WEALTH CONSOLIDATION

The preservation and constructive transfer of wealth is a primary component of a successful wealth consolidation plan. While assets grow over a lifetime, so does the need to consider a variety of products and services to protect wealth for the future. A well planned wealth consolidation strategy will help ensure a lasting legacy for you and your loved ones. The products and services under Wealth Protection and Consolidation include:

Hedging and Liquidity Strategies:
Through a Merrill Lynch Wealth Management you will have access to products and strategies that will help you protect your assets from market volatility and address your liquidity needs.

Trust and Estate Planning:
Trust and Estate planning is one of the recent offerings of DSPML in India. It allows you to structure your wealth effectively for the benefit of both current and future generations. DSP Merrill Lynch Trust Services Limited (DSPMLTS) will provide fiduciary services to help you plan your succession and estate planning needs. As trustees DSPMLTS would help to preserve, protect, manage and administer the Trust assets in accordance with the terms of the trust deed for the benefit of your beneficiaries. *

DSPMLTS will have access and support of Merrill Lynch International Trust & Wealth Structuring, which has over 20 years of experience in offering trust services to a global clientele. Your Financial Advisor can assist you in establishing contact with relevant trusts executives to help achieve your wealth preservation and transfer goals.

* Trust Services are offered by DSP Merrill Lynch Trust Services Limited