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Wealth Management & NRI Advisory

Wealth Management

Our team places great emphasis on understanding our client's financial goals, risk tolerance, time horizon, and personal values. By establishing trust and open communication, we develop customized wealth management strategies tailored to their specific needs.

NRI Advisory Services

At our firm, we specialize in providing comprehensive NRI advisory services centred around income tax return filing and compliance for any income arising in India. We understand the unique tax challenges faced by Non-Resident Indians (NRIs) and aim to assist them in meeting their income tax obligations effectively.

Wealth Management

Our team places great emphasis on understanding our client's financial goals, risk tolerance, time horizon, and personal values. By establishing trust and open communication, we develop customized wealth management strategies tailored to their specific needs.

We offer a diverse range of financial products, including:-

Life Insurance

Non-life Insurance

Mutual Funds

Fixed Deposits & Bonds

Real Estate.

Our portfolio and wealth management services have received recognition and acclaim, positioning us as a top-tier partner in the industry in India.

When it comes to life insurance, we have partnered with esteemed companies

These partnerships enable us to provide our clients with a wide selection of life insurance options

For non-life insurance, we have collaborated with reputable companies

This allows us to offer comprehensive insurance solutions tailored to individuals and corporate clients, covering Motor Insurance, Individual and Group Mediclaim, Fire and Theft insurance, Property insurance, and Marine insurance.

In terms of fixed deposits, we have partnerships with HDFC Ltd., Bajaj Finserv, PSU Corporate Deposit, Shriram Finance, as well as private and public sector banks. This enables us to offer our clients a variety of options for fixed deposit investments.

For mutual funds, we provide a cutting-edge online platform called www.investorsarthi.com, where clients can conveniently trade in various mutual funds. This platform offers advanced features and tools to enhance the investing experience.

With our comprehensive range of financial products and strategic partnerships, we strive to provide our clients with a holistic approach to wealth management, catering to their diverse needs and helping them achieve their financial goals.

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NRI Advisory Services

At our firm, we specialize in providing comprehensive NRI advisory services centered around income tax return filing and compliance for any income arising in India. We understand the unique tax challenges faced by Non-Resident Indians (NRIs) and aim to assist them in meeting their income tax obligations effectively.

The following are the key services we offer:

We assist NRIs in accurately filing their income tax returns, ensuring compliance with all relevant regulations and reporting requirements.

If an NRI receives an income tax notice from the Indian tax authorities, we provide expert guidance and support in formulating an appropriate response.

We offer client case representation in litigation or scrutiny cases related to both direct and indirect taxes.

We assist NRIs in preparing and filing Form 15CA and 15CB, which are mandatory for certain foreign remittances under the Income Tax Act.

NRIs selling property in India can face significant tax deductions at source by the buyer. To minimize the tax burden, we help clients obtain a lower tax deduction certificate.

We provide dedicated time slots for NRI clients to discuss their income tax concerns and receive personalized advisory and planning services.

We assist NRIs in applying for a Permanent Account Number (PAN), which is a unique identification number required for various financial transactions in India.

We extend our services to NRIs interested in establishing new legal entities in India, such as companies, limited liability partnerships (LLPs), trusts, partnerships, or proprietorship firms.

We offer registration services for various tax-related requirements, including Goods and Services Tax (GST) registration, Tax Deduction and Collection Account Number (TAN), and Import Export Code (IEC) registration.

Our NRI advisory services encompass various tax-related solutions to help NRIs. Discover tax solutions tailored for NRIs today by scheduling a consultation now!

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