Financial Planning
Are you an NRI or going to be one soon?
If the answer is YES, this plan is for you!
As a Non-Resident Indian, one is faced with a lot of financial challenges as you would have investments in India as well as foreign country. One tends to have queries around Insurance planning, Taxation, Investments: debt, equity, gold, real estate, retirement planning as well as estate planning.
We provide the answer to these questions!
We manage your portfolio & help you to grow your finances while you focus on more important things in life.
FEATURES | FINANCIAL PLANNING FOR NRIs |
Complete Risk Assessment as an NRI | ✓ |
Existing Portfolio Review | ✓ |
Existing Insurance & Tax Review | ✓ |
Investment Advisory Service - All kinds of Mutual Funds - Equity Investments - Debt Investments - Gold/Silver - Real Estate - AIF’s | ✓ ✓ ✓ ✓ ✓ |
Tax Planning & Advisory | ✓ |
Insurance Advisory | ✓ |
Emergency Funds Planning | ✓ |
Asset Allocation Strategy | ✓ |
Goal Assessment & Planning - Family Planning - Child’s Education - Wealth Creation - Higher Studies - Corpus for Child - Real Estate Planning | ✓ ✓ ✓ ✓ ✓ ✓ |
Retirement Planning | ✓ |
Will & Estate Management | ✓ |
FOR CHARGES & MORE DETAILS |