Service Overview 

For families living across countries, managing India-based finances can become complex. Our India Desk 

provides structured support that ensures continuity and clarity for NRIs and their families. 

What We Offer 

India Investment Facilitation: Execute investments in Indian mutual funds, stocks, bonds, and fixed deposits 

through NRE/NRO accounts. Assist with account opening, KYC compliance, FEMA regulations, and ongoing 

transaction support through registered channels. 

Documentation & Compliance Coordination: Navigate regulatory requirements including PAN, Aadhaar linking, FATCA/CRS compliance, TDS certificates, and annual filings. Coordinate with banks, depositories, and regulators to ensure seamless documentation. 

Parents' Investment Oversight: Provide regular monitoring and reporting on parents' investments in India. 

Assist with rebalancing, redemptions, withdrawals, and ensuring their portfolio remains aligned with their needs while you're abroad. 

NRI Reporting Support: Prepare consolidated reports on India-based investments for tax filing purposes in 

your country of residence. Coordinate with chartered accountants for Form 67 (foreign tax credit) and other NRI-specific documentation. 

Key Benefits 

• Single-point contact for all India-based investments 

• Regulatory compliance through FEMA-compliant channels 

• Peace of mind knowing parents' finances are monitored 

• Consolidated reporting for tax filing abroad 

• Time-zone friendly communication and support 

Who This is For 

• NRIs managing investments in India 

• Global families with aging parents in India 

• Those relocating abroad and wanting India investment continuity 

• NRIS seeking structured, compliant India wealth management 

Connect with NRI India Desk