Shifting Focus from Estate Planning to Legacy Planning
Estate planning and legacy planning may seem similar, but they serve profoundly different purposes. Estate planning primarily focuses on the financial aspects of wealth transfer—ensuring
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Estate planning and legacy planning may seem similar, but they serve profoundly different purposes. Estate planning primarily focuses on the financial aspects of wealth transfer—ensuring
The concept of the Great Wealth Transfer has captured the attention of the global advisory community. Estimated to be in the range of USD 60
Legacy Custodians Private Limited
CIN Number: U70200MH2024PTC419673
Legacy Custodians Advisory Private Limited
CIN Number: U66309MH2024PTC424520
SEBI Registration Number: INA000019567
Enlistment Number as Investment Adviser (IA)
on BSE Ltd: 2206
Principal Officer: Mr. Sharadkumar Mendon
[email protected]
Compliance Officer and Grievance Officer
(In case of any complaints / grievances / disputes):
Mr. Viral Gadia
Email: [email protected]
Phone: +91-9326916220
Registered office address:
The Business Quarter, Office Suite 618 & 623, 6th Floor,
Tower 2A - North Annex, One World Center, Senapati Bapat Marg, Lower Parel,
Mumbai – 400 030
Status of complaints as of September 30, 2025
Begining of the month: Nil
Received this month: Nil
Resolved during the month: Nil
Reason for pendency: N.A.