Investment Planning

Navigating investment opportunities while living abroad can be overwhelming, especially with fluctuating market conditions and currency exchange rates. Our team of financial experts works with you to identify the best investment options tailored to your goals, risk tolerance, and time horizon. From mutual funds and shares to real estate and other asset classes, we help you build a diversified portfolio that aligns with your financial aspirations.

Retirement Planning

For NRIs planning to retire either in India or abroad, we offer customized retirement solutions that ensure financial security. From building a corpus to optimizing income streams during retirement, we help you plan for a stress-free future.

Tax Compliance

Understanding and adhering to the tax regulations in both your home country and the country of residence is critical for NRIs. Our tax advisory services are designed to simplify compliance, helping you:

• File Your Income Tax Returns: Accurately and on time to avoid penalties and ensure compliance with local tax laws.
• Claim DTAAs Benefits: Benefit from the Double Taxation Avoidance Agreements (DTAAs) where applicable.
• Minimize Tax Liabilities: We guide you on how to reduce tax burdens while staying compliant with local and international tax regulations.

Repatriation of Funds

Transferring money between countries involves strict regulations, documentation, and understanding of exchange controls. Our team assists in:

• Streamlining the Repatriation Process: Ensuring your funds are transferred securely and efficiently.
• Complying with RBI Guidelines: Helping you navigate the Reserve Bank of India (RBI) guidelines for repatriation.
• Optimizing Foreign Exchange Rates: We offer strategies to reduce transaction costs and maximize the value of your repatriated funds.

Advisory for Real Estate Investments

Many NRIs seek to invest in property back home. Our services include:

• Evaluating Real Estate Opportunities: Identifying high-return investments to help you maximize property value.
• Providing Legal and Tax Guidance: Assisting with legal compliance, property documentation, and taxation for real estate transactions.
• Repatriating Sale Proceeds: We help you repatriate proceeds when selling property in India.

Succession and Estate Planning

Managing wealth across multiple geographies requires meticulous planning to ensure a smooth transfer of assets to your heirs. Our experts assist with:

• Drafting Wills and Succession Planning: Ensuring that your wealth is properly distributed according to your wishes.
• Establishing Trusts: Safeguarding your wealth for future generations.
• Navigating Inheritance Laws: Reducing complexities and ensuring a smooth transition for your family.