NRI Investment Advisory
India exposure built and monitored from wherever you live, structured to stay compliant on both sides of your tax position.
The structural questions first
For non resident investors the account and routing decisions matter as much as the instrument selection. We work through NRE versus NRO routing, what each means for repatriation, the documentation your bank and the fund houses will require, and which investment avenues are available to you given your country of residence.
Repatriation planning
Whether money can come back out, how much, and how quickly, is decided largely by how it went in. Planning this before investing avoids funds that are effectively trapped in the wrong account type.
Cross border tax awareness
We take account of the Double Taxation Avoidance Agreement between India and your country of residence, Indian withholding on your holdings, and the reporting your resident country may require. We are investment advisers rather than tax counsel, so we coordinate with your tax adviser rather than replacing them, and we tell you plainly when a question belongs with them.
Working remotely
Onboarding, reviews and ongoing advisory run over video and email across time zones. Nothing requires you to be in India.
Other services
Talk it through with a fiduciary adviser
A free consultation, no product pitch, no obligation.