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.
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NRI 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
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
₹500+ Crores Assets Under Advisory
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.