Our Services
FEMA vs. Income Tax
FEMA governs all foreign exchange transactions involving residents and NRIs—whether it’s loans, gifts, property deals, foreign investments, or migration-related remittances. In contrast, the Income Tax Act only addresses the taxation aspect of these activities. While FEMA ensures legal compliance with cross-border transactions, income tax laws determine how these are taxed. Our guidance helps NRIs understand both frameworks, avoid non-compliance, and make informed decisions that save taxes and offer peace of mind.
Strategy & Planning
Effective wealth management begins with clear strategy and planning—understanding why, where, and how to manage your finances. We help clients define life goals, prioritize them, and strategically allocate funds and resources. Our approach simplifies financial decisions, reduces risks and surprises, enhances execution speed, optimizes returns, ensures liquidity, minimizes taxes, and streamlines compliance. The result is a more organized financial life that brings clarity, peace of mind, and greater happiness for the entire family.
Nomination & Joint ownership
Ownership and nomination rules vary across asset classes. Typically, a nominee is only a custodian—not the legal owner—of the asset, responsible for transferring it to the rightful heir or as directed in a will. Misunderstandings in this area can lead to conflicts or delays in wealth transfer. We offer expert guidance on how assets and investments should be structured, and help you choose appropriate nominees and joint ownership setups to ensure smooth, conflict-free succession and efficient wealth transition to the next generation.
Various Investment Options
We provide expert guidance on a wide range of investment avenues—Equity, Debt, Mutual Funds, PMS, AIFs, and more—tailored to your goals and risk profile. Whether on a repatriable or non-repatriable basis, we help you decide how, when, where, why, and how much to invest, ensuring your portfolio is optimized for growth, compliance, and long-term success.
GIFT City Investments
GIFT City (Gujarat International Finance Tec-City) is emerging as a premier hub for NRIs seeking seamless and tax-efficient investment options in India. With relaxed regulations, zero capital gains on certain securities, and access to global financial products, GIFT City offers NRIs a strategic gateway for investing in India. We guide NRIs in leveraging these benefits through eligible funds, IFSC accounts, and structured products—ensuring compliance, optimal returns, and simplified repatriation.
Monitoring & Reporting
We regularly monitor our client’s portfolio and provide timely suggestions for any change needed in the investment portfolio. We also provide reports of the investments managed by us that are very easy to review and understand. Ongoing monitoring and regular reporting helps ensure investments are as per IPS, whether any rebalancing or tactical asset allocation is required or any change is to be made based on situation, circumstances or market factors.
Global Multi Asset Portfolio – Tax Efficiency
Building a global multi-asset portfolio offers diversification, but managing it tax-efficiently is crucial. We help structure your investments across geographies and asset classes—equity, debt, real estate, alternatives—while minimizing tax liabilities through smart jurisdiction choices, repatriation planning, and use of tax treaties. Our strategies ensure global exposure with optimized post-tax returns and full compliance.
FEMA vs. Income Tax
FEMA governs all foreign exchange transactions involving residents and NRIs—whether it’s loans, gifts, property deals, foreign investments, or migration-related remittances. In contrast, the Income Tax Act only addresses the taxation aspect of these activities. While FEMA ensures legal compliance with cross-border transactions, income tax laws determine how these are taxed. Our guidance helps NRIs understand both frameworks, avoid non-compliance, and make informed decisions that save taxes and offer peace of mind.
Strategy & Planning
Effective wealth management begins with clear strategy and planning—understanding why, where, and how to manage your finances. We help clients define life goals, prioritize them, and strategically allocate funds and resources. Our approach simplifies financial decisions, reduces risks and surprises, enhances execution speed, optimizes returns, ensures liquidity, minimizes taxes, and streamlines compliance. The result is a more organized financial life that brings clarity, peace of mind, and greater happiness for the entire family.
Nomination & Joint ownership
Ownership and nomination rules vary across asset classes. Typically, a nominee is only a custodian—not the legal owner—of the asset, responsible for transferring it to the rightful heir or as directed in a will. Misunderstandings in this area can lead to conflicts or delays in wealth transfer. We offer expert guidance on how assets and investments should be structured, and help you choose appropriate nominees and joint ownership setups to ensure smooth, conflict-free succession and efficient wealth transition to the next generation.
Various Investment Options
We provide expert guidance on a wide range of investment avenues—Equity, Debt, Mutual Funds, PMS, AIFs, and more—tailored to your goals and risk profile. Whether on a repatriable or non-repatriable basis, we help you decide how, when, where, why, and how much to invest, ensuring your portfolio is optimized for growth, compliance, and long-term success.
GIFT City Investments
GIFT City (Gujarat International Finance Tec-City) is emerging as a premier hub for NRIs seeking seamless and tax-efficient investment options in India. With relaxed regulations, zero capital gains on certain securities, and access to global financial products, GIFT City offers NRIs a strategic gateway for investing in India. We guide NRIs in leveraging these benefits through eligible funds, IFSC accounts, and structured products—ensuring compliance, optimal returns, and simplified repatriation.
Monitoring & Reporting
We regularly monitor our client’s portfolio and provide timely suggestions for any change needed in the investment portfolio. We also provide reports of the investments managed by us that are very easy to review and understand. Ongoing monitoring and regular reporting helps ensure investments are as per IPS, whether any rebalancing or tactical asset allocation is required or any change is to be made based on situation, circumstances or market factors.
Global Multi Asset Portfolio – Tax Efficiency
Building a global multi-asset portfolio offers diversification, but managing it tax-efficiently is crucial. We help structure your investments across geographies and asset classes—equity, debt, real estate, alternatives—while minimizing tax liabilities through smart jurisdiction choices, repatriation planning, and use of tax treaties. Our strategies ensure global exposure with optimized post-tax returns and full compliance.
