NRI Wealth Management
One coordinated view of your wealth, across borders.
Living abroad does not end your financial ties with India. It makes them more complex. Bank accounts need to be reclassified, investments need the right KYC status, rental income and capital gains have Indian tax implications, and moving money across borders follows specific rules.
We help NRIs and returning Indians manage all of this from one place.
Is this for you?
Common situations and considerations we help clients work through:
- You have recently moved abroad, or are planning to return to India.
- You hold property, investments or family business interests in India.
- You want to invest in India, or through GIFT City, in a compliant way.
- You need to repatriate funds or claim treaty benefits.
Planning areas
What we help with
Residency & account review
Determining tax residency each year and aligning NRE, NRO and FCNR accounts accordingly.
India investments
Mutual funds, PMS, AIF and direct equity suitable for your country of residence.
GIFT City & global options
Dollar-denominated investment routes available through IFSC.
Tax & DTAA
Indian tax filing, TDS refunds and double-tax treaty relief.
FEMA & repatriation
Documentation and compliance for moving funds out of India.
Returning NRI planning
Transitioning accounts, assets and tax status when you move back.
Our approach
A simple, disciplined framework.
The same four stages guide every engagement, so you always know where you are and what comes next.
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01
Understand
Your residency status, assets in each country and future plans.
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02
Design
A compliant plan for accounts, investments, tax and repatriation.
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03
Implement
Execute remotely with minimal paperwork and time-zone-friendly meetings.
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04
Review
Annual review of residency, holdings and filings.
FAQs
Frequently asked questions about NRI wealth management
Can I invest in Indian mutual funds while living in the US or Canada?
Some fund houses accept investments from US and Canadian residents, subject to additional documentation. We help identify eligible options.
What is the annual repatriation limit from an NRO account?
Under current FEMA rules, NRIs can generally repatriate up to USD 1 million per financial year from NRO balances, subject to tax compliance and documentation.
Can we meet without travelling to India?
Yes. Most NRI relationships are managed through video calls and digital documentation.
Schedule an NRI consultation.
Start with a private, no-obligation conversation about where you are and where you want your wealth to go.