Invest globally — without tax leakage, compliance mistakes, or wrong structures.

WHO THIS IS FOR

This consultation is ideal if you are:

• An NRI earning well but unsure where to invest
• Investing randomly in India + abroad
• Holding investments in wrong accounts (NRE/NRO/resident)
• Confused between India vs overseas investments
• Worried about capital gains, DTAA, and repatriation
• Planning long-term wealth, not short-term trades

👉 This is for serious NRIs, not tip-seekers.

WHAT WE COVER

📊 Investment Structure Review

• NRE vs NRO investment routing
• PIS vs non-PIS implications
• Tax treatment of interest, dividends & gains
• FEMA-compliant holding structures

🌍 India vs Overseas Allocation

• When to invest in India
• When to invest abroad
• Currency risk & diversification logic
• India exposure vs global exposure

🧾 Tax Impact Analysis

• Capital gains on Indian investments
• Taxability of overseas investments
• DTAA impact on dividends & gains
• Reporting & disclosure requirements

🏦 Investment Vehicles

• Mutual funds & ETFs (India & overseas)
• Smallcases (India)
• GIFT City opportunities
• Real estate (India vs abroad)
• Retirement-linked investments (conceptual view)

⚠️ No stock tips. No product pushing.

WHAT YOU GET

After the consultation, you receive:

• 📄 Personalised Investment Structuring Summary
• 🧭 India vs Overseas Allocation Framework
• 🧾 Tax & Repatriation Impact Notes
• ✅ Do / Don’t Investment Checklist (NRI-specific)

WHAT THIS IS NOT (IMPORTANT)

• ❌ Not portfolio management
• ❌ Not stock recommendations
• ❌ Not commission-based product selling

This is planning, structuring & tax efficiency advisory.

OUTCOMES

By the end of this consultation, you will know:

• Where you should invest vs where you shouldn’t
• How to invest tax-efficiently as an NRI
• Which structures reduce future capital gains tax
• How to keep investments repatriation-friendly
• How to avoid costly NRI investment mistakes

Most clients realise: