NRI Services

We will assess your risk appetite and risk taking ability and recommend an asset allocation plan through a structured approach. We help you choose products from wide variety of investment products, including stocks, bonds, mutual fund schemes & alternative investments and execute the plan.

We monitor the performance and progress of portfolio on continuous basis and provide regular update of the portfolio to the investor

We will assist you in:

  • •  Obtaining Permanent Account Number (PAN) from the Income tax Department
  • •  Obtaining KYC compliance for Investments in Mutual Funds
  • •  Setting up NRE account
  • •  Setting up Portfolio Investment Scheme (PIS) account for Investments in shares
  • •  Setting up power-of-attorney, providing your local representative limited powers to act on your behalf.