Prime Wealth - Wealth Management Firm

NRI Financial Planner and Investment Advisor in Italy

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.
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.

How PrimeWealth Help NRIs in Italy?

1. Simplifying Italy’s Tough Tax Rules
Italian tax laws can feel like a maze, especially when you also have financial ties to India. We make the process simple and ensure you stay on the right side of both countries’ requirements.

2. Smarter Ways to Send Money Home
Transferring funds from Italy to India is more than just a bank transaction. We help you avoid unnecessary costs and make sure your remittances support your bigger financial goals.

3. Making Sense of Italian Pension Contributions
Italy’s pension system is compulsory but often confusing for NRIs. We show you how to align those contributions with your retirement and investment plans back in India.

4. Finding the Right Balance Between Euro and Rupee Assets
The Euro offers stability, while India promises growth. We help you strike the balance so your wealth is both safe and growing across markets.

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5. Protecting Your Family’s Future Across Borders
Italian inheritance rules are strict, but your family’s financial security should never be. We create estate plans that respect both Italian law and your wishes in India.

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.

Podcast

NRI Financial Knowledge Videos

Explore the videos below to enhance your understanding of our offerings.

As an NRI living in Italy, managing finances means adapting to both European structures and the evolving Indian financial landscape. Our team brings the expertise to help you integrate these worlds, ensuring your money works seamlessly across borders.

We focus on simplifying the realities of Italian taxation, pension contributions, inheritance regulations, and international investment options. By aligning your wealth strategy with both Italian law and your personal aspirations, we make the process clear and manageable. Our goal is to provide you with tailored guidance that preserves your financial security, supports your family’s future, and allows your wealth to grow confidently between Italy and India.

Let the numbers speak

With Great Numbers Comes Great Trust and Responsibilities

98 %
Clients Retained
400 cr+
Asset Managed
21 yrs+
Experience
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shape
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What They Say About Us

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 TRUST & TRANSPARENCY
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Unlock the potential of your finances today. Our team of seasoned financial experts is here to guide you towards a secure and prosperous future. Fill out the form below, and let's start building your tailored financial roadmap together.
PrimeWealth - Wealth Management Firm
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