NRI Wealth Desk

Home/NRI Wealth Desk
Mutual Funds Investment

Smart Wealth Solutions for a Global Indian

As an NRI, your life spans borders—but your wealth shouldn’t be scattered. The NRI Wealth Desk at Wealth Matrix is a dedicated service designed to help Non-Resident Indians (NRIs) strategically grow, preserve and repatriate their wealth with ease and clarity. We also focus on creating passive income when you wish to settle back home.

We understand the unique challenges NRIs face: regulatory complexity, currency risks, asset diversification and the need to plan for loved ones back home. That’s why we deliver personalised, goal-based financial strategies aligned with your lifestyle and aspirations.

India-Focused Investment :

Expert-curated portfolios in Mutual Funds, SIPs, PMS, AIFs and GIFT City Funds tailored for NRIs.

NRI-Focused Tax Planning:

Guidance on Double Taxation Avoidance Agreements (DTAA), capital gains and optimised repatriation strategies.

Estate & Succession Planning:

Ensure your family’s financial future is protected with proper nominations, wills, and trust structures.

Integrated Family Wealth Planning:

Manage wealth for your dependents or elderly parents in India with a single-family approach.

Repatriation & Compliance Support:

Seamless transfer of funds abroad, RBI/FEMA compliance and documentations made easy.