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À La Carte

Transactional Services

Need help with just one thing — a will, a share transfer, a legal heir certificate? Pay only for the service you need, whenever you need it.

What's Included

Eight services, available on their own

Each can be requested independently — helpful if you need expert help with one specific piece of paperwork.

01

IT returns & queries

One-time return filing, or help responding to a tax department notice.

02

Demat of shares / mutual funds

Converting physical certificates or folios into demat form for transfer.

03

Will / trust / gift deed

Drafting a will, setting up a family trust, or preparing a gift deed.

04

KYC / nomination updates

Updating KYC across bank, demat and mutual fund accounts, and correcting nominations.

05

Investment management (quarterly review)

A single quarter's portfolio review and rebalancing recommendation.

06

Transfer of assets on inheritance

Handling transmission of shares, funds, accounts and property to a legal heir.

07

Affidavits / legal heir certificates

Preparing affidavits and applying for legal heir or succession certificates.

08

Gazette notifications

Filing a name-change or correction gazette notification.

How It Works

A simple, quote-first process

1

Tell us the task

Call, WhatsApp, or fill the form with what you need done.

2

Get a clear quote

We assess complexity and share a fixed price before starting.

3

We handle the paperwork

Document collection, filing, and follow-ups with the relevant authority.

4

Confirmation in hand

You receive the completed document — filed, transferred, or certified.

Who It's For

Built for one-off, specific needs

✓ A great fit if you

  • Have a single, well-defined task — a will, a transfer, a certificate
  • Don't currently need ongoing portfolio management
  • Want expert help without an annual commitment
  • Are dealing with inheritance paperwork after a family member's passing

Consider instead

À La Carte

No annual fee — quoted per task

Priced as per service, based on complexity — you'll always get a fixed quote before we start.

Priced as per service
No long-term commitment
8 service categories to choose from
Privilege Access members get a discount
Get Started →
Frequently Asked

Questions we hear most

Each service is quoted individually based on complexity. You will always get a fixed quote before we start.
Yes, of course, many clients combine related services, like a legal heir certificate with an inheritance transfer.
Most steps can be handled remotely, though a few may need an in-person verification/signature. We'll tell you upfront.
Yes — Privilege Access members get preferred pricing on every future transactional service.

Tell us what you need done

Share a few details about the service you're looking for, and we'll come back with a clear quote — usually within one business day.

📍 Based In
Gurugram, India
💬 WhatsApp

Request my quote

Tell us which service you need — we'll follow up with pricing and next steps.