Prime Wealth - Wealth Management Firm

NRI Financial Planner and Investment Advisor in Switzerland

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.

PrimeWealth for NRIs in the Switzerland – Guiding Your Cross-Border Wealth

1. Understanding Switzerland’s Tax Landscape
Switzerland has a unique tax system with federal, cantonal, and municipal levels. NRIs with assets in India can face complex obligations. We help you plan efficiently while staying compliant in both countries.

2. Protecting Your Family Across Borders
Swiss inheritance laws are strict, and non-residents may encounter legal hurdles. We design estate plans that ensure your wealth passes smoothly to your chosen beneficiaries in Switzerland, India, or elsewhere.

3. Managing Currency Exposure Between CHF and INR
The Swiss Franc is strong and can fluctuate against the Indian Rupee. We provide strategies to safeguard your cross-border savings from currency risk while maintaining growth potential.

4. Smooth Cross-Border Fund Transfers
Transferring money between Switzerland and India can involve regulations and bank procedures. We guide you to make transfers secure, compliant, and timely.

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5. Combining Swiss Stability with Indian Growth
Switzerland offers highly stable investment options such as bonds and local funds. We help you integrate these with high-growth opportunities in India to build a balanced portfolio.

It’s always wise for NRIs in Switzerland to consult with financial planners experienced in cross-border wealth management. At PrimeWealth, we specialize in strategies that align with your goals while ensuring full compliance in both Switzerland and India.

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As an NRI, navigating wealth across borders requires a careful balance of global insight and a deep awareness of Switzerland financial environment. Our experienced team specializes in supporting NRIs in Switzerland, helping them address the complexities of wealth management with strategies that are customized to individual goals and long-term aspirations.

We are dedicated to delivering solutions that transcend borders while staying mindful of the unique realities of life in the Switzerland. From understanding Switzerland tax frameworks and cross-border compliance requirements to unlocking international investment avenues and safeguarding your estate, we simplify the financial journey for NRIs. Our commitment is to provide clarity, confidence, and strategies that empower you to protect and grow your legacy effectively.

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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