NRIs settled anywhere in the world

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Dahyabhai Patel, Director
M.Sc., C.I.A., Certified Financial Planner

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Home / NRIs settled anywhere in the world

NRIs Goal based Investments in India

  • To fulfil your goals there must be a plan. Plan will bring discipline for investment. Discipline will produce success in meeting the goals.
  • NRIs generally plan for their retirement, house purchase, investment management and sometimes children education too in India.
  • However, there are some who want to be financially free as soon as possible, since they feel that they can save more when they are out of India.
  • Some want to save for seed capital for their new business, some want their parents' money to be managed well in India.
  • Every profile is different and every NRI's requirements are different.
  • In the whole process, lots of things need to be planned and managed, like bank accounts, investments, taxation etc.
  • Your financial plan may be different when you are outside India, when you have just returned and when you have already returned.
  • Every step needs a detailed review on all the aspects, which is why the financial planning is important, and this is where our Professional Certified Financial Planner will be of help.
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