NRIs and OCIs
Your pathway to investing in India.
I handle the hassle. You capture the growth.
What I take off your plate
Four things I take care of.
Understand your options
India offers NRIs and OCIs several ways to invest. Depending on your residency status, ticket size, documentation, banking and length of stay, I help you understand your options.
KYC and documentation
Hand over your critical regulatory requirements: KYC, account setup and documentation. Start investing in India without the hassle.
Building and execution
Leaning on my industry knowledge, I build a portfolio suited to your goals in India. Nothing is executed without your go-ahead.
Money across countries
Investments in more than one country, and money that has to come back to India one day. I understand what that involves, from the banking and the paperwork to the tax questions, and I work through it with you and your CA.
How it works
From anywhere in the world.
Tell me where you live
Your country, your residency status and what you want the money for.
KYC and documentation
I take care of KYC, account setup and the paperwork, end to end.
Your investment portfolio
Built for your goals in India: a home, your parents, your return, your children.
Every quarter, wherever you are
A review on a video call, timed for your time zone.
Questions
What NRIs ask me
What do you need from me to start?
Your residency status, PAN, passport, overseas address and your Indian bank details. I'll tell you exactly what applies to you.
Will anything happen without my approval?
No. Nothing is executed without your go-ahead.
Can my family in India be part of the reviews?
Yes. Your parents or siblings can join the quarterly call.
Investing in India from abroad?
Start with a 30-minute conversation, at a time that suits your time zone.
Prefer to write first? invest@mpwealthplanning.com