How Prepared Are NRIs for
Wealth & Succession Planning?

We are conducting this survey among 20,000 NRIs to understand the awareness among NRIs towards wealth & succession planning. Your insights will help us assess the general readiness among NRIs in protecting & passing on their wealth to future generations.

This survey is completely confidential.
No personal identity details are required.

1 of 11

Which age category do you belong to?

Below 45 years 45–60 years 60–70 years Above 70 years

2 of 11

Do you know your current Net Worth (Assets - Liabilities)?

Less than ₹1 crore ₹1 crore - ₹5 crores ₹5 crores - ₹10 crores Above ₹10 crores

3 of 11

Do you have physical control over all your immovable properties (land plots, buildings, etc.)?

Yes Partially No

4 of 11

Do you have all the proper documents to prove your ownership over your immovable properties (land plots, buildings, etc.)?

Yes No

5 of 11

Are you aware that your nominee is not necessarily the only legal heir?

Yes Partially No

6 of 11

Do you know how your wealth will be divided among your legal heirs under the Indian inheritance laws, and how this could affect your assets?

Yes Partially No

7 of 11

Are you aware that Inheritance Laws in India do not apply to your overseas investments?

Yes No

8 of 11

Have you shared the details of your wealth with your spouse and children?

Yes Partially No

9 of 11

Have you prepared your Will?

Yes No

10 of 11

Have you created a private family trust to protect your assets?

Yes No

11 of 11

Do you have a trusted friend or consultant who can act as an Executor / Trustee to manage the assets distributed to your family in your absence?

Yes No

How Prepared Are NRIs for Wealth & Succession Planning?

Which age category do you belong to?

Do you know your current Net Worth (Assets - Liabilities)?

Do you have physical control over all your immovable properties (land plots, buildings, etc.)?

Do you have all the proper documents to prove your ownership over your immovable properties (land plots, buildings, etc.)?

Are you aware that your nominee is not necessarily the only legal heir?

Do you know how your wealth will be divided among your legal heirs under the Indian inheritance laws, and how this could affect your assets?

Are you aware that Inheritance Laws in India do not apply to your overseas investments?

Have you shared the details of your wealth with your spouse and children?

Have you prepared your Will?

Have you created a private family trust to protect your assets?

Do you have a trusted friend or consultant who can act as an Executor / Trustee to manage the assets distributed to your family in your absence?

How Prepared Are NRIs for
Wealth & Succession Planning?