Your India portfolio, managed while you're away.
NRE/NRO guidance, forex and remittance, GIFT City access and remote reviews — built for clients who live abroad but invest at home.
What usually brings people to us
- Confusion over NRE vs NRO accounts and what's repatriable.
- India investments left unreviewed for years at a time.
- Remittance and forex handled ad hoc at poor rates.
- No one tracking Indian tax obligations alongside foreign residency.
From our practice — 20 years, one process
NRI families across the Gulf, US, UK and beyond run their India portfolios through our scheduled video-review cycle — and most arrived the same way: referred by a parent or cousin in Ahmedabad who already plans with us.
Natural starting point
Most clients in this situation begin with the Financial Hygiene Program — it organizes everything before a single rupee moves.
See how the Program works →Leave the first meeting better off than you arrived
The first meeting is free, and it's built to be useful even if we never meet again. You keep everything we prepare.
A one-page snapshot
Your assets, liabilities and insurance mapped on a single page — most families have never seen theirs.
Your two biggest gaps
Named plainly, with what fixing each would take — whether you fix them with us or without us.
The starter checklist
Our Financial Hygiene starter checklist — yours to keep and act on, either way.
Services built into your plan
Start with one small step.
One free meeting. You leave with a written snapshot and two concrete fixes, whatever you decide afterwards. It's how Ahmedabad families have been starting with us for 20 years.
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