Types

• Private Trust Registration
• Private Wealth / Asset Management Trust
• Property Holding Trust
• Private Purpose Trust, where legally permitted
• Trust Deed Drafting & Registration
• Existing Trust Amendments
• Trust Name / Trustee Changes, where permitted

Benefits

• Establishes a formal structure for private trust activities.
• Defines beneficiaries, trustees, and trust objectives.
• Supports property and asset management as permitted by law.
• Clarifies trustee powers, duties, and responsibilities.
• Provides written evidence of trust terms and conditions.

Eligibility

• Individuals acting as settlors or authors.
• Trustees meeting applicable legal requirements.
• Identifiable beneficiaries or legally permitted trust purposes.
• Applicants fulfilling applicable state registration requirements.

Package Includes:

• Trust registration consultation.
• Trust name and objective verification.
• Trust deed drafting.
• Document verification.
• Registration application assistance.
• Appointment and submission coordination, where required.
• Registration status follow-up.
• Post-registration guidance.

Additional Services

• Trust PAN Application
• Trust Bank Account Assistance
• 12A / 12AB Registration
• 80G Registration
• NGO Darpan Registration
• CSR-1 Registration, if eligible
• FCRA Registration / Prior Permission Assistance
• Trust Deed Amendment
• Trustee Change
• Annual Compliance & Accounting Assistance

Important Note

• Registration requirements vary by state and trust type.
• Government fees, stamp duty, notarization and professional charges may be additional unless included in the package.
• Tax exemptions and donor deduction benefits require separate approvals where applicable.
• FCRA and CSR registrations are subject to eligibility and applicable regulations.

Approximate Time Duration

• Trust Deed Drafting: 2–5 working days
• Trust Registration: Approximately 7–30 working days

Timelines may vary based on customization, integrations, data availability and client approvals.

Price Covers -Service + executive + admin + support: – end-to-end assistance including documentation, online uploads, portal management, expert consultation, printing and support from a dedicated relationship executive.

Note: Our service charges may vary depending on the specific requirements of each client. Prices are determined individually for every service based on scope, complexity, and customization needs. A detailed quotation will be provided after understanding your exact requirements.

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