Our Services
Retirement Planning
To equalize the difference between these two financial components, we provide very comprehensive and effective retirement planning.
Wealth Management
Everyone has fixed ideas about wealth, and everyone wants to know how to protect their wealth. Looking at the big picture, however, the key to wealth management has little to do with just investing funds properly.
Financial Planning
Financial Planning strategizes your resources in such a manner that you achieve or exceed your aspirations goals ensuring availability of funds when required.
Tax Planning
Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible. A plan that minimizes how much you pay in taxes is referred to as tax efficient.
NRI Corner
India has turned into a splendid investment destination for Non Resident Indians and persons of Indian origin. A growing & robust economy, a strong Rupee and profitable companies have together ensured that investors get maximum returns from both equity and debt markets. A highly transparent and automated stock exchange and a resonant mutual fund industry have ensured that investments are liquid and transparent. Taking advantage of this environment and our proven experience in the market.Service Offered (Non Resident Indians)
- How NRI strategy would work. Investor opens an NRE account with the funds repatriated into India.
- Investor defines his investment goals.
- We design a portfolio based on investment objectives.
- Investor can give mandate letter making Mr. x mandate holder to implement strategy without the loss of time and investor intervention or Investor can make one of his known persons mandate holder who can execute documents and sign cheques on his behalf.
We monitor the performance and progress of portfolio on continuous basis and refine strategy if required and carry out portfolio rebalancing. We provide regular update of the portfolio to the investor.Investment in stocks and mutual funds is subject to market risks. Investors should read the offer documents carefully and consult their investment advisor before investing. For more details, please do contact us.
FAQs
- An NRI is an Indian citizen who
stays outside India.
- For purposes of carrying out employment or any business or vocation.
- Under circumstances indicating an intention to stay outside India for an uncertain duration.
- Any Indian citizen deputed outside India for a temporary period in connection with employment.
A citizen of a foreign country (other than a citizen of Bangladesh or Pakistan) is a PIO if:
- He/She at any time held an Indian Passport OR
- He/She or either of his parents or any of his/her grandparents was a citizen of India OR
- Spouse (not being a citizen of Bangladesh or Pakistan) of an Indian citizen (a) or (b) above.
NRI can invest in the following products.
- Equity trading on BSE and NSE
- Derivatives trading on the NSE
- IPO online
- Portfolio Management
- Investments in Mutual Funds
Any NRI/PIO can open two types of savings accounts with any bank in India. They are NRE and NRO bank account
NRI can invest in the following products.
- An NRI should open a new bank account (NRE/NRO or both) with designated bank which is approved by RBI (Reserve Bank of India) for this purpose.
- He should apply for a general approval for investment in Indian Stock Market through his designated bank branch.
- He should open a Demat Account with an NBFC to hold his shares and register to execute his buy/sell orders on the stock exchange(s)
A NRE bank account is an external saving bank account opened for Non resident Indians. This is why it is known as Non-Resident External account. Since it is an external account, any monies lying in NRE account can be taken outside the country or in other words, the monies lying in NRE account are fully repatriable. This money can be converted into any foreign currency at the behest of the account holder and can be remitted outside the country.
