Certified Financial Planner for NRI
Financial Life Planning for NRI's.
Struggling to make ends meet as a Non-Resident Indian (NRI) and living life abroad? We have developed a program suitable for you, financial plan that is designed in stages to move from being lost and confused about money matters into clarity and confidence with our service – Financial Planning for NRIs.
What Niraj Nanal Offers?
Bespoke Investment Plans for NRI
We acknowledge the financial goals and requirements of each NRI are different from the other. Our advisors will work hand-in-hand with you to establish a custom-focused investment menu, based on your goals and objectives — be that retirement planning, educational saving, or wealth accumulation.
Tax Implications and Planning for NRI
NRIs often find it challenging to understand the taxing regime in India. We detail the tax implications in your local jurisdiction and India. We will assist in structuring tax strategy to minimize liabilities with maximum compliance as per law.
Ongoing Support and Guidance
Financial services planning is a life-long process. Our team is committed to the execution and ongoing support of your financial plans as you move through life. We will be your compass to help you navigate through all the moments, good or bad.
Cross-border financial management
Financials across borders are hard to manage. With our capabilities in cross-border financial planning, you can get the big picture of your entire setup and give advice accordingly that will benefit not only your portfolio but overall fiscal health.
Retirement & Estate Planning for NRI
If you plan on retiring while overseas, retirement estate planning will become an issue. We can work with you to develop a comprehensive retirement plan that takes into account your current lifestyle and future requirements. In addition, we offer estate planning services to safeguard your wealth and align with what matters most to you.
Goal Setting and Tracking
We then work with you to set realistic financial targets, and we establish a tracking system so that progress can be monitored. Staying on track and course-correcting with key information this approach is proactive. Wherever in the world you are based, our Financial Consultant for NRIs services are here to ensure that your life is a grand success. We will help you chart your path through financial expertise and compassion.
FAQ: We’re Here to Help
Financial Life Planning for NRIs is a customized service that will help Non-Resident Indians manage their finances, investments, taxes, retirement, and estate planning in a structured, goal-oriented manner.
We guide you through the tax implications of holding assets in India and abroad, navigating complex tax regimes in multiple jurisdictions. Our advisors can structure a tax-efficient strategy that minimizes liabilities while staying compliant with tax regulations in both your home and resident countries.
Financial planning is an on-going process, and we continue to support you as you make changes in your strategy as life unfolds. We assist you in outlining reasonable financial goals and setting up a tracking system so that you can monitor changes and see how your financial plans are progressing and shifting.
