NRI Services Page

Family Office solutions for Non Resident Indians

Through our dedicated desk for NRI’s and Non-Indian Investors, we provide end to end investment solutions. This includes consulting on investment avenues, channels, compliance, documentation, risk and goal mapping, account opening, investment advice and management.

We have extensive support from Chartered Accountants, Lawyers, Financial Planners, Custodians, and Bankers to provide you the most efficient and hassle free experience.

Our Offerings

Financial Goal Setting and Planning

Financial planning focuses on identifying effective financial plans and strategies according to an investor’s risk appetite and financial goals.

There are host of investment products including insurance, shares, bonds, mutual funds, bank deposits, and real estate. Investment planning helps to identify the most appropriate portfolio mix.

    Financial Planning Services Includes:
  • Financial Goal Setting and Planning
  • Investment Assistance
  • Financial Coaching
  • Periodic Reviews of strategy
  • The revenues should be growing
Investment Assistance

We help you invest in Mutual Funds, Stocks, PMS, AIF, Debt Funds, Fixed Deposits and Properties in India.

Taxation

NRI can have income under salary, capital gains, house property, other sources and business profession. Our NRI desk helps you efficiently plan your taxes.

    This service includes help related to:
  • Taxable Income from an NRI
  • Income from Salary
  • Income from House Property
  • Rental Payments to an NRI
  • Income from Business and Profession
  • Income from Capital Gains
  • Special Provision Related to Investment Income
Legal
    Legal NRIs usually come back to India to complete their process mostly related to legal issues. There are varied legal issues that NRIs face like property dispute. Non Resident Indians (NRI) face challenges on the following aspects:
  • Property Disputes
  • Family Partition
  • Matrimonial
  • Child Custody
  • Cheque Bounces
  • Money Recovery
  • Labour Dispute
  • Matrimonial Dispute
  • Domestic Violence
  • Corporate Laws
  • Will and Succession
  • Taxation Notice, Money Repartriation
  • Immigration Assistance
  • Reach out for issues related to any of your above details.
Documentation and Compliance

Our NRI desk helps you efficiently manage your documentation and compliance including PAN application, PIS, FPI, Income Tax, Filings, Account opening, Bank accounts (NRE/NRO), Demat account etc.