Global Indian Wealth
Your India wealth, expertly managed abroad.
We simplify cross-border wealth for NRIs — managing India-based investments, navigating FEMA and DTAA, handling NRE/NRO accounts, and coordinating repatriation, all through a single, accountable relationship.
What you get with Global Indian Wealth
NRE/NRO/FCNR account and portfolio management
FEMA-compliant investing and repatriation support
DTAA relief and cross-border tax coordination
Real-estate and inheritance advisory in India
Single point of contact across time zones
A clear path from assessment to ongoing support
Onboarding
Set up compliant account and investment structure.
Strategy
Design a cross-border, goal-based portfolio.
Execution
Invest, file taxes and manage repatriation.
Review
Coordinate across jurisdictions on an ongoing basis.
Explore more ways we can help
PersonalisedInvestmentWealth Building
Answers the question: Is my money working hard enough?
You get A goal-based portfolio, reviewed every quarter
ProactiveTaxationTax Efficiency
Answers the question: Am I paying more tax than I need to?
You get Year-round tax planning and returns filed on time
UnbiasedInsuranceFamily Protection
Answers the question: Would my family be okay without my income?
You get The right cover, with costly overlaps removed
Frequently asked questions
Interested in Global Indian Wealth?
Start with a free conversation. We will help you understand the trade-offs and identify the clearest next step.
