Financial Planner and Advisor For NRIs
Financial planning is important for Non-Resident Indians (NRIs) who hold Indian citizenship but live outside the country. NRIs may have moved abroad for various reasons, but they often maintain ties with India through family, friends, and investments. Having a financial plan in place for Indian assets and investments is important for several reasons, including managing tax implications, currency fluctuations, effectively managing investments and assets, and planning for the future.
Our team of financial planners here at PrimeWealth are here to help you navigate through the complex world of investments, tax implications, currency fluctuations, and regulatory compliance. We bring a wealth of experience and knowledge in providing customized financial solutions to our NRI clients.
We offer a range of services to help you achieve your financial goals, whether you are looking to invest in India, manage your existing investments, or plan for your retirement. Our team will work closely with you to understand your financial objectives, assess your risk profile, and devise a personalized financial plan that meets your unique needs.
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We are well-versed with the regulations and tax implications of NRI investments and have the expertise to help you navigate through the complexities of the Indian financial system. Our team of financial planners can provide you with expert advice on the best investment opportunities in India, as well as assist you in repatriating your funds whenever necessary. Contact us today.
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PrimeWealth specializes in the business of managing individually tailored investment portfolios.
Our firm provides continuous advice to a client regarding the investment of funds based on the individual needs of the client.
Financial Services We Offer
Customized Financial Planning
We provide customized financial planning services for NRIs based on their unique financial goals, risk tolerance, and investment preferences. Our financial advisors work closely with clients to understand their financial situation and develop a personalized financial plan that meets their specific needs.
We help NRIs navigate the complexities of Indian tax laws and regulations to minimize their tax liability. We assist with tax planning for income earned in India as well as abroad, and help NRIs take advantage of tax-saving investment options.
Our financial advisors help NRIs develop and manage a diversified investment portfolio, including mutual funds, stocks, fixed deposits, and other investment options. We monitor the performance of investments and make adjustments as needed.
We assist NRIs in developing a comprehensive estate plan to ensure that their assets are distributed according to their wishes. Our advisors help clients create wills, establish trusts, and plan for the transfer of wealth to future generations.
Top Reasons Why NRIs Should Financially Plan
There are several reasons why Non-Resident Indians (NRIs) should consider investing or financially planning in India. Here are some of the main reasons:
1. Diversification: Investing in India can help NRIs diversify their investment portfolio and reduce their exposure to risks in their home country. India has a rapidly growing economy and a range of investment options, including stocks, bonds, and real estate.
2. High Return Potential: India offers the potential for high investment returns, particularly in sectors such as technology, healthcare, and infrastructure. India’s young and growing population, coupled with its increasing urbanization and rising disposable incomes, creates opportunities for growth in various industries.
3. Currency Advantage: NRIs can take advantage of the currency exchange rate by investing in India. The Indian rupee has been known to fluctuate against other major currencies, which can offer NRIs the opportunity to earn higher returns.
4. Tax Benefits: NRIs can benefit from tax incentives offered by the Indian government. For example, NRIs are exempt from tax on income earned outside India, and they may be eligible for tax deductions on investments made in India.
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5. Access to Indian Markets: Investing in India provides NRIs with access to the Indian market, which is one of the fastest-growing markets in the world. With a population of over 1.3 billion, India offers a large consumer market and a range of investment opportunities.
Working with a financial planner who is familiar with NRI-specific regulations and investment options can help NRIs make informed investment decisions and develop a customized financial plan that meets their unique needs and goals.
95% of our existing clients have referred their friends and family to us. Our numbers along with our dedication and honesty have never let us down. We understand that wealth management is not only a mathematical and logical challenge but it’s more about
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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.