August 12, 2021

by inheritance in

“ My experience of dealing with Inheritance Needs Services as a one-stop shop for estate planning was very pleasant and their attention to detail exceeded my expectations. Indeed INSPL provides comprehensive services to facilitate smooth succession that goes beyond merely executing Wills.

INSPL got involved in several activities such as :

* aligning names, DOB etc in different ID documents ( PAN, Aadhaar etc)

* updating KYC details, nominations etc for different investments held in various modes ( physical, demat etc)

* communicating with banks, insurers, fund houses, depositories etc

I found in INSPL  a customer friendly and responsive team. In short, INSPL helps organize your entire portfolio of financial and non-financial assets, using their very methodical and meticulous approach. 

When Covid second wave was at its peak, Rajat provided timely support and information (for conduct of last rites etc),when some of my friends were left stranded with their family members passing away suddenly.

I can now be assured that my soul would rest in peace, when the inevitable happens.

I wish the team the very best in providing this very essential service to investors.

Ram Sundaresan

Transformational Leadership and Business Coach

Availed “PIC” service

 

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