Shweta Shah

Head Wealth Structuring & Estate Planning

Edelweiss Private Wealth

Profile:

Chartered Accountant with over 16 years of post qualification experience. Formerly with Ernst &Young for around 9 years in the Mergers & Acquisition Tax Team, Assisted large corporates in restructuring their group structure in order to be more tax efficient as well as to comply with regulatory norms. Helped clients in structuring acquisition as well as stake sales transaction keeping in mind the tax and regulatory requirements of India. Assisted clients in structuring foreign investment into India including joint ventures considering various laws such as FEMA, FDI policy, income tax, laws of other countries, etc. Advised clients on wealth structuring, estate planning, mergers & acquisitions taxation as well as family governance structures. Advised promoters of large family businesses on devising long term succession plan for their assets including business assets as well as non business assets in India and across other countries. Assisted clients in creating asset protection vehicles to ensure safety and security for the family members. Helped clients in creating trusts, Wills, Family Charter, partnerships, companies, etc for smooth passing of wealth to the next generation. Assisted parents of special children in creating structures which could aid in providing safety and security to the special children. Helping families with NRIs / global citizens /residents in estate planning keeping in mind the tax and regulatory requirements of the foreign countries. Creation of trust for promoters of Indian listed companies after considering the tax and regulatory (eg, SEBI) aspects. Helped clients in the High court / NCLT process of mergers, demergers, etc to achieve the objective of consolidation of businesses or segregation of businesses, etc. Co authored the book on Mergers & Acquisitions released by EY in 2012, 2013.

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India

Edelweiss’ Head of Wealth & Estate Planning Surveys the Rising Needs amongst India’s Wealthy Since its inception in 2010, Edelweiss Wealth Management’s Asset Under Management (AUM) has grown at a brisk pace to almost USD28 billion. Impressed by the company’s growing potential in wealth business and institutional equity broking platform, a leading private equity group fairly recently made fr....

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The latest event content from Shweta Shah

India

Curating the Right Solutions for India’s HNWI Clients in Today’s Environment A panel of experts debated the key trends on wealth structuring and wealth planning for India’s wealthy private clients and discussed how the industry should best engage and retain younger generation clients, as more and more wealth is transferred to the next generations..