We specialize in Non Resident Indian (NRI) and Overseas Citizens of India (OCI) cardholders’ Investment Advisory and have super specialization for US based NRIs or OCIs (H1B, Greencard, US Citizen). We also advise persons returning to India or migrating out of India or having parents or children in India or out of India.
We provide end-to-end, client-centric consulting to NRIs, OCI card holders, migrants and ex-pats so they can make informed decisions considering RBI/FEMA rules, Income Tax Act, DTAA, foreign tax and compliance requirements, etc. and save taxes, grow wealth, meet family requirements, achieve family goals, simplify compliance and add meaning to life.
We provide following services to our NRI or OCI client families:
- Residential Status Planning
- Migrating/ Returning to India
- Multi-country Residency & Investments
- Multi Country Tax Planning
- Remittance & Repatriation
- FEMA, FATCA/ CRS & global Compliance
- Bank Accounts & Money Transfers:
- Risk Assessment and Profiling
- Investment Policy Statement (IPS)
- Strategic Asset Allocation & Tactical Asset Allocation
- Global Multi Asset Portfolio Guidance
- Holistic Investment Advice
- Goal based Investments
- Investment Policy Statement (IPS)
- Investment Plan execution
- Monitoring & Reporting
- Financial Decisions
- PE, VC, Startup Investing
- PMS, AIF and Structured Investment Guidance
- Currency investment, including Crypto / Virtual Currency, etc.
- GIFT City & International Investments
- Family Tax Optimization
- Multi Country Tax Planning
- DTAA benefits & TDS
- Multi-country Residency & Investments
- Bank Account & Money Transfers
- Documentation & Record Management
- FEMA and Income Tax Act
- FATCA/ CRS & global Compliance
- AML and Benami Transaction Guidance