These high-achieving individuals and families want to retain strong bonds with India. Part of that endeavour is to have a notable financial presence in the country. This means that they must keep one eye on Indian markets on a daily basis. Despite a scattering of wealth managers and other professionals they cannot rest assured that their Indian monies are being safely managed by a trusted custodian. Clearly, these global citizens deserve better.
Banking Solutions
NRE/NRO/Savings account coordination
Assistance with residency status conversion of Accounts
Remittance facilitation
Bank account setup (while overseas)
Cash flow planning in India
Demat & Stock Management
Demat and trading account updates
Stock holding records
Dematerialisation of physical shares
Real Estate Support
Organising Property documentation
Purchase/sale facilitation (charged separately)
Property maintenance coordination
Tenant and compliance management
Tax Filing Assistance
Bookkeeping and tax computation
Coordination of Tax filing and refund
Assistance in handling IT notices
International tax liaison (case-to-case)
Trust & Estate Planning
Will/Trust need evaluation
Will execution support in India
Investment Reporting
Investment statement tracking
Capital gains and transaction summaries
Portfolio review support
Investment management
Business Advisory Services learn more
Estate, Legacy and
Succession Planninglearn more
Family CFO learn more
Investment Services learn more
Real Estate Services learn more
Social Investments learn more
Lifestyle Management
Services learn more
Portfolio and Domicile
Diversification learn more
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