Management Services for Legacy Financial Matters

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NRI Services

Manage your Indian legacy assets without flying back and forth.

The NRI Challenge

Non-Resident Indians often struggle with assets left behind in India. Old joint accounts, physical certificates with parents' names, and complex KYC updates make it difficult to manage these remotely.

Our Solution

We act as your on-ground presence in India to handle the physical paperwork and follow-ups.

  • Status Conversion: Converting Resident savings accounts to NRO status.
  • KYC Updates: Linking PAN with Aadhaar (if applicable), updating Re-KYC for dormant accounts.
  • Physical to Demat: Assisting in the dematerialisation of physical shares held by you or your parents.
  • Transmission: Managing the transfer of assets from deceased parents to NRI children.

Remote Coordination

All our processes are designed to be handled via courier and email as much as possible, minimising the need for your physical presence until absolutely mandatory.