Risk & Estate Planning

Secure, Preserve, and Transfer Your Wealth with Confidence

At Sanchay Financial Services, we understand that wealth protection is as important as wealth creation. Our Risk and Estate Planning services ensure that your assets are protected against unforeseen events and are systematically transferred to your loved ones without legal or financial complications.

Risk Planning

Risk planning helps you prepare for uncertainties like income loss, critical illness, accidents, or death. It ensures you and your family remain financially secure even during life’s unexpected turns.

  • Life & Term Insurance for income protection
  • Health Insurance for medical emergencies
  • Accident & Disability Cover
  • Critical Illness Plans

Estate Planning

Estate planning is about ensuring your wealth is passed on smoothly and legally to the next generation. It minimizes family disputes, tax liabilities, and ensures your wishes are respected.

  • Will writing & succession planning
  • Trust setup and management
  • Tax-efficient asset transfer
  • Nomination and legal documentation

Ensure your family's future and your legacy are well protected. Connect with Sanchay Financial Services for tailored risk and estate planning solutions.

Start Planning Today