NRI's
We offer a full range of financial service
Why NRIs Should Invest in India?
Investing in India offers a host of benefits for Non-Resident Indians (NRIs). Here’s why India is an attractive destination:
- Emotional Connection: Stay connected to your roots and contribute to India’s growth story.
- High Growth Potential: Leverage opportunities in one of the world’s fastest-growing economies.
- Favorable Government Policies: Enjoy tax incentives and streamlined investment processes.
- Diverse Investment Options: Access a wide range of investment products tailored to your financial goals.
- Currency Advantage: Benefit from currency fluctuations that could enhance your returns.
What are the Services offered to NRIs?
We provide a comprehensive suite of services designed to meet the diverse needs of NRIs:
- Goal-Based Planning: Help you and your family set and achieve financial goals.
- Risk Planning: Secure your future with Term Insurance and Health Insurance tailored for NRIs.
- Investment Planning: Choose from Mutual Funds and other conventional investment products that align with your risk tolerance and goals.
- Unconventional Investments: Explore innovative options like P2P Lending (Liquiloans, Finzy) and Invoice Discounting.
Why Choose Us?
- Trustworthy Experts: Our seasoned team understands the unique challenges and opportunities for NRIs and provides expert guidance.
- All-in-One Solutions: From insurance to goal-based planning, we offer integrated services tailored to your needs.
- Simple Approach: We simplify complex financial concepts into actionable strategies.
- Dedicated Support: We are committed to your financial success with ongoing support and personalized advice.
Our Approach
Personalized Financial Guidance: Receive tailored advice that fits your unique financial situation and objectives.
Seamless Money Management: Streamline your finances with easy regulatory compliance and effective management.
Annual Portfolio Review: Benefit from personalized recommendations that align with your risk tolerance and financial goals.
NRE/NRO Account Guidance:
NRE Account: Ideal for tax-free interest on foreign earnings with full repatriability.
NRO Account: Perfect for managing Indian income with partial repatriability.
NRI Investment Planning Tailored to You
At PlanUrDream, we offer bespoke solutions for NRIs, ensuring that your investment strategy aligns with your goals and regulatory requirements. Let us help you make the most of your investments in India.
