Case Study

"I always thought I had my finances under control—until the scattered investments and rising tax complexities started to weigh on me. Vedant Finserv restructured my portfolio and built a legacy plan that not only saved me from tax inefficiencies but also secured a stress-free retirement. Today, I confidently enjoy my golden years, knowing my family is safeguarded with a ₹50 Cr estate plan."

Key Takeaways:
Transformed a fragmented portfolio into a structured plan spanning India and the USA.
Achieved 25%+ returns post-market recovery with diversified asset allocation.
Secured a legacy plan, inspiring me to refer over a dozen peers.

"My luxury lifestyle and heavy reliance on ESOPs made me realize that my wealth wasn’t as secure as I thought. Vedant Finserv optimized my portfolio by eliminating duplication, reducing risk, and avoiding a 40% tax loss on my ESOPs. They also involved my wife in every step, ensuring our financial decisions were aligned as I transitioned to Dubai."

Key Takeaways:
Restructured the portfolio to remove unnecessary risk and asset duplication.
Avoided a potential 40% tax loss on ESOPs through smart planning.
Facilitated a seamless regulatory and tax compliance transition during my relocation.

"Since leaving India in 2006, managing my wealth across borders was a constant headache. With fixed deposits worth ₹25 Cr and an overconcentration in ESOPs, I was unknowingly losing out. Vedant Finserv overhauled my portfolio—ensuring FEMA & FATCA compliance, saving me ₹80 Lakhs annually in tax, and setting up a clear succession plan for my aging parents. Now, I even have a roadmap for relocating back to India in 2030."

Key Takeaways:
Reorganized ₹25 Cr of wealth into an efficient, compliant structure.
Saved ₹80 Lakhs annually through strategic asset reallocation.
Implemented comprehensive legal and succession planning for family assets.