Specialized portfolio management and cross-border investment solutions for Non-Resident Indians across the GCC, Singapore, UK, Europe, US, and beyond. Designed to navigate taxation, currency repatriation, and high-conviction opportunities seamlessly.
While India presents one of the most compelling long-term economic compounding opportunities globally, NRIs frequently encounter operational, tax, and allocation pitfalls when managing assets remotely.
Many NRIs keep substantial capital parked in low-yielding NRE/NRO fixed deposits (failing to beat inflation post-tax) or illiquid physical real estate that creates tenant friction and heavy repatriation barriers.
NRIs face mandatory Tax Deducted at Source (TDS) at peak rates (up to 20% or 30%) upon redemption. Without proper DTAA structuring and Form 10F/TRC filing, investors end up paying double tax across jurisdictions.
Opening demat accounts, In-Person Verification (IPV), FATCA/CRS declarations, and managing NRE vs. NRO bank accounts across different time zones is time-consuming and prone to institutional delays.
We provide access to India's leading wealth vehicles, filtered through rigorous quantitative due diligence, risk-adjusted metrics, and tax efficiency.
Direct equity ownership in high-conviction portfolios managed by India's premier fund managers. Ideal for NRIs seeking concentrated exposure to structural themes (Manufacturing, Digital Consumption, Capital Goods, Financialization).
Sophisticated private equity, venture debt, pre-IPO, and long-short hedge fund strategies. Access private market alpha and institutional alpha unconstrained by daily public market volatility.
Invest directly in Indian equities and global assets in USD ($) through Gujarat International Finance Tec-City (GIFT City). Eliminates INR currency conversion friction and domestic Indian tax filings.
Curated portfolio of active large-cap, mid-cap, flexi-cap, and hybrid mutual funds. Structured via NRE/NRO accounts for seamless compounding with automated rebalancing.
We take care of the heavy lifting so you can focus on building generational wealth without geographic boundaries.
Complete digital coordination for PAN application, CKYC/KRA updates, FATCA/CRS compliance, and Demat/Trading account setup.
Guidance on structuring fund flows across Non-Resident External (NRE - fully repatriable) and Non-Resident Ordinary (NRO) accounts.
Tax Deducted at Source (TDS) advisory, Form 15CA/CB support, and DTAA benefit structuring to minimize cross-border tax drag.
Quarterly risk audits, asset allocation rebalancing, and fund manager due diligence reports delivered directly to your portal.
Direct onboarding onto USD-denominated IFSC funds with zero domestic Indian capital gains tax for non-resident investors.
Dedicated wealth advisors available to coordinate across Gulf Standard Time (GST), Singapore Time (SGT), GMT, and EST.
India is poised to become the world's 3rd largest economy, driven by deep demographics, physical infrastructure capex, and manufacturing digitization.
India's corporate earnings growth is outperforming emerging market peers. Equities have historically delivered 12% - 15% CAGR across multi-cycle horizons.
Supervised by SEBI and RBI with T+1 settlement cycles, segregated demat asset custody, and transparent disclosure requirements.
Real economic growth in India comfortably outpaces the INR/USD historical depreciation (approx. 2.5%-3.0% p.a.), generating substantial net real USD returns.
GIFT City is witnessing a major shift in investor onboarding as digital processes cut the time required to bring global investors on board from nearly 20 days to about 60 minutes. The transformation could strengthen GIFT IFSC’s appeal, improve access for overseas investors and support India’s ambition of becoming a global financial hub.
GIFT City’s International Financial Services Centre is emerging as a gateway for global investing, offering resident Indians and NRIs access to overseas securities, funds, AIFs, PMS and derivatives. While residents can use it for international diversification, NRIs may find greater advantages through foreign-currency investments, wider product access and a favourable tax framework.
Schedule a confidential, non-binding discussion to structure your India portfolio across PMS, Cat II/III AIFs, GIFT City IFSC USD funds, or tax-efficient mutual funds.
