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NRI Investments Plan
Invest in fastest growing economy in the world.
Simplifying Complex Investments for NRIs—Under one roof
Comprehensive Wealth Solutions Tailored for NRIs
- Tailored investment solutions in Stocks, Mutual Funds, PMS & AIFs aligned with risk appetite and goals
- End-to-end onboarding support, including KYC & FATCA compliance. Portfolio tracking, rebalancing, and regular performance reviews
- Transparent reporting & tax-efficient structuring for NRI investments.
- Comprehensive Insurance Planning to safeguard family & estate in India and abroad. Access to tax-efficient investment avenues under GIFT City framework
- Helping in Succession planning for assets held in India (real estate, shares, etc.)
- Help with capital gains taxation on Mutual Funds, PMS, AIFs & Unlisted Stocks
- Assistance with DTAA (Double Taxation Avoidance Agreement) benefits
- We offer investment solutions in both INR and USD, enabling seamless wealth creation across domestic and international markets
Why NRI's Should Invest In India
- India is projected to grow at 6.8% in 2024 and 6.5% in 2025 (IMF), supported by major reforms like Atmanirbhar Bharat and robust domestic demand, making it a prime destination for PMS & AIF investments by NRIs
- With 1.4+ billion people and a rising middle class, India offers strong demand-side economics, creating ample opportunities through professionally managed portfolios.
- Supervised by RBI & SEBI, India's financial ecosystem ensures secure, transparent, and well-governed markets for NRI investments in PMS and AIFs.
- The NIFTY 50 has delivered approx. 10% average annual returns over the last decade, reinforcing India's position as a high-growth investment market.
- NRIs benefit from Double Taxation Avoidance Agreements (DTAA) with countries like the USA, UK, Canada, and France, resulting in lower taxes on capital gains, dividends, and interest.
- The government has enabled digital onboarding for PMS and AIF investments, with minimal paperwork and full repatriation flexibility, making investing seamless and accessible for NRIs.
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Lets Hear From Our Team At PA Wealth
The speaker talks in Hindi. This is an English translation of the video’s captions.
Team member. On screen: Chandan Kumar, Relationship Manager.
“Many thanks to the PA Wealth organisation for providing us with a very good session through Sakshi Ma’am, in which we improved our knowledge and skills a great deal. This will be part of our growth throughout our professional and personal lives. Thank you so much to the PA Wealth team, their MD, and our Sakshi Ma’am, who supported and guided us.”
The speaker talks in Hindi. This is an English translation of the video’s captions.
Team member. On screen: Nandini Pahwa, Office Coordinator.
“It was really a wonderful session. We enjoyed it a lot and learned a lot. It was actually a fun session, and I thank my team and my organisation, PA Wealth, for organising such a beautiful session.”
Transcript based on the video’s captions, lightly edited for readability.
First team member. On screen: Manish Kumar, Relationship Manager.
“Hi, I’m Manish Kumar, a relationship manager at PA Wealth. I’m excited to tell you about our company’s training sessions. The training sessions at PA Wealth are excellent. They give us the latest information and skills we need to do our jobs well. We cover everything from the market to how to build great relationships with our clients.
These sessions have been very helpful for me. They have improved my ability to give personalised advice and connect better with our clients. I feel more confident creating investment strategies and staying updated with market changes. The training sessions are designed to keep us skilled and ready to provide the best service to our clients. Thank you so much.”
Second team member:
“Hi, I have been working at PA Wealth as a research associate for the last two years. One of the best parts of working here is that everyone is friendly and there is a strong sense of teamwork. Coming from a non-investing background, I can say I have learned a lot from my seniors. Our leaders are supportive and always open to new ideas and suggestions, which makes it easier for our team to learn and grow. Thank you.”
Frequently Asked Questions
NRI investment plans allow non-resident Indians to invest in India through regulated financial instruments such as mutual funds, equities, bonds, PMS, and real estate. These plans help NRIs grow wealth while complying with Indian regulations and foreign exchange rules.
NRIs can invest in mutual funds, stocks, portfolio management services (PMS), alternative investment funds (AIFs), fixed income instruments, and property. The right option depends on financial goals, risk tolerance, and investment horizon.
Yes, most NRI investment avenues operate under regulatory bodies such as RBI, SEBI, and FEMA guidelines. These frameworks ensure transparency, compliance, and investor protection when investing from abroad.
NRIs should evaluate tax implications, currency risks, liquidity, and long-term goals before investing. Consulting a professional financial advisor helps identify suitable investment strategies tailored to individual needs
Expert advisors provide portfolio planning, regulatory guidance, and diversified investment strategies. As a result, NRIs can optimize returns, manage risk effectively, and simplify cross-border investment decisions