Financial Planner for NRI's: We Help NRI Get the Most Out of Life With Their Money

Secure your future, optimize your investments, and plan strategically with our expert advisory services tailored specifically for NRIs.

Let us guide you towards financial stability and wealth growth while you focus on building your dreams.

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.

Will You Take Care of My Taxes in India?

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.

Can I Return to India and Retire Comfortably?

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.

Why Should I Convert Money and Invest in India?

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.

Why Do I Need to Work With an Advisor?

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 NRIs Should do Financial Planning?

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.

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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.

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.

Let the numbers speak

With Great Numbers Comes Great Trust and Responsibilities

98 %
Clients Retained
200 cr+
Asset Managed
19 yrs+

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.

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