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NRI Practice
Services - Wealth Creation

At Plan Ahead, we firmly believe that wealth creation is a disciplined and scientific process. This is especially critical in emerging financial markets like India, wherein volatility tends to be much higher than developed markets. Our endeavour is to work with you to create a robust financial plan that is executed with finesse.

Our financial planning process for NRIs is driven around a scientific four pronged model that includes:

Defining your aspirations and expectations from your India centric portfolio
Customised financial plan creation to provide a roadmap to accomplish your India goals
Disciplined implementation through appropriate investment manager selection, keeping in perspective tax implications and repatriation flexibility
Regular monitoring and re-alignment of portfolio to ensure we are on track to achieve stated goals
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