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Beyond Borders: Global Wealth Strategies for RESIDENT INDIANS

We provide comprehensive financial planning and investment solutions for Resident Indians Beyond domestic opportunities, we also enable overseas investments and cross-border diversification, helping Indian families and professionals access global wealth-building avenues.

Resident Indians looking to hedge against rupee depreciation and domestic volatility often face hurdles in accessing international markets. We provide a structured gateway under the RBI’s Liberalised Remittance Scheme (LRS) that enables seamless investment into US Stocks, Global ETFs, and international debt. By bridging the gap between local savings and global opportunities, we ensure your wealth building is not limited by geography.


Whether you are starting a global SIP, exploring GIFT City avenues, or managing outward remittances, we coordinate documentation, bank alignment, and execution through registered intermediaries. We provide complete clarity on TCS (Tax Collected at Source), taxation, and regulatory reporting, ensuring your international portfolio remains fully compliant with FEMA and SEBI guidelines.

What We Help With

  • Demat Account Opening Facilitation - End-to-End Support

  • LRS Remittance Support

  • Access to - US Stock Market / Global ETFs / Fractional Shares

  • Mutual Funds, PMS, AIF, IFSE / GIFT City Opportunities 

  • Tax Estimation & Guidance

  • Compliance & Regulatory Documentation

Why Choose Us

  • SEBI-Regulated Framework & Insititutional Grade Security 

  • Strong Cross-Border Knowledge & Decades Of Expertice

  • Fast & Transparent Processing

  • Seamless Custodian Coordination

  • Smooth Repatriation Support

  • Bespoke services for High NetWorth Induviduals (HNIs / UHNIs)

FEMA–RBI–SEBI Regulations & Compliance

  • SEBI (Foreign Portfolio Investor) Regulations, 2019 → Foreign participation framework

  • RBI Master Direction – Foreign Investment in India → Investment, reporting & repatriation rules

Invest anywhere with confidence. From account activation to ongoing portfolio management, we handle documentation, compliance, taxation, reporting and transactions — end to end.

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