Overview
At The AG Group, we understand the unique opportunities and challenges that Non-Resident Indians (NRIs) face when navigating financial and investment matters from abroad. Drawing on our reputation as a leading financial and investment advisory organisation, we have developed a dedicated suite of NRI services to ensure that you receive highly personalised support, regardless of your location.
Why Choose The AG Group for NRI Services?
Personalised Financial Roadmap
Your financial aspirations are unique, and so is our approach. Our advisers work closely with you to create a customised plan that addresses key milestones such as retirement, child education funding, and long-term wealth preservation.
Regulatory & Compliance Guidance
Receive detailed advice on India-specific regulations, including Foreign Exchange Management Act (FEMA) compliance, Reserve Bank of India (RBI) guidelines, and essential tax considerations relevant to NRIs.
Aadhaar Card, PAN Card & Driving License
The AG Group provides comprehensive assistance for NRIs in enrolling and updating essential Indian documents including Aadhaar Card, PAN Card, and Driving License. Our expert team handles the complete documentation process, ensuring compliance with all regulatory requirements.
Holistic Investment Advisory
Benefit from our expertise in equities, debt instruments, mutual funds, and alternative investments. We tailor our advice to your objectives, time horizon, and risk tolerance, ensuring your portfolio aligns with long-term wealth creation goals.
Dedicated Client Service
With a strong commitment to client satisfaction, our dedicated support team ensures that you receive proactive updates and timely responses to all your queries. Our global reach, combined with local market insights, enables us to remain accessible no matter where you are based.
NRE Bank Accounts
Tax Planning & Repatriation Support
The AG Group assists in Opening Online NRE Bank Accounts with our partner banks, providing great deal of convenience that negates the need for NRI’s to travel to India for Banking and Financial matters. A great way to reap the benefits of Investing in India at the comfort of your home away from home.
Tax Planning & Repatriation Support
Our experts guide you through tax-efficient strategies to optimise your returns and manage repatriation of funds, ensuring compliance with cross-border remittance processes.
Our Approach
Consultation & Goal Setting
We begin by understanding your financial situation, investment timeline, and personal goals, then recommend solutions tailored to your profile.
Portfolio Creation & Management
We devise a well-balanced investment portfolio, constantly monitor market changes, and adjust strategies to maintain alignment with your evolving needs.
Compliance & Updates
Our service includes guidance on new regulations, policy updates, and emerging investment avenues, helping you stay ahead in a dynamic financial landscape.