NRI Financial Planning
Your IndiaWealthPlanned.
Most NRIs have investments scattered across accounts, policies a relative suggested, and a portfolio nobody has reviewed in years. We build a clear structure for your specific situation — wherever you live.
Core Focus
Your India Wealth Deserves a Plan,
Not a Proxy.
A unified plan ties your India assets to the life you are building abroad. We align accounts, goals, and repatriation rules so nothing is left to guesswork.
Expect regular reviews, clear compliance, and a single point of contact you can trust.
We help build tax-efficient portfolios that fit your unique situation.
You Are in the Right Place If
Sound Familiar?
- Money lying in NRE or NRO accounts
- Investments handled informally back home
- Returning to India is still on the table
- Supporting parents while earning abroad
- Matured investments or property proceeds idle
What We Take Off Your Plate
The Hard Parts, Handled
We reduce complexity, keep everything compliant, and ensure your plan stays aligned as life evolves.
Compliance Without the Headache
NRI investing comes with FEMA rules, repatriation limits, and tax implications in two countries. Every investment is structured correctly from the start — not fixed later.
A Portfolio, Not Scattered Products
Most NRIs end up with a mix of ULIP policies, random mutual funds, and FDs recommended by different people at different times. We consolidate and restructure around your actual goals.
We Watch India So You Don't Have To
Between time zones, your job, and your life abroad — tracking Indian markets and rebalancing your portfolio is nobody's priority. It becomes ours. Quarterly reviews, proactive rebalancing, and clear communication when something needs your attention.
Family Back Home
If you are supporting parents or managing family finances remotely, we can be the trusted local point of contact — so decisions don't get made in a vacuum.
Free Resource · US-Based NRIs
Get free report:
How Are Your India Investments Taxed in the US?
Most US-based NRIs are unaware of PFIC classification rules, FBAR reporting requirements, and the tax treatment of Indian mutual funds under US law. We have put together a clear, plain-English guide covering exactly this.
No spam. One useful email.
Scope of Engagement
Investment Options
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Everything Digital
Nothing to Print, Sign, or Courier.
Onboarding, KYC, investments, and portfolio tracking — all handled through a secure digital platform.
You can start investing in Indian mutual funds from the US, UK, or anywhere else in the world without visiting a branch or sending physical documents.
Paperless KYC
Complete your KYC and onboarding entirely online. No branch visits, no couriering documents.
Real-Time Holdings
Your portfolio, transactions, and statements — always accessible, always updated.
Invest From Anywhere
Place orders, set up SIPs, and track performance from any device, any timezone.
Start Here
Let's Plan your India Investments.
One conversation is enough to identify what's working, what's missing, and what needs to be fixed.
No obligation, no product pitch.
Hardik Patel
ARN-358266
AMFI Registered Mutual Fund Distributor