Nexgen Transfer

Nexgen Estate Planning Solutions Pvt Ltd (Nexgen) is your trusted partner for comprehensive estate and succession planning services. Promoted by AAFM India, Nexgen provides Financial Advisors and Planners (FAs/FPs) with expert advice and execution for a wide array of services, ensuring your assets are protected and your legacy is secured. Our Services Include: Trusts Wills Power of Attorney Letter of Guardianship Special & Minor Child Protection Probate Letter of Administration Succession Certificate HUF-related matters Family Settlement Agreements Succession Planning Why Choose Nexgen: Comprehensive Services: We cover all aspects of estate planning, from audits to customized trusts and business succession planning. Global Expertise: As part of the American Academy of Financial Management® (AAFM®), we leverage international best practices. AAFM® is globally recognized, present in over 151 countries with more than 300,000 certificants. Experienced Team: Our team comprises seasoned professionals with over 100 man-years of combined experience in estate and succession planning. Flexible Service Delivery: We offer both online and offline service models, providing clients with the convenience of choosing the most suitable way to access our services. Our Team: Mr. Vyas Rai Nagpal, LLB, CWM - Founder Director With over 15 years of experience, Mr. Nagpal specializes in business planning and development. He holds a BA LLB, CFP®, CWM®, and several postgraduate diplomas. Mr. Deepak Jain, CWM, CTEP - Founder Director Mr. Jain has over 20 years of experience in wealth management, insurance, and banking. He is a Chartered Trust & Estate Planner (CTEPTM) and Certified Trainer for the CWMTM from AAFM, USA, and holds an MBA (Finance), CFP®, and CWM® certifications. Connect with Us: At Nexgen, we are dedicated to helping you secure your legacy and protect your family's future. Contact us today to learn more about our personalized estate planning solutions.