Dr. Deepak Jain
Financial educator and estate-planning specialist
Co-founder and Director of AAFM India and Founder and Managing Director of NexGen Estate Planning Solutions, with documented work in wealth education, Wills, trusts and succession planning.
Founder & MD, NexGen Estate PlanningFocus: estate & succession planning, wills, private family trusts, and financial education. For personalised securities advice, Dr. Jain works alongside the appropriate licensed professionals so each part of a plan sits with the right specialist.
Who he is
Wealth is only half-managed if you plan only to grow it
For more than two decades, Dr. Deepak Jain has worked where wealth is built and where it is protected and passed on. He is Co-founder and Director of AAFM India, which trains wealth-management and estate-planning professionals, and Founder and Managing Director of NexGen Estate Planning Solutions, which helps families and business owners plan their succession.
If you searched for “Deepak Jain Financial Advisor,” you are likely confirming the right person and what he does: he teaches and advises on wills, trusts, inheritance and the orderly transfer of family wealth across generations.
It is how most people search for Dr. Jain, and it fairly describes the ground he covers: sound decisions about wealth, wills, trusts and succession. His expertise is in financial education and estate and succession planning rather than day-to-day securities dealing. Where a family also needs personalised investment recommendations, he works with the appropriate regulated professionals so every part of the plan sits with the right specialist.
Verified public record
Career and roles
Titles vary by source and date; the consistent signal is continuity of academic and leadership responsibility. Each entry links to a public source.
- 2018Country Head – Knowledge Management, AAFM India source ↗
- 2020Speaker, MDRT Global – life insurance as an estate-planning tool source ↗
- 2021Director – Academics, AAFM India source ↗
- 2022Director – Academics, AAFM India; MD, NexGen source ↗
- 2024Country Head – Knowledge Management; panel moderator, AAFM convention source ↗
- 2026Co-founder & Director, AAFM India; NISM succession educator source ↗
AAFM India
Co-founder and Director; trainer across wealth-management and trust-and-estate education. CTEP instructor for units including testamentary succession and trust planning.
NexGen Estate Planning Solutions
Founder and Managing Director. Succession and inheritance planning — wills, private family trusts and family wealth structuring, online across India and for NRIs.
What he helps with
Areas of expertise
Practical help across the decisions families and business owners actually face — and the subjects he teaches to professionals.
Areas of work (through NexGen)
Estate planning
Managing and transferring assets, responsibilities and decision-making — wider than a Will: nominations, guardianship, powers of attorney and healthcare wishes.
Wills & distribution
Capacity, execution, attestation, revocation, executors and drafting.
What makes a Will valid ›Private family trusts
Separating ownership, management and benefit for continuity, staged benefit, vulnerable beneficiaries or governance.
Family trust masterclass ›Family business succession
Ownership transition, leadership continuity, voting and economic rights, and liquidity for non-operating heirs.
Succession & inheritance
How property and responsibilities move across generations; testamentary versus intestate succession.
Nominee vs legal heir ›International & NRI
Residence, domicile, asset location, FEMA and cross-border documents coordinated across jurisdictions.
Teaching & subject expertise (AAFM CTEP / CWM)
Who this is for
Find your starting point
No coordinated plan yet, or an old Will that no longer fits.
Start here ›Guardianship and financial management if something happens to you.
Start here ›Personal estate and company ownership are closely connected.
Start here ›Indian assets abroad, or foreign assets held from India.
Read the NRI guide ›CWM or CTEP education in wealth and estate planning.
See programmes ›Banks, adviser networks, bodies and universities planning a workshop.
Request a talk ›How he works
Clarity before instruments
Wealth transfer planned as a system — no Will, nomination or trust considered in isolation.
- Discover objectives. People before paperwork: dependants, minor children, vulnerable beneficiaries, business interests, overseas heirs, and what “fair” means.
- Map assets & ownership. A current inventory with legal ownership, nominations, joint holders and jurisdiction.
- Identify risks & gaps. Outdated Will, conflicting nominations, no incapacity plan, unsuitable executors, foreign assets, misaligned business agreements.
- Evaluate the tools. Each option assessed for purpose, legality, tax effect, cost, control, flexibility and administration.
- Coordinate drafting. Documents prepared or reviewed by qualified professionals; an unsigned or unfunded plan is incomplete.
- Review after change. Marriage, birth, death, incapacity, relocation, business events and law changes all trigger a review.
Planning your family's succession?
Your first step is a short discovery call. We clarify your family, assets and goals, list the information to gather, and identify which professionals are needed. There is no obligation, and no securities recommendations are made on the call.
Book a free discovery callWatch & learn
Selected talks & teaching
Three to start with, on estate planning, wills and private family trusts. Opens on YouTube.
Dr. Deepak JainWill, Estate & Succession Planning Explained
Money9Private Family Trust कब और क्यों बनाना चाहिए?
NISMPlanning for Incapacity and Minor Children
Read
Selected articles & guides
Practitioner-grounded explainers on the most-asked questions.
Nominee vs Legal Heir: who gets the asset after death?
Does a nomination override a Will in India?
Do NRIs need a Will for assets in India?
Author
Books and publications
Dr. Jain has authored 26 books across wealth management, inheritance and estate planning. Selected titles:
- 2019International Assets Estate Planning — cross-border estate planning: Singapore, UK, US, UAE; domicile, residence, taxes, FEMA.
- 2020Wealth Management Practice — professional wealth-management practice in India: landscape, models and challenges.
- 2022Fundamentals of Inheritance & Succession Planning — core inheritance and succession principles for professionals and individuals.
- 2022Private Family Trust — private family trusts and their role within estate planning.
For institutions
Speaking & training
Dr. Jain's public record includes AAFM course instruction, NISM investor-education sessions, a 2022 webinar for investment professionals, and AAFM wealth-management conventions. Programme themes include foundations of succession planning; testamentary and intestate succession; wills, nominations and joint holdings; private family trusts; family-business continuity; and integrating estate planning into wealth-management practice.
Request a speaking or training proposal ›
Answers
Frequently asked questions
Is Deepak Jain a financial advisor?
He advises families on wills, trusts and succession and trains wealth professionals, so many people find him through this search. His focus is financial education and estate and succession planning. For personalised securities recommendations — a separately regulated activity — ask the responsible provider about their registration and scope.
What happens during the first consultation?
A short discovery call to understand your family, assets and goals. Dr. Jain's team clarifies the real question, lists the information you should gather, and identifies which professionals (legal, tax, or others) the matter needs. It carries no obligation, and no securities recommendations are made.
Who prepares or reviews the legal documents?
Wills, trust deeds and corporate documents are prepared or reviewed by appropriately qualified legal professionals. The written engagement should state exactly who is responsible for drafting and review.
Does the engagement include tax or investment advice?
The focus is estate and succession planning. Tax and investment matters are handled by the appropriate qualified or regulated professionals, coordinated within the plan. Confirm the scope of each in writing before proceeding.
What information should a family prepare?
A summary of family members and dependants; an asset and liability list; ownership and nomination details; existing Wills, trusts or powers; business agreements; insurance information; and a note of your main concerns and intended outcomes.
What are his roles at AAFM India and NexGen?
Current AAFM India pages list him as Co-founder and Director and as a trainer; dated documents have used Director – Academics and Country Head – Knowledge Management. NexGen's website identifies him as Founder and Managing Director.
Does he help with Wills and private family trusts?
Both are central to NexGen's work and the AAFM CTEP curriculum. A trust should follow an assessment of purpose, law, tax, costs and administration; confirm who performs the legal drafting.
Can NRIs consult NexGen?
NexGen states online services are available for NRIs and families across India. Cross-border clients should ensure qualified advisers in every relevant jurisdiction coordinate the plan.
How many books has he written?
Dr. Jain has authored 26 books on wealth management, inheritance, private family trusts and international estate planning. Selected titles are listed above.
Where is he based?
His public profile identifies Delhi, India. NexGen describes online and broader India-facing access.
Choose the right next step
Every enquiry starts by defining the problem, not selling a document.
Families & business owners
Outdated Will, fragmented nominations, incapacity, a trust question or a business transition.
Discovery callWealth professionals
Structured education in wealth management or trust and estate planning through AAFM India.
CWM & CTEPInstitutions
Banks, adviser networks, bodies and universities planning a workshop or talk.
Speaking proposal
Dr. Deepak Jain, CTEP, CWM
Co-founder and Director, AAFM India; Founder and Managing Director, NexGen Estate Planning Solutions. Financial educator and estate- and succession-planning specialist; author of 26 books on inheritance, private family trusts, wealth-management practice and international estate planning.
Sources & references
- AAFM India — Co-founder and Director.
- AAFM India CWM page — expert trainer; 20+ years.
- AAFM India CTEP course — expertise and teaching units.
- NexGen Estate Planning Solutions — founder role and practice focus.
- NexGen Private Family Trust masterclass — trust subject matter.
- NISM Investor Edubytes 2026 — succession-planning sessions.
- LinkedIn public profile — location, topics, publications.
- AAFM India 2018 notice — Country Head, Knowledge Management.
- AAFM India 2021 notice — Director, Academics.
- AAFM India 2024 notice — Country Head, Knowledge Management.
- 2022 webinar archive — NexGen/AAFM roles and topic.
- Company-information profile — director, Nexgen Estate Planning Solutions Pvt. Ltd.
- AAFM wealth-management convention — speaker association.
- MDRT 2020 virtual event — speaker on estate planning.
- AAFM 2024 convention — panel moderation.
Content reviewed by Dr. Deepak Jain, CTEP, CWM — 20 July 2026.