NRI Services

India has turned into a splendid investment destination for non-resident Indians and persons of Indian origin. A growing and robust economy, a strong rupee, and profitable companies have together ensured that investors get maximum returns from both equity and debt markets. A highly transparent and automated stock exchange and a resonant mutual fund industry have ensured that investments are liquid and transparent. Taking advantage of this environment and our proven experience in the market

Service Offered (Non-Resident Indians)

  • How the NRI Strategy Would Work An investor opens an NRE account with the funds repatriated into India.
  • An investor defines his investment goals.
  • We design a mutual fund portfolio based on investment objectives.
  • Investors can give a mandate letter to Mr. X, the mandate holder, to implement strategy without the loss of time and investor intervention, or investors can make one of his known persons the mandate holder who can execute documents and sign checks on his behalf.

We monitor the performance and progress of the portfolio on a continuous basis, refine strategy if required, and carry out portfolio rebalancing.

We provide regular updates on the portfolio to the investor. Investments in stocks and mutual funds are subject to market risks. Investors should read the offer documents carefully and consult their investment advisor before investing.