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.

Complete the survey for a free gift!

This survey is completely confidential. No identification details are required.

How Prepared Are NRIs for
Wealth & Succession Planning?

Complete the survey for a free gift!

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.)?

Are all your property documents such as title deed, property tax, land tax etc. proper and up to date?

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?

Complete the survey for a free gift!

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.)?

Are all your property documents such as title deed, property tax, land tax etc. proper and up to date?

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?