Deep in India, with people on the ground
The money you have sent home deserves a clear plan, not to be left to drift. We help you review it as part of a live portfolio and stay connected to it with a team close to it.
Invest Beyond Borders. Stay connected to what matters.
We help you put your money to work,wherever it lives.
Most NRIs end up with money scattered: some in India, some where they live, and some spread across markets, with no single view of the whole.
We start by talking: understanding what your money is for, where it sits today, and where your life is heading.
Then we help put together a portfolio to match, and stay with it over time — reviewing it and bringing changes to your attention wherever in the world you are.
Global reach, through Kristal
Your world is not only India, so neither are we. Through our partner Kristal, we give you access to international markets. Our clients hold investments in Japan, Korea, Latin America and elsewhere alongside their India portfolio, in one view.
Situations we are built for
Your India money, reviewed with care
Money sent home too often sits unwatched for years. We help you put it to work as part of a live portfolio, with feet on the ground here so nothing is orphaned.
Access to global markets
Through Kristal, your money can work across international markets, including Japan, Korea, Latin America and more. Everything is held in one view alongside your other investments.
Moving between countries
Changing countries creates a narrow window for important portfolio and tax decisions. Preparing before your residency status changes can help keep more options open and reduce last-minute complexity.
Returning to India
Returning to India brings your overseas and India investments into one financial life. Review what should move, what should stay, and how the portfolio should work after you return.
Will my foreign savings be enough if I retire in India?
Model your own numbers. Adjust any field and your estimate updates instantly.
Illustrative only — not a forecast or advice. Past performance may or may not be sustained in future.
At retirement
Retirement savings in INRToday's purchasing power₹1,95,01,831
Corpus value at retirementNominal, future rupees₹6,25,45,013
- Total invested
- $240,000
- Assumed exchange rate today
- ₹96/$1
Illustrated corpus duration
20+ years- Monthly withdrawal (today's value)
- ₹50,000
- Corpus value after 20 years
- ₹75,01,831
- Illustrated withdrawal/mo
- ₹0
Estimate assumes a starting exchange rate of ~₹96 per $1 (July 2026) with the rupee depreciating 4% per year against the dollar. This depreciation applies only during the years you're investing in dollars. Monthly SIP contributions are modelled using your chosen return assumption in India, and the final corpus is discounted for the inflation rate you enter to show value in today's purchasing power. Once you retire, contributions stop; your monthly withdrawal is treated as constant in today's purchasing power (i.e. it rises with inflation) and is subtracted from the corpus each month as it continues to grow using your chosen return assumption. If the corpus is projected to last more than 20 years, we simply show “20+ years” rather than an exact figure. This is illustrative only and not investment advice. Actual returns, exchange rates, and inflation will vary.
What Our Clients Say
Start with a clear conversation.
Tell us what you are investing for and where you need more clarity.
Book a consultation