NRI Services Offerings :
Offering comprehensive financial services for NRIs for over two decades and serving a diverse clientele spanning 25+ countries indicates a strong commitment to meeting the unique needs of non-resident Indians. Being a one-stop solution provider simplifies the financial management process for your clients, undoubtedly contributing to their satisfaction and loyalty. Our approach combines financial planning, investment advisory, and wealth management for NRIs, ensuring regulatory compliance and goal-based strategies.
Serving to more than 5000 Resident Indians and Non-resident Indians clients for the last 65 years.
An ISO 9001 : 2015 certified company.
Intro of NRI Services :
Why us ?
What specific services does Ashutosh Financial Services offer to NRIs ?
1. Investments:
▪Mutual Funds.
▪Portfolio Management Services (PMS).
▪Alternative Investment Funds (AIF).
▪Unlisted Stocks.
▪Foreign Equity (US).
▪GIFT City offerings.
2. Insurance :
▪Life Insurance with Investment and Non-Investment Plans.
▪Health Insurance.
▪General Insurance.
▪Retirement and Pension Planning.
3. Income Tax Compliance and Estate Planning
4. Advising as per RBI and FEMA Regulations for conducting any financial activities in India
5. International Tax Reporting and related compliances
To quote well-known Sundar Pichai, “India is at the cusp of a transformative era, driven by innovation, entrepreneurship, and a youthful population eager to shape the future.”
We have all witnessed the rise of global economic powers, and now the world’s eyes are firmly set on the Indian Growth Story. It is projected that by 2030, India will attract Foreign Direct Investment (FDI) inflows exceeding $200 billion annually, reflecting the country’s expanding global influence and economic potential.
In terms of global investment attractiveness, India now ranks 2nd among emerging economies. India’s appeal as a preferred destination for foreign investments is propelled by landmark initiatives such as the expansion of the Digital India program, the National Hydrogen Mission, and continued ease of doing business reforms championed by the Narendra Modi-led Government. These reforms and innovations are poised to ensure that India sustains its position as one of the fastest-growing major economies well into the mid-21st century.
It is often said that it is one’s own task to ensure the growth of their own country, it is with this saying that we hope that our NRI brothers & sisters would witness and likely invest in India’s Growth Story. Apart from this, one’s love for one’s own motherland does not affect when one is away from it in fact, it only grows stronger.
India is one of the safest options for NRIs to invest their money as they would be a lot more aware of the Indian economy than any other economy. Also investing in India would offer a unique diversification opportunity for NRIs as they would now be able to invest in both developed and developing countries.
Why Ashutosh Financial Services?
We, at Ashutosh Financial Services Pvt. Ltd. pride ourselves as one most professional NRI Financial Service Providers in India. Our Motto is to help and enable our NRI’s to invest in India. We are a one-stop destination for all the financial requirements of NRIs. Providing a quality service to NRIs investing in India is a complicated task as there are numerous rules and regulations to be taken care of. A NRI has multiple investment options in India to invest in, herein we try to ensure that we help in picking the most beneficial investment plan for the NRI.
We have a team of qualified individuals who are up to date with all the recent rules and regulations pertaining to investments made by NRIs in India. We also have a ready-made set of procedures, which enables us to identify your needs and purpose of investment, following which we use our expertise to advise you in the most guided way to achieve your preset goals and purposes. We provide the following services to NRIs in India:
NRI Compliance & Advisory Support
Income Tax Compliance
FEMA & RBI Compliance
NRI Banking Solutions
NRI Investments
NRI Estate Planning
NRI Insurance
DTAA Compliance
Our Process
1
Understanding Your NRI Financial Needs
We begin by discussing your residency status, income sources, tax obligations, and long term financial goals. As an experienced NRI financial consultant in India, we ensure we clearly understand your financial priorities before suggesting any strategy.
2
Compliance and Financial Assessment
Our team reviews your existing investments, bank accounts, tax structure, and regulatory requirements. Through our NRI compliance and advisory services, we help you stay aligned with applicable financial and tax regulations.
3
Tax and Investment Planning
Based on the assessment, we prepare a structured plan that addresses both investment opportunities and tax responsibilities. As a reliable NRI tax and investment consultant, our focus is on helping you manage finances efficiently while maintaining compliance.
4
Implementation of Financial Strategies
Once the plan is finalized, we assist in implementing the recommended investment and financial solutions. This step includes guidance for NRIs who are planning to relocate, making us a trusted financial consultant for returning NRIs.
5
Ongoing Monitoring and Advisory Support
Our Key USPs are as Under :
65 Years of Experience
Why Choose Us for NRI Financial Services Advisor
Our work is based on a fiduciary mindset where the client’s interest is always the priority. We focus on long term relationships built on trust, transparency, and responsible financial guidance.
Experienced Financial Advisor
Our professionals work closely with clients to understand their financial goals and provide guidance as a trusted financial advisor with strong industry knowledge and practical experience.
Strategic Investment Guidance
We believe in honest communication and clear recommendations. Clients receive straightforward guidance that helps them understand financial options and make informed decisions.
Financial services require adherence to strict regulations. Our team stays updated with financial rules and compliance requirements to ensure clients receive reliable and responsible support.
Frequently Ask Question
NRIs can access services such as investment planning, tax filing assistance, portfolio management, property-related financial guidance, and regulatory support. These services are usually handled through professional NRI compliance and advisory services to help ensure investments and financial transactions follow Indian regulations.
NRIs can manage investments through structured portfolio planning, periodic reviews, and professional advisory support. Proper guidance helps track investment performance, diversify assets, and maintain long term financial stability through wealth management for NRIs.
A professional advisor understands Indian financial regulations, taxation rules, and investment opportunities. Working with an experienced NRI financial consultant in India helps NRIs manage their assets, plan investments efficiently, and handle financial matters without the need to be physically present in India.
NRIs must follow Indian tax rules for income generated from sources such as property, investments, or business activities in India. A professional NRI tax and investment consultant can help with tax planning, filing returns, and ensuring compliance with applicable tax laws.
Repatriation allows NRIs to transfer certain funds from India to their country of residence, subject to regulations set by the Reserve Bank of India. The NRI repatriation process India usually requires proper documentation, bank approvals, and compliance with FEMA guidelines.
Returning NRIs often need guidance for restructuring investments, transferring funds, updating tax status, and planning future financial goals in India. A Financial consultant for returning NRIs can help manage this transition smoothly and align financial plans with the new residency status.
