Webinar: Financial Planning for NRIs

Table of Contents

About Non-Resident Indian (NRI)

Non-Resident Indian’s (NRIs) who have all relationship with India and left the country either on official duty or business purpose. If any Indian resident leaves India for more than 180 days, they are called as NRI. 
When the stock market has grown just with Foreign Institutional Investors (FIIs), and Domestic Institutional Investors (DIIs) money, lots of NRIs trying to enter the market with the purpose of either multiplying their earnings (i.e. wealth creation) or planning their future retirement.

But due to a set of socio-economic and regulatory issues, NRIs are not able to enter the market easily. And at the end of the day, they stick with their Personal Banker (at the time of their short visit to India) who give limited advisory services (because of company’s target) which in turn, stops them from exploring and experiencing the various investment avenues as an alternative source of achieving their life’s goal with passive incomes.

About Comprehensive Financial Planning for NRIs

A Comprehensive Financial Plan which helps every Individual to identify their life goals by measuring their dreams in the monetary terms, like Planning to 

  • Purchase a property in India after 5 years, 
  • Start a Business Venture in India,
  • Build a corpus of Child’s education and Marriage,
  • Build a corpus for the next 20-30 years of retired life and
much more. 
Similarly, NRIs who lives abroad tries to look for the Professional Financial Friend (who is unbiased in advice, experienced in handling and confidential in data management) to understand their financial needs and concerns for their family members in India (Closed Relatives) and in abroad (if shifting with a family).

All such issues are not fully covered & suggested by their Personal Banker due to their job profile. Thus, they need one who can service and advise them on all such thing.

Also Read: How Investiture works in making your I-Financial Plan?

With this purpose of solving the above issues, we at Investiture come up with our webinar. Watch our recorded video on the same. 

Webinar: Financial Planning for NRIs