Stay Global, Invest Local.

Smart, compliant solutions for Indians abroad. Clear steps, clean paperwork, steady support.

What is the service?

We organise your India-linked finances end to end: NRE/NRO accounts, PIS-
enabled equity, mutual funds, PMS access, insurance facilitation, repatriation,
and Indian tax filings—with tidy documentation and a single point of contact.

How do we add value?

  • Built for compliance: RBI, FEMA, SEBI and FATCA/CRS followed at every step.
  • Equities the right way: PIS-enabled trading via a designated bank, where applicable.
  • Repatriation support: Eligible limits, Form 15CA/CB, and bank coordination.
  • KYC that sticks: NRI KYC refresh, PAN, address/nominee updates, folio clean-up.
  • ITR and capital gains: CA coordination, DTAA relief where eligible.
  • Clean records: Consolidated statements and audit-friendly trails.

Our USP

One-stop NRI desk

Investments, banking coordination, taxes, documents.

Global coverage

US, UK, EU, Gulf, Singapore, Australia, Canada.

No surprises

Transparent scope, timelines, and charges.

Connect with our NRI desk today

Get a checklist, scope note, and a clear fee breakdown before we begin.

Book Your Consultation

Fee Policy: Read This First

Mutual fund investments (regular plans)
  • We distribute regular plans and do not charge a service fee for execution.
  • We may receive commissions from AMCs within regulations: ranges are disclosed at onboarding.
  • Our remuneration typically comes from provider commissions: no client service fee for facilitation.
  • If you use our information and then execute on your own via MF direct plans, direct-to-PMS, or direct-to-insurer, an information-curation service fee applies, plus GST or other applicable taxes at the prevailing rate.
  • NRE/NRO/KYC normalisation, PIS set-up, repatriation files, ITR coordination, attestations, notarisation, bank/DP work, courier and follow-ups.
  • Fees depend on scope and on the tariffs of third-party experts (banks, CAs, lawyers, custodians).
  • You will receive a written quotation showing our fee and the estimated third-party costs before we start.
  • GST is added to our fees at the prevailing rate.

Who typically uses this service?

  • Professionals abroad running SIPs in Indian funds.
  • NRIs selling property who need repatriation and tax clearance.
  • Families fixing legacy paperwork: nominations, transmissions, folio merges.
  • HNIs seeking PMS access with proper FEMA footing.

How it works: 4 simple steps

1

Profile & goals

Residency status, country rules, objectives.

2

KYC & banking

NRE/NRO health-check, document list.

3

Invest & document

MF/PMS onboarding, SIPs, insurer coordination.

4

Report & repatriate

statements, ITR coordination, bank forms for outward flow.

Documents checklist

  • Passport, visa/OCI, overseas and Indian address proof
  • PAN, photographs
  • NRE/NRO details, cancelled cheque
  • FATCA/CRS self-certification
  • Prior statements, contract notes, property papers where relevant

FAQs

What is free vs paid?
  • Free (service fee): Mutual fund execution (regular plans) is free to you; we may receive AMC commissions, which we disclose. PMS and insurance facilitation are also remunerated by provider commissions, not by a client service fee.**
  • Paid: NRE/NRO fixes, PIS, repatriation, ITR coordination, attestations and other bank/third-party tasks — fees depend on scope and third-party charges.

**For direct investments in mutual funds, PMS, or insurance, we will be charging an
information curation fee for our services, plus any tax at the prevailing rate.

Yes, via a PIS-enabled trading account with a designated bank, where applicable. Set-up and compliance support are chargeable services.

Often yes, subject to each AMC’s policy and extra paperwork. Some AMCs restrict fresh money. We shortlist viable AMCs and handle the process (MF execution itself has no service fee; any bank/attestation work may be chargeable).

Within RBI limits, typically up to USD 1 million per financial year per individual from NRO, subject to tax clearance and Form 15CA/CB. Bank and CA fees apply; our coordination is a paid service.

We handle Indian compliance and can connect you to cross-border specialists. Their fees are separate.

No. We prefer fixed or scoped fees agreed in advance; third-party fees are passed through.

Yes, subject to insurer underwriting and KYC. We facilitate via IRDAI-licensed partners. Insurer/medical/underwriting costs are separate.

Fees cover professional time and filings. Unused components are handled as per the engagement letter.

Good to know

  • Convert resident accounts to NRO after moving abroad.
  • Keep nominees updated across bank, MF, demat, and insurance.
  • Maintain a digital folder of KYC, FATCA/CRS, bank letters, and acknowledgements.

Disclosure & disclaimer

NRI services are subject to RBI, FEMA, SEBI, and Income-tax rules. Policies vary by bank, AMC, PMS, insurer, and by your country of residence. We facilitate processes and coordinate with third-party professionals. Except mutual fund execution, most services may be chargeable based on scope and third-party involvement. Final responsibility for compliance and filings rests with the investor. This is not legal or tax advice. Read scheme and policy documents carefully. For full licences and website-wide disclosures, see our Disclosures page.