502, Gokulesh, Beside Pratham Citadel, Bhyali Canal Road, Bhyali, Vadodara
391410
Smart Wealth Solutions for Global Indians
Managing wealth across countries requires more than access to investment products. It requires structured planning, regulatory clarity, and financial solutions that align with your global lifestyle and India-linked financial goals. Wealth Services for NRIs are designed to help Non-Resident Indians manage, grow, and protect their wealth in India with confidence, compliance, and long-term clarity.
Whether your goal is wealth creation, income stability, family protection, retirement planning, or legacy building, a disciplined advisory approach helps simplify every financial decision while keeping your Indian investments aligned with your global financial life.
What Are Wealth Services for NRIs?
Wealth Services for NRIs are specialized financial solutions designed to help Non-Resident Indians manage investments, banking, taxation, protection, and long-term financial planning in India. These services are structured to support cross-border wealth management while addressing the unique needs of NRIs such as repatriation, regulatory compliance, tax efficiency, and family wealth protection.
A well-structured NRI wealth strategy helps you manage Indian assets efficiently while ensuring they remain aligned with your global income, country of residence, and long-term financial objectives.
Our Wealth Services for NRIs
A comprehensive suite of financial solutions is designed to help NRIs manage every aspect of their India-linked wealth:
NRI Investment Planning
NRI Investment Planning helps Non-Resident Indians build a structured investment strategy aligned with their global income, financial goals, and India-linked wealth objectives. It focuses on selecting suitable investment avenues, optimizing tax efficiency, and ensuring compliance with NRI regulations for long-term wealth creation.
Wealth Creation & Corpus Building
Wealth Creation & Corpus Building focuses on helping NRIs grow long-term capital through disciplined investing and strategic asset allocation. A structured approach to wealth building ensures that savings are converted into a sustainable financial corpus for future goals, financial independence, and long-term security.
Mutual Funds & SIPs for NRIs
Mutual Funds and SIPs for NRIs provide a disciplined and tax-efficient way to participate in India’s growth story through professionally managed and diversified investments. These solutions help NRIs build long-term wealth through systematic investing aligned with financial goals and risk appetite.
Equity & Capital Market Access
Equity and Capital Market Access enables NRIs to participate in Indian stock markets through structured investment routes and regulated access. It provides opportunities for long-term capital appreciation, market participation, and portfolio diversification through equity and market-linked instruments.
Fixed Income & NRI Deposits
Fixed Income and NRI Deposits provide stable returns, capital protection, and predictable income through instruments such as NRE/NRO fixed deposits, bonds, and other fixed-income products. These solutions are suitable for NRIs seeking lower-risk investments and stable cash flow.
Portfolio Management Solutions
Portfolio Management Solutions offer professionally managed and customized investment strategies designed to align with the unique financial goals of NRIs. These solutions focus on strategic asset allocation, active monitoring, and long-term wealth optimization through expert portfolio oversight.
Protection & Insurance Planning
Protection and Insurance Planning helps NRIs safeguard their family, health, income, and assets against unforeseen financial risks. A structured insurance strategy ensures financial continuity, risk protection, and long-term peace of mind for both personal and family responsibilities.
Child Education Planning
Child Education Planning helps NRIs build a dedicated financial strategy to support their child’s future academic aspirations. Through disciplined savings and long-term investment planning, this solution helps manage rising education costs while securing future opportunities.
Retirement Planning
Retirement Planning helps NRIs build a secure financial future through structured savings, passive income strategies, and retirement-focused investments. It ensures financial independence, stability, and long-term comfort after active income years.
Global Portfolio Structuring
Global Portfolio Structuring helps NRIs build a diversified investment portfolio across multiple geographies and asset classes. This approach reduces concentration risk, improves global exposure, and creates a balanced investment strategy aligned with international financial goals.
Wills, Trusts & Estate Planning
Wills, Trusts, and Estate Planning help NRIs protect their legacy and ensure smooth transfer of wealth across generations. Proper legal and financial structuring helps preserve family wealth, reduce future disputes, and create long-term continuity in asset distribution.
Financial Assistance & NRI Financing
Financial Assistance and NRI Financing provide structured funding solutions for property purchase, education, and other major financial needs in India. These solutions help NRIs access capital efficiently while maintaining affordability, compliance, and long-term financial stability.
REITs & ETFs
REITs (Real Estate Investment Trusts) provide exposure to income-generating real estate assets without direct property ownership, while ETFs (Exchange-Traded Funds) offer diversified market exposure with flexibility and liquidity. These investment options help NRIs diversify portfolios efficiently.
Gift City Investment Opportunities
Access to global investment opportunities through GIFT City structures that provide NRIs with internationally diversified investment solutions, tax-efficient frameworks, and seamless global wealth management opportunities.
Investment Services for NRIs
Investment services for NRIs provide access to a wide range of India-focused investment opportunities designed to support wealth creation, income generation, and long-term portfolio growth. With structured access to multiple asset classes, NRIs can benefit from India’s long-term growth potential while maintaining diversification and financial control.
Investment options include Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Bonds, Corporate Fixed Deposits, Global Investments, Real Estate, and other structured opportunities aligned with your financial goals and risk profile.
Advantages of NRI Wealth Services
Wealth Creation & Corpus Building
Structured wealth planning helps NRIs build long-term capital through disciplined investing and diversified asset allocation. A focused approach to wealth creation ensures that financial goals remain aligned with both current income and future aspirations.
Protection During Uncertainties
Comprehensive protection solutions help safeguard you and your family against unexpected financial risks. Life insurance, health coverage, and asset protection ensure financial continuity during uncertain situations.
Building a Global Portfolio
NRI wealth planning supports a balanced approach to investing across geographies. A globally aligned portfolio helps diversify risk while maintaining strategic exposure to Indian and international growth opportunities.
Child Education Planning
Education planning helps create a structured financial roadmap for your child’s future academic needs. A disciplined investment strategy ensures education goals are funded without disrupting long-term wealth plans.
Retirement Planning
Retirement planning helps NRIs build long-term financial independence through structured savings, passive income strategies, and retirement-focused investments. This ensures stability, flexibility, and peace of mind in later years.
Wills, Trusts & Estate Planning
Estate planning helps protect your legacy and ensures smooth transfer of wealth across generations. Proper structuring of wills, trusts, and succession plans helps preserve family wealth and reduce future complications.
Financial Assistance for Individuals
Tailored financing solutions help NRIs meet major life goals such as purchasing property, funding education, or managing planned financial needs in India through structured and flexible funding support.
Protection Services for NRIs
Protection planning helps safeguard your financial well-being, family security, and valuable assets against unexpected risks. A comprehensive protection strategy ensures that your financial foundation remains stable even during uncertain life events.
Protection solutions include life insurance, health insurance, savings-linked protection plans, travel insurance, and asset protection for homes, vehicles, and property. These solutions are designed to provide long-term security, continuity, and peace of mind for NRIs and their families.
Financing Services for NRIs
Financing services for NRIs provide structured financial support for personal and family goals in India. These solutions help NRIs access funding efficiently while ensuring affordability, compliance, and long-term financial stability.
Available financing solutions include Home Loans, Education Loans, and other customized borrowing options designed to support asset creation, family needs, and long-term financial planning.
Who Should Consider Wealth Services for NRIs?
Wealth Services for NRIs are suitable for:
A personalized approach ensures that Indian wealth remains aligned with your global financial priorities.
Why Choose 369 for NRI Wealth Services?
A client-first approach combined with strong financial expertise ensures that every solution is aligned with your global lifestyle, Indian financial interests, and long-term wealth goals. Clear guidance, transparent execution, and structured planning help simplify complex cross-border financial decisions.
Integrated wealth solutions ensure smooth coordination between investments, protection, financing, taxation, and legacy planning, creating a seamless framework for long-term financial growth and stability.
Build and Protect Wealth Across Borders
Wealth Services for NRIs provide a structured pathway to manage Indian wealth with confidence, clarity, and long-term control. With disciplined planning and expert guidance, NRIs can build, protect, and transfer wealth efficiently across borders.
Frequently Asked Questions
Wealth Services for NRIs are specialized financial solutions designed to help Non-Resident Indians manage investments, banking, insurance, taxation, and long-term wealth planning in India. These services help NRIs manage Indian assets efficiently while staying aligned with global financial goals.
Yes, NRIs can invest in India through approved banking and investment routes such as NRE and NRO accounts. They can invest in mutual funds, fixed deposits, stocks, bonds, real estate, and other financial products based on applicable regulations.
An NRE account is used to park foreign income in India and offers tax-free interest with full repatriation. An NRO account is used to manage income earned in India and has taxable interest with limited repatriation.
Yes, NRIs can invest in Indian mutual funds through NRE or NRO accounts, subject to KYC and regulatory requirements. Mutual funds are a popular option for NRIs seeking diversified and professionally managed investment exposure.
Taxation depends on the type of investment and source of income. Interest on NRE accounts is generally tax-free in India, while income from NRO accounts and certain investments may be taxable as per Indian tax laws.
Yes, NRIs can purchase residential and commercial property in India. However, they are not permitted to buy agricultural land, plantation property, or farmhouses unless allowed under specific regulations.