Abhijit Joshi is the Founding Partner of Veritas Legal. He was the senior partner and chief executive officer (CEO) at AZB & Partners until November 2104. He has been involved in some of the major landmark deals, such as the Rs 5,150 crore Tech Mahindra - Satyam Computer Services merger, Usd 2.6 billion Tata -Docomo transaction among many others
“Wealth planning is all about sensitising the target audience as to why estate planning or wealth planning,” Abhijit Joshi explains, adding that the most important step is to understand the facts and background of each client.
Some of the factors to be considered include: group structure; generations involved in the business; the acceptable level of complexity in structuring; age of the patriarch; and his plans for the future.
