Advisory Services
Specialized Services
Dedicated guidance for NRIs investing in India, business owners managing cash flow and wealth, and independent portfolio reviews.
Who We Help
Guidance shaped around your situation.
We provide personalized financial guidance to meet the unique needs of NRIs, business owners, and investors.
NRI Services
Financial and investment guidance for Non-Resident Indians to help manage their finances and investments in India.
- Investing in India from abroad
- NRE and NRO account guidance
- Coordination with tax professionals
Business Owners
Support with business financial planning, cash flow management, investments, and wealth creation.
- Separating business and personal wealth
- Cash flow and surplus planning
- Succession for the next generation
Portfolio Review
Review your existing investments to understand their performance, risks, and alignment with your financial goals.
- Performance against benchmarks
- Overlap, cost and risk check
- Clear, prioritised recommendations
NRI Focus
Investing in India, from anywhere.
Living abroad adds rules and paperwork to every financial decision in India. We help you navigate them.
NRE & NRO accounts
Understanding which account to use for which money, and how each is treated.
Repatriation
How and when investment proceeds can be moved back abroad.
Mutual funds & equity
Eligible investment routes — some fund houses restrict investors resident in certain countries.
Tax & compliance
Coordinating with tax professionals on Indian tax and residency rules.
Portfolio Review
An independent look at what you already own.
- PerformanceHow each investment has done against a fair benchmark and its category.
- RiskWhether your portfolio’s risk matches your comfort level and time horizon.
- Overlap & concentrationFunds or stocks that duplicate each other or crowd into one sector.
- CostsExpense ratios, charges and products that cost more than they deliver.
- AlignmentWhether the portfolio still fits your goals — and what to change if not.
FAQ
Questions investors often ask.
Can’t find your answer here? Our team will walk you through it.
01Can NRIs invest in Indian mutual funds and shares?
Yes, generally through NRE or NRO accounts after completing KYC. Some fund houses do not accept investments from residents of certain countries, such as the US and Canada, so we check eligibility first.
02Do I need to be in India to get started?
Usually not. Much of the onboarding and review can be done remotely, subject to KYC and documentation requirements.
03What does a portfolio review cost me in time?
Share your current holdings statement and we prepare the review. We then walk you through the findings in one conversation.
04Can you help a family business plan for succession?
Yes — alongside our Estate & Succession Planning service, working with legal and tax professionals where required.