If you are based in the UAE and want or already have exposure to India, the advice on offer usually falls short. Local wealth managers rarely cover Indian markets in depth, and most India-facing product sellers earn commission on what they recommend.
We are a SEBI-Registered Investment Adviser in India, so we advise on a fee-only basis with no commission and no product bias, while also handling the cross-border and tax side that is otherwise left to you. We work with NRIs, persons of Indian origin and family offices building a meaningful India allocation.
Advice and Allocation
Advice on Indian Investments
Fee-only advice under the SEBI (Investment Advisers) Regulations, 2013, paid only by you and never by a product provider: with a documented investment policy, suitability-tested recommendations and ongoing review.
Building Your India Allocation
Goal-based planning and asset allocation across Indian listed equities, mutual funds and ETFs, debt instruments, Portfolio Management Services, Alternative Investment Funds, and REITs and InvITs: matched to your objectives, time horizon and risk appetite, and kept under review.
Routing, Tax and Trust
Getting Money Into India, the Right Way
Advice on the route that fits your residency status and repatriation needs: across NRE, NRO and FCNR accounts, the FPI and PIS routes for eligible investors, and GIFT City (IFSC) funds: for clean entry, clean exit and no surprises bringing money back.
Repatriation and Tax, Built Into the Advice
Because we are also chartered accountants, repatriation limits, tax deducted at source for non-residents, FEMA compliance and the India-UAE tax treaty are weighed before you act, not discovered afterwards.
A Trusted Adviser, not a Product Seller
We act under a fiduciary duty, disclose conflicts, take no commission and give you a defined route for grievance redressal: advice you can question to your satisfaction, with a clear record of why each recommendation was made.
How We Work
Engagements are partner-led. The investment and wealth advice is provided by our partner who is a SEBI-registered investment adviser in India, while our UAE team handles the relationship and the cross-border and tax work.