Comprehensive financial planning for NRIs across USA, Canada, Australia, and UAE. Navigate cross-border investments, taxes, and wealth creation with expert guidance.
Diversified investment options to build wealth in India while staying compliant
NRI-specific mutual fund schemes with easy repatriation
Higher interest rates than regular FDs with flexible tenure
Property investment guidance and portfolio allocation
Professionally managed portfolios for high net worth NRIs
DTAA benefits, TDS rates, tax residency status confusion
Many schemes not available for NRIs or have restrictions
Understanding repatriable vs non-repatriable investments
Difficult to manage investments and get timely guidance
15+ years of experience helping NRIs navigate investment complexities and build wealth in India.
From account opening to tax compliance - we handle everything
NRE/NRO/FCNR account opening with major Indian banks
Complete portfolio management including SIPs, lump sums, and switches
DTAA benefits, TDS optimization, and tax-efficient investments
Money transfer assistance and repatriation documentation
Will preparation, nomination updates, and succession planning
Round-the-clock support via WhatsApp, email, and video calls
Tailored guidance based on your country of residence
How our NRI clients achieved their financial goals
Software Engineer • California
"Moving to US was overwhelming with investment concerns. Tejas handled everything - NRE account, SIP setup, tax planning. My India portfolio has grown 14% annually while staying compliant."
Business Professional • Australia
"Being an NRI, all services under one roof is perfect. Tejas handles mutual funds, tax compliance, and Romil manages insurance. Clear communication and sound financial guidance."
Simple 5-step process to begin your India investment journey
Video call to understand your goals and current situation
Gather required documents for account opening and KYC
Open NRE/NRO accounts and complete investment KYC
Create customized investment plan and start SIPs
Regular reviews, tax support, and rebalancing
Get expert NRI financial planning from experienced advisors who understand cross-border complexities. Schedule your free consultation today.
💡 Free Consultation Includes: Investment options review, tax planning, account opening guidance, personalized roadmap