♛ Legacy — Ultra Premium

Legacy ₹36,500/year

Dynasty-level wealth management. Dedicated RM. Family office features.
eWills & succession planning. Tax optimisation. White-glove service.

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Good morning,
Arjun Mehta ♛ LEGACY
Total Family Wealth
₹5,24,68,000
▲ 19.2% YTD vs 12.4% benchmark
Equities
₹2,62,34K
Debt
₹1,04,94K
Alts
₹89,20K
Real Estate
₹68,20K
IRR (3Y)
24.1%
↑ 5.3% vs last yr
Tax Saved FY26
₹9.8L
↑ Optimized
Your Dedicated RM
👨‍💼
Dedicated CFA Advisor
Rohan Kapoor, CFA
♛ Legacy · Available 24/7
Chat
Family Members View All
👨
Arjun
₹3.12Cr
👩
Meera
₹1.18Cr
👦
Rohan
₹62L
👴
R.K. Mehta
₹32L
Home Dashboard Legacy badge · ₹5Cr+ portfolio · dedicated RM
←
Family Office
♛ LEGACY
Consolidated Family Wealth
The Mehta Dynasty
₹5,24,68,000
4 members · 12 accounts · Estate coverage 96%
Family Members
👨
Arjun Mehta
Primary · HUF Karta
₹3,12,40K
✓ Will done
👩
Meera Mehta
Spouse · Co-nominee
₹1,18,20K
✓ Nominated
👦
Rohan Mehta
Son · Trust beneficiary
₹62,10K
✓ In trust
👴
R.K. Mehta
Father · Senior citizen
₹31,98K
⚠ 1 pending
Succession Plan
📜
eWill via Willjini
ACTIVE
Will Status
Registered
Trust Fund
₹1.82Cr
Next Review
Apr 15, 2026
Manage Family Office
Family Office Dynasty view · succession · eWills via Willjini
←
M
MIA — Legacy AI
♛ LEGACY AI · Elite Access
Always available
Your Legacy AI
Today, 9:15 AM
M
Good morning, Arjun. I've completed your weekly wealth analysis. Here's your proactive insight:
♛ Legacy Insight
Portfolio Rebalancing Alert
₹18.4L rebalance
Equity overweight by 4.2% vs target — I recommend shifting to debt for stability
9:15 AM
What about our tax position before March 31? 9:16 AM
M
Excellent question. I've identified ₹9.8L in tax-loss harvesting across your family's combined portfolios. Here's the breakdown:
Tax Strategy
FY26 Tax Harvest Plan
Save ₹9,80,000
LTCG harvesting ₹4.2L · HUF split ₹2.8L · 80C/D max ₹2.8L
9:17 AM
Execute the LTCG harvest plan. And update the estate docs. 9:18 AM
M
Done. I've initiated the harvest across 3 funds and notified your RM Rohan Kapoor for sign-off. Estate document review is scheduled for April 15 with Willjini. 9:18 AM
📎
Ask MIA anything…
→
MIA Elite Legacy AI · proactive alerts · wealth preservation
Secondary Screens
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eWills & Succession
WILLJINI
Estate Coverage
Legacy Shield
Full estate structure for ₹5.24Cr wealth. Will, Trust & Nominations managed.
Covered
₹5.24Cr
In Trust
₹1.82Cr
Nominees
4 mapped
Will Progress
📝
Draft Will
Generated via Willjini template
DONE
✅
Legal Review
Reviewed by advocate panel
DONE
🏛️
Registration
Sub-registrar filing
DONE
🔄
Annual Review
Next: April 15, 2026
UPCOMING
Nominees
👩
Meera Mehta
Spouse
50%
👦
Rohan Mehta
Son
30%
👴
R.K. Mehta
Father
20%
Update Will & Nominees
eWills & Succession Willjini integration · nominee management
←
Tax Optimisation
♛ FY 25–26
Total Tax Saved This FY
₹9,80,000
Across LTCG harvesting · 80C · 80D · HUF splitting · NRI slab benefits
LTCG Harvested
80C Max
HUF Split
80D Medical
Active Strategies View All
📉
LTCG Tax Loss Harvesting
Realise ₹42,000 losses to offset ₹2.4L gains before March 31
Save ₹4,20,000
HIGH
🏛️
HUF Income Splitting
Shift ₹5L to HUF slab — separate tax identity saves slab tax
Save ₹2,80,000
HIGH
🔄
Dividend vs Growth Switch
Switch 5 dividend-option funds to growth — avoid 30% slab tax
Save ₹1,40,000
MED
FY26 Tax Summary
Gross Tax Liability
₹16,80,000
Deductions (80C/80D)
−₹5,60,000
Tax Harvesting Savings
−₹4,20,000
Net Tax Payable
₹7,00,000
Execute Tax Plan — Save ₹9.8L
Tax Optimisation LTCG · HUF · 80C · advanced harvest plan
←
👨‍💼
Rohan Kapoor, CFA
♛ Legacy Dedicated Advisor
Online · Replies instantly
📞
Today, 9:38 AM
Good morning Arjun! I've completed your Q1 FY26 portfolio review. Your IRR is tracking at 24.1% — outperforming benchmark by 11.7%. 9:38 AM
Q1 FY26 Performance
Equity Alpha · Debt Stability · Alt Returns
IRR 24.1% vs 12.4%
Impressive. What about the estate planning docs you mentioned? 9:39 AM
Your Will via Willjini has been registered. I'm flagging 1 FD nomination still pending for R.K. Mehta. Shall I send the nomination form? 9:39 AM
Yes please. Also — can we discuss the HUF splitting strategy? 9:40 AM
Absolutely. MIA flagged ₹2.8L savings through HUF splitting. I'll prepare the detailed plan for our call tomorrow. 9:41 AM
HUF Income Splitting
Shift ₹5L to separate HUF slab
Save ₹2,80,000
📎
Message your advisor…
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