Private, HNI & NRI Client Services

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With the evolving business growth in India, rise of service sector, start-up culture and rise in income earnings and estates, there is a growing need of finding a trusted advisor who is not only an expert in financial & legal matters but also understands the cultural beliefs of people towards wealth and estates. Our private practice area is a thoughtfully designed service line for High Net worth Indians, NRIs or PIOs having roots in India, Indians working abroad with family roots in India and international clients, who primarily consist of high net worth individuals, global business families with residency /assets /family or obligations across countries, or the banks, trustees and other institutions representing such persons. 

Our service offering is specially designed into two categories: 

This product offers private trusted advisory to residents having high net worth typically promoter business families, CEOs/CFOs/Top management employees of big corporates, founders of unicorn start-ups, top authors, top athletes, top media personalities, artists and more from professional and vocational domains. Our dedicate teams help by understanding the pain areas of HNIs relating to 

1. Wealth planning both domestic as well as off-shore, 
2. Succession planning (Community specific) 
3. High – value offshore investments, 
4. Tax structuring, 
5. Investments in overseas share markets, 
6. Charitable or family Trusts creation and management, 
7. Income classifications and related tax issues, 
8. FEMA matters for remittances abroad, and 
9. Wills. 

This product offers private trusted advisory to non-resident Indians, Person of Indian Origin and Foreign Nationals who are primarily High Net-worth individuals or business families with issues related to currency control regulations which impose restrictions on the manner in which non-residents can own/transfer Indian property or Indian residents can plan their offshore wealth. Our NRI care product also includes setting of funds and FPIs for investment purposes. For detail refer Section Foreign Investment Services.