Financial Solutions for NRIs
Your money, in simple terms
Living abroad, you may want to invest in India, support parents at home and keep your Indian policies and assets in order, without flying back for every form.
We work with NRI clients by phone, WhatsApp and video call, help with KYC and paperwork, and act as your trusted point of contact in Kochi.
Your insurance, investment and planning needs
Each item links to a page that explains it in more detail.
Protection
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Health cover for parents in India
Medical costs for ageing parents can be large; the right policy protects your savings.
Health insurance -
Life cover for your family
Make sure dependants in India are protected if something happens to you.
Term insurance -
Servicing existing LIC policies
Premiums, revivals, nominations and claims handled for you.
Life insurance
Investment
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Mutual funds in India
Invest through your NRE or NRO account after completing NRI KYC.
Mutual funds -
Monthly SIPs from abroad
Build wealth in India steadily, in rupees.
SIP investment -
Long-term wealth in India
A plan for the money you intend to use when you return or retire.
Wealth creation
Planning
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Return-to-India planning
A corpus and income plan for when you come home.
Retirement planning -
Children's education
In India or abroad, planned in the right currency.
Child education planning -
Assets and nominations in India
Keep property, policies and investments in order for your family.
Estate planning
Rules for NRI investments, repatriation and tax change from time to time and depend on your country of residence. This page is general information, not tax advice.
Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.
Consultation, comparison, planning and ongoing support
Consultation
A free conversation about your situation, priorities and goals.
Comparison
Options from several insurers and fund houses, explained side by side.
Plan & set-up
A clear, prioritised plan, with all the paperwork handled for you.
Ongoing support
Renewals, reviews and claims support for as long as you need us.
For NRIs: common questions
Yes, through an NRE or NRO bank account once NRI KYC is complete. Some fund houses restrict investments from residents of certain countries, such as the US and Canada, so we check which schemes are open to you.
Usually not. Most paperwork, KYC and transactions can be done online or by courier. We guide you through each step.
Tax depends on the investment, the type of account and the tax treaty with your country of residence. Please confirm with a chartered accountant; we can work alongside yours.