NRI & Global Wealth Advisory
Expert guidance for Indians investing across borders.
Wealth management solutions for Non-Resident Indians and globally connected families navigating cross-border investment complexities.
What This Service Covers
Managing wealth across borders requires specialised expertise — knowledge of FEMA regulations, double taxation, repatriation rules, and appropriate investment vehicles in each jurisdiction. Our NRI advisory service provides end-to-end guidance for Indians living abroad or those with family assets spanning multiple countries.
Who This Is For
Non-Resident Indians and globally mobile families seeking coherent, Shariah-compliant investment management that spans borders.
Common Goal
Cross-border wealth coherence
Get Started
Your first consultation is complimentary. Speak with an advisor to understand how this service fits your goals.
Book a ConsultationHow We Work With You
Situation Analysis
We map your residency status, global assets, and compliance obligations.
Strategy Design
We create a cross-border investment strategy aligned with your goals and compliance needs.
Ongoing Management
Regular review and adjustment as regulations and personal circumstances evolve.
What Clients Ask
An NRE (Non-Resident External) account holds foreign earnings converted to INR — the funds are freely repatriable. An NRO (Non-Resident Ordinary) account holds India-sourced income like rent or dividends — repatriation is subject to limits. Both can hold Shariah-compliant investments.
Yes, NRIs can invest in Indian mutual funds through NRE or NRO accounts. Some fund houses have restrictions on US and Canada-based NRIs due to FATCA compliance — we guide you through the options available in your jurisdiction.
If you have taxable income in India (rent, dividends, capital gains), you may have a tax filing obligation. We coordinate with tax advisors to ensure your Indian investments are tax-efficient and compliant.
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