With a dedicated focus on NRIs, Prime Wealth offers comprehensive financial planning services, including investment management, retirement planning, and tax optimization.
1.
Happyness Factory
Happyness Factory is a Mumbai-based online platform that combines investment services with goal-based financial planning.
2.
Indus Capital
Indus Capital is a mutual fund specialist with over 20 years of experience, serving 3,000 families. They prioritize customer-first values, transparency, and shared risk.
3.
Sapient Wealth
Sapient Wealth focus on building trust-based client partnerships, simplifying complex investments, and tailoring strategies to individual goals.
4.
Etica Wealth
Etica Wealth offer independent advice across a range of products including mutual funds, and alternative investments.
5.
ASk private Wealth
ASK Private Wealth specializes in Wealth Management and Family Office solutions for Ultra High Net Worth Individuals and families, including both residents and non-residents (NRIs).
6.
equirus Wealth
Equirus Wealth offer personalized services, comprehensive financial solutions, and global investment options.
7.
What's inportant?
Choosing the right financial advisor is crucial for your financial well-being as an NRI. Focus on qualifications, experience, specialization, and transparency to find an advisor that fits your needs. The mentioned firms are trusted in the industry, but always conduct your own research and discuss with advisors before deciding. A good advisor is a long-term partner in your financial journey.
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