We provide comprehensive financial planning and investment solutions for Resident Indians Beyond domestic opportunities, we also enable overseas investments and cross-border diversification, helping Indian families and professionals access global wealth-building avenues.
Foreign nationals holding or receiving Indian securities — especially ESOPs — often face challenges in eligibility, dematerialisation, taxation and repatriation. We provide a structured process under FEMA, SEBI and RBI Master Directions that enables demat conversion, compliant sale on recognised exchanges and smooth overseas remittance of proceeds.
Whether you need ESOP dematerialisation and sale, wish to explore GIFT City avenues or require tax and DTAA assistance, we coordinate documentation, notarisation/apostille, PAN & KYC, custodian/bank alignment and execution through registered intermediaries — with clarity on reporting and timelines.
Demat Account Opening for Foreign Nationals
ESOP Dematerialisation & Secondary-market Sale
Repatriation Support
Tax Estimation & DTAA Guidance
IFSC / GIFT City Opportunities
Compliance & Regulatory Documentation
Specialised ESOP & Equity Expertise
Strong Cross-Border Knowledge
Fast & Transparent Processing
Seamless Custodian Coordination
Smooth Repatriation Support
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.
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