Comprehensive Financial Services for NRIs
From investment advisory to tax planning, we offer a complete suite of wealth management services designed specifically for the Non-Resident Indian community.
Schedule Free ConsultationNRI Investment Advisory
Comprehensive investment strategies for NRIs navigating Indian markets
Key Features:
- ✓Tax-efficient investment structures
- ✓Cross-border portfolio optimization
- ✓Repatriation planning (NRE/NRO guidance)
- ✓Currency hedging strategies
- ✓Market analysis and recommendations
- ✓FEMA compliance consulting
Ideal For: NRIs in USA, Canada, UK, UAE, Singapore, and Australia
Mutual Fund Distribution
AMFI registered mutual fund advisory and distribution services
Key Features:
- ✓Goal-based fund selection
- ✓SIP planning and automation
- ✓Regular portfolio rebalancing
- ✓Fund performance monitoring
- ✓Tax-loss harvesting strategies
- ✓Direct vs regular plan guidance
- ✓Risk profiling and asset allocation
AMFI Registered Distributor - NJ India Invest
Tax Planning & Compliance
Expert guidance on Indian taxation and cross-border compliance
Key Features:
- ✓India-US tax treaty optimization (DTAA)
- ✓FEMA compliance consulting
- ✓TDS on NRO accounts - advisory
- ✓Capital gains tax planning
- ✓Form 15CA/15CB assistance
- ✓Income Tax return filing
- ✓GST consultancy for businesses
- ✓Tax-efficient investment structuring
Chartered Accountant with 18+ years experience
Retirement Planning
Build a secure retirement across borders
Key Features:
- ✓Retirement corpus calculation
- ✓NPS (National Pension System) guidance
- ✓Annuity planning
- ✓Social security coordination (US-India)
- ✓Healthcare cost planning
- ✓Pension income tax strategies
- ✓Inflation-adjusted planning
Portfolio Management Services
Active portfolio monitoring and optimization
Key Features:
- ✓Regular portfolio health checks
- ✓Asset allocation rebalancing
- ✓Risk assessment and mitigation
- ✓Performance benchmarking
- ✓Investment policy statement creation
- ✓Quarterly review reports
- ✓Goal tracking and adjustments
₹250+ Crores Assets Under Advisory
Estate Planning
Secure wealth transfer and succession planning
Key Features:
- ✓Will drafting guidance
- ✓Nomination planning
- ✓Trust structure recommendations
- ✓Cross-border estate tax considerations
- ✓Family wealth governance
- ✓Succession planning for business owners
- ✓Beneficiary designation review
Corporate Financial Services
Comprehensive financial services for businesses
Key Features:
- ✓Income Tax & GST audits
- ✓Business financial planning
- ✓MIS and internal controls
- ✓Inventory and HR process optimization
- ✓Bank audit services
- ✓Corporate debt planning
- ✓Compliance management
90+ corporate clients served
Stock Market Advisory
Equity market guidance through IIFL partnership
Key Features:
- ✓Stock recommendations
- ✓Market research and analysis
- ✓Trading strategies
- ✓Risk management
- ✓Demat account services
- ✓Portfolio diversification
Partnership: IIFL Capital Services Ltd.
Ready to Take Control of Your Financial Future?
Contact us today for a personalized consultation and discover how we can help you achieve your financial goals.