NRI Financial Planner and Investment Advisor in Ireland
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.
Why PrimeWealth is best for NRIs in Sweden?
1. Understanding Ireland’s Tax Framework
Ireland has progressive tax rates and specific rules for foreign income, which can be challenging for NRIs with assets in India. We help structure your finances efficiently while staying fully compliant.
2. Securing Your Family Across Borders
Irish inheritance laws can be complex for non-residents. We design estate plans that ensure your wealth passes smoothly to your chosen beneficiaries in Ireland, India, or elsewhere.
3. Managing Currency Exposure Between Euro and INR
The Euro can fluctuate against the Indian Rupee. We provide strategies to protect your savings from exchange rate volatility while maintaining growth potential.
4. Simplifying Cross-Border Fund Transfers
Transferring money between Ireland and India can involve delays or compliance challenges. We guide you to make fund transfers seamless, safe, and cost-effective.
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5. Balancing Safe European Investments with Indian Opportunities
Ireland offers stable investment options, including retirement schemes and local funds. We help you integrate these with high-growth opportunities in India to achieve a balanced portfolio.
It’s advisable to seek guidance from financial planners or advisors specialized in NRI investment services to make informed decisions aligned with their financial goals and risk tolerance.
Contact Us for Advice
As an NRI, managing wealth across borders requires thoughtful planning that blends global perspectives with a strong understanding of the Irish financial system. Our team brings extensive experience in guiding NRIs in Ireland through the challenges of financial management, offering personalized strategies aligned with individual goals and aspirations.
Our focus is on delivering solutions that are practical across jurisdictions while respecting the realities of living in Ireland. From handling tax obligations and compliance matters to identifying international investment opportunities and creating robust estate plans, we simplify complex decisions. With PrimeWealth, you gain the confidence and clarity needed to safeguard and grow your wealth between Ireland and India.
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You have Questions,
We have Answers
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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