Steps to plan NRI Services
01
Understand Residential & Tax Status
Determine whether you are an NRI, OCI, or PIO under FEMA & Income Tax Act.
02
Clarify Investment Goals
Short term (liquidity, emergency fund), Medium term (property purchase, children’s education), Long term (retirement corpus, wealth transfer)
03
Evaluate Investment Options
Equities/Mutual Funds, Fixed Income, Alternatives (AIFs), GIFT City Funds
04
Taxation Considerations
Understanding DTAA (Double Taxation Avoidance Agreement) with your country of residence.
05
Currency & Repatriation Planning
Factor in currency fluctuations (Rupee depreciation/appreciation).
Ensure investments are made through repatriable accounts (NRE) if you want global access.
06
Estate & Succession Planning
Draft a Will covering Indian assets.
Use tools like MWP Act (for insurance) or Trusts for seamless transfer.
Advisory
Expert advisory for all your NRI financial needs.
Compliance
Stay compliant with international regulations.
Remittance
Easy and secure remittance solutions for NRIs.
Steps to plan NRI Services
01
Understand Residential & Tax Status
Determine whether you are an NRI, OCI, or PIO under FEMA & Income Tax Act.
02
Clarify Investment Goals
Short term (liquidity, emergency fund), Medium term (property purchase, children’s education), Long term (retirement corpus, wealth transfer)
03
Evaluate Investment Options
Equities/Mutual Funds, Fixed Income, Alternatives (AIFs), GIFT City Funds
04
Taxation Considerations
Understanding DTAA (Double Taxation Avoidance Agreement) with your country of residence.
05
Currency & Repatriation Planning
Factor in currency fluctuations (Rupee depreciation/appreciation).
Ensure investments are made through repatriable accounts (NRE) if you want global access.
06
Estate & Succession Planning
Draft a Will covering Indian assets.
Use tools like MWP Act (for insurance) or Trusts for seamless transfer.
Schedule a Free Call
Have a question or need guidance?
Let’s talk about your wealth goals.
FAQ
Curious how Sage Capital works?
Our FAQs break it down simply.
What specific financial planning services do you offer for NRIs?
We specialize in helping Non-Resident Indians (NRIs) manage their finances in India. Our services include creating a comprehensive financial plan that aligns your Indian assets with your global financial goals, managing your existing investments, and providing guidance on repatriation of funds, all while ensuring compliance with Indian regulations.
How do you help me manage my investments while I am abroad?
We provide a seamless and technology-driven experience that allows you to manage your investments from anywhere in the world. Our all-in-one investing app gives you real-time access to your portfolio, and our team is always available for consultations via call, video conference, or email to keep you informed and empowered.
What are the key tax considerations for NRIs?
As an NRI, your tax status and obligations in India can be complex. We provide guidance on tax-related matters, such as the taxability of different types of income, filing of ITR, and the impact of treaties with your country of residence. We work to ensure your investments are structured in the most tax-efficient manner possible.