NRI Financial Planner and Investment Advisor in Sweden
Let us guide you towards financial stability and wealth growth while you focus on building your dreams.
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 PrimeWealth is best for NRIs in Sweden?
1. Making Sense of Sweden’s High-Tax System
Sweden is known for its progressive taxes and strict reporting rules, which can be overwhelming for NRIs with income or assets in India. We help you structure your finances to stay compliant while minimizing unnecessary tax burdens.
2. Protecting Your Family Across Two Legal Systems
Swedish inheritance law often follows a fixed “heirs-first” system, which may not reflect your personal wishes. We design estate plans that respect Swedish rules while ensuring your wealth reaches your chosen beneficiaries in India or elsewhere.
3. Managing Currency Differences Between SEK and INR
The Swedish Krona can fluctuate significantly against the Indian Rupee. Our strategies help you reduce risks from exchange rate swings while keeping your savings stable.
4. Cross-Border Money Transfers Without Hassle
Sending funds between Sweden and India can involve bank limits, compliance checks, and delays. We guide you in making transfers smooth, efficient, and cost-effective.
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5. Combining Local Stability with Indian Growth
Sweden offers safe investment options in pensions and funds, while India provides high-growth opportunities. We help you balance both, so your portfolio benefits from stability and expansion.
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.
Contact Us for Advice
As an NRI, managing wealth across borders requires thoughtful planning that blends global perspectives with a strong understanding of the Swedish financial system. Our team brings extensive experience in guiding NRIs in Sweden through the challenges of financial management, offering personalized strategies aligned with individual goals and aspirations.
Our focus is on delivering solutions that are practical across jurisdictions while respecting the realities of living in Sweden. From handling tax obligations and compliance matters to identifying international investment opportunities and creating robust estate plans, we simplify complex decisions. With PrimeWealth, you gain the confidence and clarity needed to safeguard and grow your wealth between Sweden and India.
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You have Questions,
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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.
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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