Mohini Mahadevia

Mohini Mahadevia

Founder, Soulfin. Member of 1 Finance Advisory Committee, Mumbai Chapter

Authored Blogs

5 Key things to know before making a Will

5 Key things to know before making a Will

Understanding that Will-making is important is a great start to ensuring that your assets are given the treatment they deserve after your demise, but there are a few things one should know about so that one is in full understanding of the power, drawbacks and other incidental aspects of making a Will: Legal Requirements The […]

Understanding Trusts: A Comprehensive Guide to Managing Your Assets

Understanding Trusts: A Comprehensive Guide to Managing Your Assets

Disclaimer: Formation of a trust and transfer of property into the same should not be done without consulting legal, financial and tax professionals.  We have heard about various types of trusts. Charitable, educational, religious, family trusts, etc. Have you ever wondered what kind of people opt for trusts and what needs do they serve? Here’s […]

Decoding a Will for a retail customer with the right questions

Decoding a Will for a retail customer with the right questions

The discussion of “making a will” brings images of heavy paperwork, legal jargon, lawyers, hefty fees, family feuds, etc to the mind of most people. The lack of information, awareness and discourse in the field of estate planning is depriving millions of Indians of a very powerful tool- a Will. Let us decode a few […]

Estate Planning and Wealth Transfer Strategies in Modern India

Estate Planning and Wealth Transfer Strategies in Modern India

Modern India has evolved a lot. The marked shift in the structure of our demographic, be it the gender distribution in the workforce, education access and entry of first-generation white collar workers, migration patterns out of India, the rate of savings, preferences of assets, financial inclusion, financial awareness, all point towards a new era. With […]

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