We assist NRIs and Foreign Investors in structuring their financial roadmap tailored to India’s regulatory environment.

Our role is to guide and connect you with investment opportunities and compliant solutions — whether for wealth creation, retirement planning, or family financial goals.

As facilitators, we don’t provide direct advisory or portfolio management but enable access to the right products through registered partners.

Through our distribution networks, we provide NRIs with Market Updates, Equity Insights, and Analysis relevant to Indian Markets.

This helps you stay informed while making investment decisions with your Broker or Portfolio Manager.

Our role is to channel research and insights only — not to act as an investment advisor.

For NRIs, compliance starts with proper documentation. We support you in:

• PAN applications and corrections
• Account Conversion (Resident to NRO or Vice Versa)
• FATCA/CRS formalities
• KYC Updating with Banks, Brokers, and RTAs

We act as your facilitator with banks and registrars to make sure your documents are always in good standing.

We coordinate Demat Account Openings and Conversions for NRIs, PIOs, OCIs, and Foreign Nationals through registered stockbrokers and depositories (DPs).

Our facilitation includes:

• Resident to NRO Conversion – guiding clients through reclassification of Resident accounts.
• Opening NRO & NRE Demat Accounts – helping investors choose the suitable route.
• Conversion to Resident Accounts for Returning NRIs.
• Share Transfers & Account Mapping – working with banks and brokers for smooth transitions.
• Dormant Account Activation – coordinating the reactivation of inactive accounts.

We act purely as a service facilitator, not as a broker or DP ourselves. All execution is carried out through authorized, regulated partners.

We assist NRIs in coordinating with banks for account setup and conversion requirements.

Our services include:

• Resident to NRO Conversion or Vice Versa
• NRE / NRO Account Setup Guidance
• PIS Account Opening Coordination

We are not a bank and do not operate banking accounts. Our role is to liaise with authorized banks and ensure all paperwork, linking, and compliance formalities are completed efficiently.

We facilitate coordination for cross-border fund transfers, repatriation, and foreign exchange compliance under RBI guidelines.

Our support covers:

• Coordinating with Authorized Dealers (Banks / Forex Partners)
• Structuring Repatriation Requests
• Ensuring Proper Documentation and Compliance

We do not execute foreign exchange transactions directly. Instead, we connect clients with licensed AD banks and partners, ensuring the process is smooth, transparent, and fully compliant.

We help families and NRIs streamline inherited or dormant assets by coordinating with registrars, brokers, and legal associates.

Our support includes:

• Recovering Shares and Assets from IEPF
• Assisting in Succession-Based Account Transfers
• Consolidating Family Holdings into Unified Portfolios

Our role is to facilitate communication and documentation between you and registered institutions, ensuring your legacy wealth is organized, compliant, and retrievable.