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the life of a nation. And from a wealth creation point of view it is an opportunity that comes once over several generations. We can help facilitate your participation in this growth. After understanding your needs and providing an appropriate investment strategy we shall see to its smooth execution. We shall hand hold you through the entire process from opening of bank account, getting a PAN card, completion of KYC norms and ensuring that you are fully compliant to all Indian rules and regulations pertaining to NRIs.
Wealth Management for NRIs incorporates Financial Planning, Investment Management, Insurance and Risk Management, Tax Planning, Retirement Planning, Estate Planning and other aggregated financial services. Through our holistic approach in providing wealth management consulting and advisory encompassing wealth protection, wealth accumulation and wealth appreciation. We provide end-to-end services to NRIs – Including banking services, getting PAN and KYC, risk profiling, financial planning and investment management; reviewing, and re-aligning investments according to change in market environments, keeping tax compliance in India and your respective country into consideration.
Our range of wealth creation, wealth management and wealth protection solutions are provided through partners that are leaders in their areas of expertise. These partners enable us to provide solutions covering:
The following information is provided for general information only. However, in view of the individual nature of the implications, each investor is advised to consult case to case basis with respect to the specific tax and other implications arising out of his or her participation in the scheme.
A non-resident Indian (NRI) is an Indian citizen or a person of Indian origin who stays abroad for employment / carrying on business or vocation outside India or stays abroad under circumstances indicating an uncertain duration of stay abroad.
A Person of Indian Origin means a citizen of any country (other than Bangladesh or Pakistan), if:
Yes. NRIs can maintain accounts in rupees as well as in foreign currency. Accounts in foreign currencies can, however be maintained with authorised dealers only.
Two types of rupee accounts viz.
NRI can invest in the following products.
NRI & FIIs can invest in mutual funds in India. OCBs cannot invest in mutual funds in India.
No special approval is required. NRIs/FIIs have been granted a general permission by RBI [Schedule 5 of the Foreign Exchange Management (Transfer or Issue of Security by a Person Resident Outside India) Regulations, 2000] for investing in /redeeming units of the schemes subject to conditions set out in the aforesaid regulations.
However, PIOs need to attach a copy of the PIO card with the application form at the time of investing.