Wealth & Estate Planning

FLO Jaipur, under the leadership of Chairperson Ms. Raghushree Poddar, organized, a session on “Wealth & Estate Planning” conducted at the Nirbana Palace. The session aimed at empowering women entrepreneurs, professionals, and business leaders with essential financial strategies, investment tools, and legacy planning techniques to secure their future and build sustainable wealth.

Dr. Jaspreet Thakkar was the MOC of the event who ensured the seamless flow of the event. The session, attended by 50 members, featured renowned industry experts who provided deep insights into financial management, wealth creation, making, and estate planning, ensuring that attendees gained practical knowledge on how to strategically structure and manage their wealth.

The event featured a handloom saree showcase by Sapna Bunkar Kendra, an initiative adopted by FLO Jaipur on Republic Day to support artisans and promote traditional textiles. Swati Chhabra arranged and presented gifts to the speakers at the event. Client Associates was one of the key sponsors who collaborated to bring financial expertise to the platform.

Key highlight:

• Wealth Creation & Management: Maximizing business profits through strategic financial planning.
• Estate Planning & Wills: Ensuring a smooth financial transition for future generations.
• Investment Strategies: Building wealth through diversified asset classes.
• Succession Planning: Preventing legal disputes through structured wealth transfer.

A panel discussion provided real-world insights into wealth preservation strategies used by India’s top business families. The speakers were – Neeraj Aggarwal (Vistra ITCL India Ltd.) – Highlighted best practices in estate planning, tax optimization, and wealth transition, Nitin Aggarwal (Client Associates) – Shared investment strategies for risk mitigation and long-term financial security, Ashish Saxena (Client Associates) – Focused on disciplined financial planning and wealth preservation.

The event was successful thanks to the efforts of FLO Jaipur members—Nandita Mittal, Swati Chhabra, Rashmi Sablawat, Seema Baid, Neha Maheshwary, and Anushree Dasot.