inheritance. They went through a very thorough Asset Status Report …. … I am appreciative of the team ….. who are not Advisers but “executors on the field providing the much needed support with domain knowledge”
Mrs. Devarati Maitra, Kolkata
Availed – “I- Need”
“I felt and appreciate the power of domain knowledge of Inheritance Needs as that I feel it made all the difference ”
Ujwal Andhari
Availed “PIC” service
” …. the concept and services of Inheritance Needs is very useful. The team is really friendly and thoroughly professional “
Soli Engineer
Availed “I- Need” services
“Fundamental clarity and detailed representations enabled seamless solving of complex asset transmission issues with ease ”
D Shenoy , USA
Availed “I-Need” service
“INSPL team went above and beyond with guiding me through the process of streamlining my brothers financial affairs so that my sister in law and niece could have access to his assets and can financially survive going forward
”
Capt. Ranjan M
Availed “PIC” services
“I would be happy to call Inheritance Needs Team Social Doctors ”
Mrs. Pinaaz K, Dubai
Availed “PIC” service for her parents
“The services provided by INSPL team scored prominently on accountability, transparency & commitment”
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 ”
Heirs of Lt. Shri. Gurdasani
Availed “ I – Need” service
“… they know their job better than a bank or an institution ”
Mrs. B Y Desai
Availed “I- Need”
“ Meticulous in representations showed up in domain knowledge expertise…. ..they were a saviour with patience ready to provide a helping hand.”
Dr. Bal Phondke
Availed “PIC” service
“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 endeavor”
Rahul – Singapore
Availed “PIC” service
“… Despite knocking the doors of several tax professionals, finance advisors etc, no one could really help resolve the issue.”
D J Oonwalla
Availed “PIC” service
“The team has been professional, knowledgeable and responsive”
Pavan Sachdeva
Availed “PIC” service
“I am thankful to my organisation M&M for giving us – retirees a parting gift of a fully paid service of an Inheritance compliant agency to guide us and make us inheritance compliant. In my interactions with them I found the team at Inheritance Needs to be very discreet, professional and competent.”
Gaurang Pathak
“I had a family asset to dispose in India and complete all legal formalities, process and procedures related to transfer of consideration to my family in the US. I approached Inheritance Needs Services Private Ltd. and as it was not part of their service they introduced me to their em-paneled CA firm..”
Chandru Badrinarayanan
Availed “PIC” services
I wish to thank Inheritance Needs and its team for this unique & comprehensive service.. I sincerely appreciate their client first approach and for navigating me through the entire process “
Suresh K
Availed “PIC” service
“I was looking for someone who would take care of ‘All’. Be it reaching out in remote locations to digging out facts and regularising in a manner of my choice. I consider myself fortunate that I put my trust in Inheritance services “
Smt. A Sinha
Availed – “PIC” service
“INSPL with a holistic approach helped me complete the process and in each stage ensured the process is effortless, efficient and at the same time maintained complete privacy.”
Nagabhushan MK
Availed “PIC” service
“INSPL has been very proactive in their service approach. They have demonstrated robust domain expertise as well as a strong positive intent needed to eliminate the pains of post-life situations “
Lt Col M Ravishankar (Retd.)
Availed “PIC” service
“Inheritance Needs has truly impressed me with their processes, prompt responses to my concerns and questions raised and efficiency in delivery.”
Mrs. R Sambasivan
“I had an old investment in UTI which was not encashed.”
Inheritance Needs Services contacted me, at my current address, thanks to service provided by SUTTI (UTI) and helped me in getting payment due to me from UTI.
Sameer Potnis
Availed “PIC” services for mother
“I would like to thank team of Inheritance Services for the immense understanding shown & guidance given to my family.. I sincerely thank the management and appreciate the professionalism in work execution which is a great support to my family”
Mohan Raghavan
Availed “PIC” service
I consider myself very fortunate to have availed the services of Inheritance Needs Services which was offered thru my Company – Mahindra & Mahindra.
Smt. Sushma Sathe
Availed “I- Need” service
“We felt submerged in the hassles while trying to deal with the personal loss of a loved one, and wish I had come to know of Inheritance Needs earlier… the team are v professional with a personal touch and put you at ease and relaxed, with their depth of knowledge of the subject matter, as well as their doorstep assistance”
Rajeev Dubey
Availed “PIC” services
“I first engaged with INSPL on a personal basis to understand the quality and depth of the work. I was truly amazed by the quality of engagement & the resultant output, and then had no qualms in recommending INSPL to Group HR and other potential clients. ”
