Logo

NRI / OCI / PIO Financial Solutions — Simple, Compliant & End-to-End

We are specialists in NRI financial solutions, serving Non-Resident Indians (NRIs), Overseas Citizens of India (OCIs), and Persons of Indian Origin (PIOs) including investments, compliance, repatriation, and wealth management.

India may be far away today, but your financial roots remain deeply connected. We help NRIs, OCIs and PIOs invest, manage, consolidate and repatriate wealth in full harmony with RBI, SEBI, FEMA and global tax frameworks. From converting resident accounts to NRO and establishing NRE / PIS structures, to consolidating Demat accounts and managing dormant or inherited portfolios — we handle the complexity so you can focus on life abroad.


Every transaction and movement of funds is processed under the FEMA (Non-Debt Instrument) Rules, 2019 — Schedules III & IV and relevant RBI Master Directions on Foreign Investment in India, ensuring correct routing, taxation (incl. TDS), custodial compliance and repatriation eligibility. From equities, mutual funds, PMS/AIF and fixed income to structured opportunities in GIFT City, we cover onboarding, documentation, investment, reporting and global remittance — end to end.

What We Help With

  • NRE / NRO / PIS Account Opening & Conversions sf 

  • NRE / NRO Trading & Demat Accounts

  • Portfolio Consolidation & Dematerialisation

  • Sale / Transfer of Indian Shares

  • Mutual Funds, PMS, AIF & GIFT City Products

  • Repatriation & DTAA-linked Tax Handling

  • IEPF / Unclaimed Shares / Lost Certificates

  • Succession, Nomination & Estate Support

Why Choose Us

  • Permitted under FEMA: PIS as applicable

  • NRE (rep) / NRO (non-rep) Demat & Trading

  • Equities, ETFs, IPOs, Bonds

  • LTCG 10%, STCG 15%, TDS; DTAA relief

  • NRE ✓ / NRO ✗ (limits apply)

  • NRIs/OCIs seeking compliant equity access

FEMA–RBI–SEBI Regulations & Compliance

  • SEBI (Foreign Portfolio Investor) Regulations, 2019 → Foreign participation framework

  • RBI Master Direction – Foreign Investment in India → Investment, reporting & repatriation rules

Invest anywhere with confidence. From account activation to ongoing portfolio management, we handle documentation, compliance, taxation, reporting and transactions — end to end.

Book a Meeting