Explore our Other Services services below.
Beyond individual investment and insurance products, many of our clients in Goa — particularly business owners and high-net-worth families — need broader strategic planning around their business’s future and the eventual transfer of wealth to the next generation. Global Investment & Insurance in Mapusa offers a set of specialised advisory services designed to address these longer-term, often complex, planning needs.
Our Other Services
We offer six specialised advisory services. Business Risk Management helps businesses systematically identify and mitigate operational, financial and insurable risks. Business Exit Planning helps business owners plan how they will eventually step away from or sell their business on favourable terms. Income Continuity Planning ensures a steady income stream continues for a family or business even if the primary income generator is unable to work. Estate Creation helps individuals systematically build an estate to pass on to their heirs. Passing Wealth for Next Generation focuses on the practical and structural aspects of transferring accumulated wealth smoothly to children or heirs. Non Attachable Trust structures use legally recognised trust mechanisms to help protect specific assets, such as insurance proceeds, for designated beneficiaries.
Why These Services Matter for Goan Families and Businesses
Many business owners across Goa’s hospitality, trade and services sectors have spent years, sometimes decades, building their businesses and personal wealth, but have not formally planned how that business or wealth will transition — whether through sale, succession, or inheritance. Without proactive planning, these transitions can become complicated, tax-inefficient, or a source of family disagreement. Our advisors help clients address these questions well in advance, using structured, documented approaches.
An Integrated Approach
These services often work best in combination with our other offerings — Keyman Insurance and life insurance planning frequently intersect with Business Exit Planning and Income Continuity Planning, while Estate Creation and wealth transfer planning connect naturally with our Investment planning services.
Call 9823056159 or visit our Mapusa office to discuss long-term business or wealth planning with our advisors.
Frequently Asked Questions
Q1: At what stage should a business owner start Business Exit Planning?
Ideally, well before you intend to actually exit — exit planning works best when there is sufficient time to structure the business, its finances and its leadership for a smooth eventual transition.
Q2: Is estate planning only relevant for very wealthy families?
No, estate planning is relevant for any family that wants to ensure their assets are transferred according to their wishes, with minimal complication for their heirs, regardless of the estate’s overall size.
Q3: What is a Non Attachable Trust used for?
It is a specific trust structure used to help protect certain assets, such as insurance proceeds, for designated beneficiaries under applicable legal provisions. Our advisors will explain how this structure may apply to your situation.
Q4: Can these services be used by both individuals and businesses?
Yes, while some services like Business Risk Management and Exit Planning are business-focused, others like Estate Creation and wealth transfer planning are equally relevant for individuals and families.