NRI Investments

Your Trusted Partner in Financial Growth Across the Globe!

For over seven years, Accurate Wealth has been a beacon of trust and reliability for NRIs worldwide. With a presence spanning 10 countries, we take pride in offering a comprehensive range of financial solutions tailored to meet the unique needs of non-resident Indians.

Our goal is simple: to provide a one-stop solution for all your financial requirements, enabling you to manage your wealth with ease, security, and peace of mind.

Alternative Investment Funds

AIFs are investment funds that allows investors to invest in hedge funds, private equity, venture capital, and other categories.

There are three categories of AIFs you can invest in

Portfolio Management Services

PMS are specialised investment services offered to investors who seek professional management of their funds. Leading banks like ICICI Bank offer Portfolio Management Services in India to cater to the bespoke needs of NRIs. Under PMS, a dedicated portfolio manager constructs and manages a portfolio based on the specific need of the individual NRI taking into account their financial goals, risk tolerance, and investment horizon. As per the SEBI guidelines, there is a minimum investment of ₹50 lakh to open a PMS account.

Mutual Funds

Mutual funds offer a diversified investment approach, pooling money from multiple investors. This collective investment allows individuals to access a broader range of securities. Professional management handles the fund’s portfolio, making decisions about buying and selling assets. The value of a mutual fund is expressed as a net asset value (NAV), which fluctuates based on market performance. This investment vehicle provides a convenient way to participate in the financial markets.

Fixed Income Products

These investments offer a steady stream of income, which can be especially appealing to those nearing retirement. Careful consideration of risk tolerance and investment goals is crucial when exploring fixed income options. Combining fixed income with other investment strategies within a pension plan can create a well-rounded approach to retirement planning.

Taxation for NRIs

NRIs are taxed on their income earned in India based on the nature of instrument, holding period, tax treaty between India and their country of residence and the type of tax regime they have opted for.You should consult a tax expert to understand the tax implications on different asset classes.

Why Choose Accurate Wealth?

Global Expertise

Proven track record of serving NRIs across diverse regions.

Tailored Solutions

Customized financial strategies that cater to your specific goals.

End-to-End Services

From investments to insurance, we cover all your financial needs.

Commitment to Excellence

Our years of experience and client-first approach ensure your satisfaction and loyalty.

Reviews From Our Clients

Nikhil Bhagat Senior Manager, BUPA, Australia

Accurate Wealth has been instrumental in helping me manage my global investments seamlessly. Their team is knowledgeable and highly responsive.

Kena Vyas Software Developer, Scott Logic, United Kingdom

The personalized advice I received helped me make informed decisions about my portfolio. I highly recommend Accurate Wealth to all NRIs.

Umang Patel Business Owner, USA

I appreciate their clarity and guidance, especially in navigating alternative investment options. A great experience overall.

Prashant Vyas Manager, South Africa

Accurate Wealth’s retirement planning services have given me peace of mind. They are a trusted partner for NRIs like me.

Jeenal Patel Digital Marketing, Germany

Their approach is professional yet friendly. I’ve seen excellent results in both investments and insurance planning.

Our Contact

NRI Investments

NRI Investments

Your Trusted Partner in Financial Growth Across the Globe!

Alternative Investment Funds

Portfolio Management Services

Mutual Funds

Fixed Income Products

Taxation for NRIs

Why Choose Accurate Wealth?

Global Expertise

Tailored Solutions

End-to-End Services

Commitment to Excellence

Reviews From Our Clients

Get In Touch With Us

India

Accurate Wealth

7567563020

Australia

Nikhil Bhagat

+61433397367

Address

Email

Phone