Succession Planning – Atharv Advisors

It takes years, if not generations, for families to accumulate wealth and take businesses to transcendent success. It is therefore imperative to take concrete steps to protect this wealth and business from changing times, evolving laws and the vagaries and conflicts of successive generations. Our range of services in this area include

- Assistance in identifying and setting-up ideal holding structure (such as companies, LLP, trusts, wills, gifts, etc.) for private wealth to attain wealth maximization and protection with least tax costs and leakages.
- End-to-end assistance from conceptualization of succession plan in discussion with family to its finalization and actual implementation.
- Drafting of Trust deeds and execution of family trust structure by obtaining required regulatory approvals.
- Designing family constitutions, wills, settlement agreements, letter of wishes and HUF planning for realignment of wealth amongst family members.
- Planning of personal taxes, international residency and structuring of promoter / director incentives

Jatin Banka

jatin.banka@atharvadvisors.in
+91 99745 999888

Jatin has over 8 years of experience in advising clients on tax and regulatory domain. Prior to co-founding Atharv Advisors, he was associated with Dhruva Advisors, a boutique tax and regulatory consulting firm in India, EY and KPMG, one the largest global accounting firms.

Experience
- He has rich experience in advising on complex corporate and international tax issues, structuring cross-border investments, advice on tax incentives, due diligence and handled tax litigations across all forums.
- Jatin caters to clients across industries ranging from Manufacturing, Pharmaceuticals, Chemicals, Automobiles, Technology, Start-ups and owner managed, entrepreneurial businesses, including SMEs.
Education
- Chartered Accountant with All India 37th Rank
- Diploma in International Taxation from the Institute of Chartered Accountants of India (ICAI)
- Bachelor of Commerce from Ahmedabad University
Others
- He is the member of Direct Tax & International Tax Committee of Ahmedabad Branch of WIRC of ICAI.
- He serves as Committee Member at Chartered Accountant Association Ahmedabad.

Jalaj Banka

jalaj.banka@atharvadvisors.in
+91 96875 56661

Jalaj has over 9 years of experience in advising clients on tax and regulatory domain. Prior to co-founding Atharv Advisors, he was associated with Aurtus Consulting and Dhruva Advisors, which are one of leading boutique tax and regulatory consulting firms in India.

Experience
- He has worked on numerous corporate reorganizations, regulatory issues, and tax litigation matters. His area of expertise also includes devising family succession structures, advising on domestic / international tax issues and structures for inbound and outbound investments.
- Jalaj caters to clients across industries ranging from Manufacturing, Textile, Chemicals, Technology, Start-ups.
- He has authored several books and articles on professional subjects like international taxation, BEPS, and estate and succession planning.
Education
- Chartered Accountant
- Diploma in International Taxation from the Institute of Chartered Accountants of India (ICAI)
- Diploma in International Financial Reporting from ACCA
- Bachelor of Commerce from Ahmedabad University

Snehal Sukhadia

snehal.sukhadia@atharvadvisors.in
+91 82869 40570

Snehal has over 10 years of experience in advising clients on tax, transfer pricing and regulatory domain. Prior to co-founding Atharv Advisors, he was associated with EY and PwC, one the largest global accounting firms.

Experience
- He has rich experience in advising on complex corporate and international tax and transfer pricing issues, and personal tax issues and handled tax litigations across all forums. His area of expertise also includes representing the client.
- He has also worked on structuring of tax of efficient supply chain management for many large clients. He has also assisted clients in automation of their tax processes by integrating the ERP with various technologies.
- Snehal caters to clients across industries ranging from Manufacturing, Pharmaceuticals, Chemicals, Technology, Start-ups and owner managed, entrepreneurial businesses, including SMEs.
- He is a regular contributor of several articles on tax and transfer pricing subjects at Institute of Chartered Accountants of India (ICAI).
Education
- Chartered Accountant
- Advanced Diploma in International Taxation from CIOT, UK
- Bachelor of Law from Gujarat University
- Master of Commerce from Gujarat University