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NRI Practice
 
Services - Wealth Management
 

Our penchant for a process based approach to wealth management for NRIs focuses on preserving, accumulating and growing our clients’ wealth in India.

Our wealth management process has evolved over a period, with rich and insightful experience gained via constant interactions with NRI clients in different parts of the globe such as you. We aim at optimizing the risk-return schedules and strive to provide the client with optimal returns based on a five step wealth management process. 

Risk profiling and need analysis

Understanding existing asset allocation patterns, tax efficiency, repatriation flexibility, capital protection needs, risk management and wealth creation objectives
Sourcing of best in class investment ideas and portfolio managers through a research based selection methodology. Our independence in selection of ideas and managers allows us the flexibility to align closely with your portfolio objectives
Regular investment reviews and assessment of the success of your investment strategy in relation to your India goals
Portfolio tracking and review with 24x7 online access to your investment portfolio enabling you to access your portfolio from any part of the globe
 
 
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