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Smart Financial Solutions for NRIs – Invest, Grow, and Secure Your Wealth Globally

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NRI - Wealth Management

Managing wealth across borders requires expertise in international financial landscapes. Our NRI services are designed to address the unique challenges faced by Non-Resident Indians.

Who Can Invest?

NRIs (Non-Resident Indians), Persons of Indian Origin (PIOs), and Overseas Citizens of India (OCIs) are eligible to invest in India and benefit from its expanding financial opportunities. While the investment process is simple for most countries, NRIs residing in the USA and Canada are required to comply with additional regulations under the Foreign Account Tax Compliance Act (FATCA).

We assist you in understanding these requirements and ensure that your investments meet all legal and reporting standards—helping you invest confidently and without hassle.

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Investment Options Designed for You

We offer a diverse range of investment opportunities, carefully selected to match your financial objectives, risk preferences, and long-term plans. Whether you're saving for retirement, planning for your children’s education, or looking to diversify your global portfolio, we help you choose the right investment path.
Portfolio Management Services (PMS)

Customized strategies built around your financial targets and risk appetite

Mutual Funds

Professional management with diversified portfolios to help you grow wealth over time

Alternative Investment Funds (AIFs)

Explore higher-return options like private equity, real estate, and other non-traditional assets

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Understanding Taxation for NRIs

Investing in India offers a range of opportunities, but it’s important to be aware of how tax laws affect your returns and financial planning. As an NRI, you may face different tax implications depending on your investments, residency status, and country of residence. Navigating these complexities is essential for maximizing your benefits and ensuring compliance with both Indian and international regulations.
Capital Gains Tax

Learn how tax is deducted from your profits and how it affects your investment

Tax-saving Instruments

Identify opportunities where you can reduce your taxable income while investing smartly

Cross-border Compliance

Stay on top of international reporting obligations like FATCA and CRS with expert assistance

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Publications: Insights on MSME financial growth & risk management

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Our Process

A clear, step-by-step approach to help you plan, invest, and achieve your financial goals with confidence.

25+

Years of experience

100+

Lorem Lipsum

2000+

Happy Customers

5M+

Wealth Growth

01

Assessment

We begin by understanding your current financial situation through detailed questionnaires and discussions.

02

Preparation

Our team of analysts crafts a personalised financial plan based on your goals and risk appetite.

03

Execution

Our portfolio managers implement the plan, converting strategies into actionable investments.

04

Monitor & Adjust

Regular reviews ensure your investments align with market changes and your evolving objectives.

My Certifications - Trusted credentials that reflect proven expertise.
Frequent Ask Questions

Got Questions?
We’ve Got Answers.

Find quick answers to common queries about our services, tools, and how we can help you manage your wealth with ease and confidence.
What services does IS Wealth Management offer?
We provide comprehensive financial, investment, and risk management solutions for individuals, families, NRIs, and MSMEs. From wealth planning and insurance to taxation, business consulting, and legacy management — we bring everything under one trusted platform.
We go beyond product selling. Our approach is strategic and holistic — we assess, plan, execute, and review every client’s financial journey. Whether it’s protecting assets, optimizing taxes, or growing wealth, our focus is on long-term results and informed decision-making.
Yes, we specialize in NRI wealth management. We help NRIs, OCIs, and PIOs invest in India through mutual funds, real estate, and corporate deposits — all while ensuring FEMA compliance, tax optimization, and seamless NRE/NRO account assistance.
It depends on your investment type and residency status. Our experts guide NRIs through double taxation rules, FEMA compliance, and tax-efficient investment planning to ensure maximum returns.
We assist individuals and businesses with personal and corporate tax planning, GST filings, and accounting support. Our goal is to help clients stay compliant while minimizing tax liabilities and optimizing wealth.
You can connect with us directly through the Engage With Us form on iswealth.in. Our team will schedule a consultation to understand your goals and create a personalized financial roadmap.