NRI Wealth Management    

  • Wealth Management is basically an Investment advisory that addresses the financial needs of a client
  • Wealth Management advisor gathers information about client’s long term financial needs and chooses appropriate investment products that suits particular client financial goals and risk appetite

At NRI Services Inc., we offer you a diverse bouquet of investment solutions straddling both the traditional options and the newer, bolder avenues

Our experienced team designs and implements sound financial strategies based on your short-term and long-term goals, risk appetite, and market movements.

We aim to preserve and grow your wealth while helping you prepare for your future by providing the following services:

  • Private Wealth Management
  • Wealth Preservation through wills, private trusts
  • Trust and Estate planning
  • Tax Minimization strategies
  • Asset Allocation Strategy
  • Retirement planning and cash flow analysis
  • Effective wealth distribution and gifting strategies
  • Liability management
  • Wealth transfer
  • Representation services for probate, will contest matters and in trusteeship cases

Product Offerings

  • Equity
  • Debt
  • Mutual Funds including Equity, Liquid, Debt Funds, Short Term & Medium Duration Funds, Arbitrage Funds
  • Alternate Investment Funds (AIFs)
  • Portfolio Management Services (PMS)
  • NRE PIS Account for Investment on Repatriable Basis
  • Exchange Traded Funds (ETFs)
  • Listed Bonds
  • Sovereign Gold Bonds
  • National Pension System (NPS)
  • Real Estate
  • Precious metals including gold, silver etc.
  • Private Art