The world is getting smaller and smaller day by day. With increased opportunities of work cropping up world wide more and more Indians are seeking their fortunes overseas. But at the end of the day these non resident Indians (NRIs) feel the need to invest in India and reap the rewards of the country of their birth going through a boom phase.More and more NRI’s (Non Resident Indians) and PIOs (Person of Indian Origins) are investing in India. Government of India has also made it easy for NRIs and PIOs to invest in India.
It has been observed that most of the NRI’s do not have a permanent financial planner in India. At Invespro Financial Services we operate with great transparency and provide clients with periodic updates. We help NRIs by providing wealth management solutions such as Analysing your requirements and goals, designing a Portfolio to suit your needs and risk profile; while ensuring tax efficiency, we keep in mind the regulatory framework and also factors like repatriation of investments and tracking and providing customized alerts to rebalance your portfolio to manage risk. We guide our clients on optimal asset allocation, and the best financial products available in the market. Our services include the following:
- Understanding your Current Financial position
- Identifying Financial Goals
- Asset Allocation (Equity / Fixed Income / Bullion / Property etc…)
- Investment Planning
- Action Plan to Achieve your various goals such as Children Education / Marriage Expenses
- Taxation Guidance
- Succession Planning (Drafting your WILL)
- Research on the suitable products
- Recommending such products
- Follow up
Apart from managing money for NRI, we also help you manage finances for and your loved ones back home.
Sometimes you want to remit regular income to your dependents in India. We will assist your dependents in their finances, Investments.
We will provide every assistance in finding right financial solutions in consultation with you.
