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.
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 NRIs/OCIs Should do Financial Planning?
There are several reasons why Non-Resident Indians (NRIs) and Overseas Citizens of India (OCIs) should consider investing or financially planning in India. Here are some of the main reasons:
1. Diversification:
Investing in India can help NRIs/OCIs diversify their investment portfolio and reduce their exposure to risks in their country of residence. 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/OCIs can take advantage of currency exchange rates by investing in India. The Indian rupee has been known to fluctuate against other major currencies, which can offer NRIs/OCIs the opportunity to earn higher returns.
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4. Tax Benefits:
NRIs/OCIs can benefit from various tax incentives offered by the Indian government. For example, NRIs/OCIs are exempt from tax on income earned outside India, and they may be eligible for tax deductions on certain investments made in India.
5. Access to Indian Markets:
Investing in India provides NRIs/OCIs with access to one of the fastest-growing markets in the world. With a population of over 1.3 billion, India offers a vast consumer base and a diverse range of investment opportunities across multiple sectors.
Working with a financial planner who is familiar with NRI/OCI-specific regulations and investment options can help NRIs/OCIs make informed decisions and create a customized financial plan that aligns with their unique goals and circumstances.
Financial planning is important for Non-Resident Indians (NRIs) and Overseas Citizens of India (OCIs) who may hold Indian citizenship or maintain strong financial and emotional ties to India while living abroad. Many NRIs/OCIs move overseas for career or personal opportunities but continue to stay connected through family, friends, and investments in India. Having a sound financial plan for Indian assets and investments is essential for managing tax implications, currency fluctuations, regulatory compliance, and long-term wealth goals.
Our team of financial planners at PrimeWealth helps NRIs/OCIs navigate the complexities of cross-border financial management — from investment planning and taxation to currency movement and compliance with Indian regulations. With deep experience and expertise, we provide tailored financial solutions designed to protect, grow, and optimize your wealth across borders.
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