Portfolio Management
Advisory services to liquidate, restructure, or transfer NRIs’ investment portfolios in India.
Problem Addressed:
NRIs often need help optimizing portfolios while managing cross-border compliance and repatriation processes.
Process Flow:
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1. Portfolio Assessment:
Review the client’s existing investments and market conditions. -
2.Optimization Strategies:
Recommend liquidation, reinvestment, or diversification plans. -
3. Tax and Compliance:
Manage tax implications and ensure all transactions comply with FEMA. -
4. Repatriation:
Facilitate the transfer of proceeds from liquidated investments to foreign accounts.
Contact us today
Discover how we make NRI transactions simple, secure, and stress-free.