NRI Financial Planner and Advisor in Dubai UAE - Middle East

Nri financial planner and advisor in dubai uae - middle east

Dubai is a city of dreams and opportunities, a bustling global hub where people from all corners of the world come to chase their aspirations. Among these ambitious individuals are Non-Resident Indians (NRIs), whose dreams often extend beyond borders. As an NRI in Dubai, you’re part of a vibrant community that thrives in this cosmopolitan oasis. Yet, managing your finances and investments can be a complex endeavor, considering the dual responsibilities and opportunities you have in both your adopted home and your country of origin, India.

That’s where our dedicated team at PrimeWealth, steps in. We understand the distinct challenges and opportunities that NRIs encounter in the realm of financial planning and wealth management.

Our financial advisory services are tailor-made to address the specific financial needs and goals of NRIs. From investment strategies that align with your international aspirations to retirement planning that ensures a comfortable future, we’re here to guide you through the complexities and nuances of global financial management.

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    Dubai’s thriving economy and Dubai International Financial Centre (DIFC) offer abundant financial opportunities, and our role is to ensure that you seize them effectively. When you choose our services, you’re choosing a partner dedicated to helping you achieve your financial dreams as an NRI in Dubai, UAE. Contact us today.

    Let The Numbers Speak

    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.

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    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.

    Tax Planning

    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.

    Investment Management

    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.

    Estate Planning

    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.

    I am an NRI and I am INTERESTED

    Investment Opportunities: Dubai Vs Other Middle East Countries

    Investment opportunities for Non-Resident Indians (NRIs) in Dubai offer a unique advantage compared to other Middle East countries due to Dubai’s thriving economy, strategic location, and business-friendly environment. Here are five investment opportunities that make Dubai stand out:

    1. Real Estate: Dubai’s real estate market is renowned for its stability and resilience. NRIs can invest in residential, commercial, or rental properties. Unlike some other Middle East countries, Dubai allows freehold ownership of properties in designated areas. The potential for property appreciation, a high rental yield, and tax-free rental income make it an attractive choice.

    2. Dubai International Financial Centre (DIFC): DIFC is a financial free zone in Dubai, home to numerous global and regional financial institutions. NRIs can explore opportunities in financial services, including banking, wealth management, and fintech. The well-regulated environment and access to a diverse range of financial instruments make DIFC an excellent choice for investments.

    3. Business and Entrepreneurship: Dubai’s strategic location, world-class infrastructure, and business-friendly policies make it an ideal place for starting or investing in businesses. NRIs can benefit from various free zones, each designed for specific industries, allowing full foreign ownership, tax exemptions, and repatriation of profits.

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    4. Global Trade and Logistics: Dubai’s strategic location between East and West has established it as a global trade and logistics hub. NRIs can explore investments in trade-related businesses, logistics, and supply chain management. Dubai’s ports and infrastructure make it a gateway to international trade.

    While other Middle East countries may offer some of these investment opportunities, Dubai’s reputation as a global financial and business center, along with its progressive economic policies, gives it a unique advantage. However, it’s essential for NRIs to conduct thorough research, seek professional advice, and understand the local regulations and tax implications before making any investments. Dubai’s diversified economy and investor-friendly environment make it a compelling destination for NRIs seeking growth and diversification of their investment portfolios.


    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

    What They Say About Us
    Nishant gawande
    Nishant GawandeManager, Nestle
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    "Me and My family have been their clients since my first paycheck. Couldn't trust anyone else more with my finances. Highly recommend their services for anyone looking for a trusted financial advisor"
    Sourabh kabra
    Sourabh KabraProduct Manager, Testbook
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    “Investment with them has been a wonderful experience. I approached them at a time when I was confused about my savings and investments and wanted a structure plan which also helps me in my tax saving"
    Abhinav deshpande
    Abhinav DeshpandeJava Developer, Avaya
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    “They have helped me chalk out a clear plan sticking to my financial goals and have been responsive to all my queries with utmost patience and professionalism. Thanks Alok and Yashodhan for your honest services”
    Pratik rajurkar
    Pratik RajurkarConsultant to Govt. Of India
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    “Before PrimeWealth I was very confused about planning my finances and had no idea about Mutual funds and Insurance. But now team PrimeWealth handles everything for me and I can sleep in peace."
    You Have Questions, We Have Answers

    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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