Managing your India side.

Bring Your Wealth into One Clear Plan.

A dedicated space for NRIs to protect their family’s future and grow their money in India with simple rules, and clear steps.

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OUR APPROACH

Guided by Your Goals

We begin with your ‘Why’ and build a roadmap that powers your journey with the right instruments.

01

Insight

We begin with your ‘Why,’ exploring your aspirations.

02

Design

Together, we define a roadmap tailored to your objectives.

03

Action

We implement curated products to power your journey.

The Pillars of Your Portfolio

Equity & Tax-Optimized Growth

Capitalize on India’s economic ascent through high-conviction Mutual Fund and Unit Linked (ULIP) strategies. We focus on maximizing your market participation while utilizing tax-advantaged structures to protect your long-term gains.

Retirement & Whole Life Plans

Ensure your post-retirement lifestyle with absolute certainty. We implement Guaranteed Return strategies that act as a currency-hedged pension, providing a tax-free, lifelong income stream regardless of global market volatility.

Strategic Bond Investments

Secure predictable yields and capital stability through high-grade Corporate Bonds and Government Securities. This pillar is designed for NRIs seeking a sophisticated alternative to traditional deposits, focusing on superior risk-adjusted returns.

Global Health & Term Cover

Protect your wealth from the unpredictable. We provide comprehensive Term Insurance and specialized Health Cover for your visits to India, ensuring your family’s security and your access to world-class medical care.

Clarity On Investments in India

Brief answers to the most common regulatory and strategic queries.

Yes. Funds invested through your NRE (Non-Resident External) accounts are fully and freely repatriable. For investments made through NRO (Non-Resident Ordinary) accounts, repatriation is permitted up to USD 1 million per financial year, subject to documentation and tax clearance (Form 15CA/CB).

India has signed the Double Taxation Avoidance Agreement (DTAA) with over 80 countries, including the US, UK, UAE, and Singapore. This ensures you aren’t taxed twice on the same income. We help you optimize your tax residency status to benefit from lower withholding tax rates where applicable.

Not at all. We have built a fully digital onboarding process. From KYC updates to NRE/NRO account opening and portfolio execution, everything can be managed securely from your current country of residence.

Yes, but with specific nuances. While many AMCs (Asset Management Companies) restrict US/Canada residents due to FATCA compliance, we provide a curated list of high-performing funds that are fully compliant and open to North American investors.

Your accounts will simply need to be re-designated from NRE/NRO to Resident accounts. Your portfolio remains intact, but the tax treatment will shift to the standard Indian resident slabs. We guide you through this transition seamlessly whenever you decide to return.

Yes. NRIs can trade in Indian equities through the Portfolio Investment Scheme (PIS). You will require a PIS-enabled NRE/NRO Savings Account, a Demat account, and a Trading account with a SEBI-registered broker. We assist in streamlining this three-in-one setup so you can manage your direct equity portfolio as easily as a domestic investor.

While many insurers now offer “Tele-medical” or “Video-medical” check-ups for NRIs, there might often be limitations on the Sum Assured (SA) or the coverage amount if the policy is issued while you are abroad.
Generally, the process is smoother and might offers higher coverage limits if the application and medicals are completed during a visit to India. We recommend coordinating your high-value protection plans with your travel schedule to ensure maximum eligibility and ease of issuance.

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Have A Quick Question?

If you aren’t ready for a formal session, connect with us on your preferred platform—WhatsApp, Telegram, or Email using the Global Support floating icon in the corner. We operate on India Standard Time (IST) and personally review every message. You can expect a thoughtful response within 12–24 business hours.