Services for NRIs

Why NRIs Should Invest in India?

Investing in India offers compelling benefits, making it an attractive destination for Non-Resident Indians (NRIs). Here’s why:

  • Emotional Connection: Stay connected to your roots and contribute to India’s growth.
  • High Growth Potential: Tap into one of the world’s fastest-growing economies for wealth creation.
  • Favorable Government Policies: Benefit from tax incentives and simplified investment procedures.
  • Diverse Investment Options: Choose from a range of products to match your financial goals.
  • Currency Advantage: Currency fluctuations can result in additional gains, adding another layer of potential profit.

What are the Services offered to NRIs?

We offer various services:

  • Goal Based Planning to enable families planning for their dreams and live their dreams.
  • Risk Planning with the help of Term Insurance and Health Insurance.
  • Investment Planning with Mutual Funds and other conventional products based on the risk appetite of the investor as well as considering the timeline of goal(s).
  • Enable participation in unconventional products like P2P Lending (Liquiloans, Finzy), Invoice Discounting etc.

Why Choose Us?

  • Trustworthy Experts: Our experienced team understands NRI challenges and opportunities and assists them for those.
  • All-in-One Solutions: From insurance to Goal Based planning, we offer comprehensive services tailored to your needs.
  • Simple Approach: Complex financial concepts simplified into actionable strategies.
  • Dedicated Support: Your financial success is our priority. Benefit from ongoing support.

Our Approach

  • Personalized Financial Guidance: Personalized advice to fit your unique financial situation and goals.
  • Seamless Money Management: Streamline your finances to ensure a stable financial journey with easy regulatory compliance.
  • Annual Portfolio Review: Personalized recommendations based on your risk tolerance and financial objectives.
  • NRE/NRO Account Guidance:
    Choose the best suitable account for your investments:
     NRE Account: Ideal for tax-free interest on foreign earnings with full reparability.
     NRO Account: Perfect for managing Indian income with partial reparability.