For NRI's who are based in a completely different geography, it is very difficult to trust someone with managing their finances & relying on them completely. NRI's financial planning requires an expert approach as one must consider currency fluctuation, income & expenses and taxation pattern in the country of residence. Financial Planning for NRIs becomes more important when they have plans to come back to India in the near term or after retirement.
When it comes to Financial Management, conducting financial transactions smoothly at times becomes challenging for NRI's. It also becomes complicated for them to withdraw and use their own hard-earned money invested in either country due to compliance issues which can be dynamic in nature, changing time to time. They are also left uninformed about the amendments in legal, constitutional or financial aspects by the local financial authorities like SEBI, IRDA, BANKs, Government etc.
Finnovate offers a gamut of specialized financial planning and wealth advisory services for NRIs. Finnovate assists Non-Residents Indians (NRI) in managing their Investment Portfolio, Tax Returns, getting RBI clearances or complying with statutory obligations. We advice across all Investment avenues like equity, debt, real estate, mutual funds, portfolio management scheme and alternate investment funds. We service NRI customers located in Dubai, Africa, the US, and several other countries.
We analyze & assess your investment objectives and understand your risk appetite & your comfort level with various asset classes.
We aim to create wealth for NRIs through structured advice which is backed by in-depth research. Based on your investment objective we build an exclusive investment portfolio for you.
We provide online access to your portfolio with our comprehensive financial tracking software. We understand the need of conducting financial transactions at ease. Our comprehensive online portal will help you transact and track your portfolio 24*7*365.
We monitor your portfolio's performance, advice you on rebalancing, if necessary and communicate with you on a regular basis.