As an NRI, investing in India can feel overwhelming. Different tax laws, RBI restrictions, and confusing investment options make it hard to know what’s right for you. At PrimeWealth, we cut through the noise, keep you compliant, and help your wealth grow with clarity and confidence.
Why NRIs Need an Expert Investment Consultant?
Here are some common challenges:
Regulatory Confusion: RBI, FEMA, and SEBI have different rules for NRIs, and one wrong step can create compliance issues.
Taxation Hassles: Double taxation, DTAA benefits, and filing in two countries are confusing without expert guidance.
Repatriation Issues: Moving funds back to your country of residence isn’t always straightforward.
Misinformation and Mis-selling: Many NRIs fall prey to poorly advised insurance or unsuitable investment products.
- Changing Residency Status: Moving between NRI, RNOR, and Resident status impacts how your income and investments are taxed, and most people fail to plan for these transitions.
Lack of Time: Living abroad makes it difficult to monitor and manage investments in India.
This is why choosing a dedicated NRI investment consultant is not optional — it’s essential.
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Why Choose PrimeWealth as Your NRI Investment Consultant?
At PrimeWealth, we don’t believe in cookie-cutter advice. We understand that NRIs face unique challenges that regular financial planners simply aren’t equipped to handle. That’s why our approach is designed exclusively for you, balancing compliance, tax efficiency, and global financial goals.
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When you work with PrimeWealth, you get:
Comprehensive Financial Planning – A solution covering investments, taxation, retirement, estate planning, and repatriation — all under one roof.
RBI & FEMA Compliant Strategies – Every recommendation is fully aligned with Indian regulations, ensuring your wealth grows without compliance worries.
Tax-Efficient Wealth Growth – We structure your investments to reduce tax liabilities both in India and your country of residence.
Transparency & Trust – No hidden commissions, no mis-selling — only clear, honest, and client-first advisory.
Global Reach – Already trusted by NRIs in the US, UK, UAE, Canada, Singapore, Australia, and many other countries.
With PrimeWealth, you don’t just get an advisor — you gain a partner who understands the NRI journey inside and out.
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.
- Holistic Philosophy
- Client’s Best Interest
- Goal Based Approach