VENKATACHALAM S(BCom CAIIB) was in service with Canara Bank for 4 decades. He has experience in diverse fields such as Executor of will, Trusteeship and Personal Taxation, settlement of claims of deceased pertaining to different religions covering Testamentary, Non-Testamentary and Nomination claims. He has also handled various legal issues such as title approval in respect of immovable property, claims for and against the organisation amongst others.
His area of specialization: Meticulous planning of intergenerational wealth transfer. Designing a succession plan to transfer the legacy, formation of trust/family office, designing a construct to address charitable aspirations in a sustained manner and assisting families to handle transitional challenges.