NRI Financial Planner and Investment Advisor in the Middle East
Let us guide you towards financial stability and wealth growth while you focus on building your dreams.
Yes, we will handle all your tax needs in India related to your money matters. We’ll make sure to consider international tax agreements to manage your taxes properly.
We specialise in helping people from other countries plan their return to India for a comfortable retirement. Retiring doesn’t mean you have to stop working. We can help you use your money to make steady income without much effort and also find ways to keep you actively involved in business to stay busy.
Deciding to bring money to India and invest here needs a careful look at the big economic picture. We also make it easy for people living outside India to invest in Indian markets in their own currency.
Having a lot of wealth means you have a lot to take care of. Having a trusted expert with you helps you make the best choices with your money and also make sure that the wealth you build is taken care of after you are no longer around.
Investment Opportunities: Middle East Vs Other Countries
The Middle East boasts a diverse economic landscape, with some countries heavily reliant on oil and gas revenues, while others have diversified into sectors like finance, technology, and tourism. Understanding the dynamics of these economies is crucial for NRIs to make informed financial decisions. Now, let’s explore five latest investment opportunities that make Middle East stand out:
1. Saudi Arabia’s Future Developments: Saudi Arabia has earmarked an impressive $1.2 trillion for future developments, including infrastructure, renewable energy, and technology, making it an attractive investment destination.
2. UAE’s Hospitality and Residential Projects: The UAE is a key player in the Middle East’s investment landscape, with a substantial $300 billion investment in the region’s hospitality and residential projects, particularly in sought-after destinations like Dubai and Ras Al Khaimah.
3. Qatar’s Robust Development: Qatar’s robust development, driven by substantial natural gas and oil reserves, makes it an attractive investment destination, particularly for commercial, retail, and residential projects.
4. UAE’s Golden Visa Program: The UAE’s Golden Visa program, which grants long-term residency to property investors, further encourages foreign investment, making it an appealing option for investors seeking growth and diversification.
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5. Asia-Middle East Investment Corridor: The growing Asia-Middle East investment corridor presents new opportunities for global investors seeking high returns, further enhancing the appeal of the Middle East as an investment destination.
It’s essential for investors to conduct thorough research, seek professional advice, and understand the local regulations and tax implications before making any investments in the Middle East.
Contact Us for Advice
As an NRI, managing wealth across borders demands a nuanced approach, blending global perspectives with an in-depth understanding of the Canadian financial landscape. Our dedicated team of seasoned professionals possesses a wealth of experience in guiding NRIs through the intricacies of financial planning, offering personalized strategies tailored to your specific goals and circumstances.
Our mission is to provide astute guidance and strategic solutions that go beyond geographical boundaries. With a profound understanding of the challenges faced by NRIs, particularly in navigating diverse tax regulations, investment opportunities, and estate planning, we are committed to simplifying the complex and empowering you to make informed decisions.
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You have Questions,
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Whether you’re seeking clarity about our products, services, or policies, you’re likely to find the information you need right here. Explore the questions and answers below to enhance your understanding of our offerings.
First, it’s more than just an acronym. Unlike some designations that are worth little more than the paper they’re printed on, the CFP ® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most esteemed financial certificates around. Each CFP ® is held to an extremely high standard and requires an immense amount of work. Typically nine months to two years of study. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.
Yes , We help you reduce tax burden, plan for future taxes and also promptly file your taxes. Our In-house C.A specializes in helping service professional save on taxes and plan efficiently.
We don’t directly or indirectly hold your money in our accounts, we just help you to enable the transactions. We guide you to invest your money in various financial products according to your life goals. We provide a platform, where you will have the benefits to access to your investment accounts. We regularly mail statements to our client for utmost transparency.
We serve people from private service background. We specialize in advising IT professionals and their families as we have in depth clarity about their life stages and financial cycles. Anyone with an annual household income of more than Rs. 10,00,000 (both spouses combined) can opt for our services.
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