Concierge Services
Your personal financial command centre.
Beyond advice — we handle the complexity. We eliminate the paperwork, coordination burden, and regulatory complexity that comes with managing wealth across borders and institutions. You focus on your goals; we handle everything else.
Built on a considered shelf.
Global Account Setup
Assistance with opening NRE/NRO/FCNR accounts, international brokerage accounts, and global banking relationships.
Cross-Border Tax Filing
Coordinated tax filing in India and your country of residence — ITR, FBAR, foreign income disclosures, and more.
FEMA & RBI Compliance
Expert guidance on repatriation, LRS transfers, ODI, and all FEMA/RBI regulations affecting NRI wealth.
Document & KYC Management
End-to-end KYC coordination across banks, AMCs, and brokers so you never chase paperwork again.
Premium Lifestyle Services
Introductions to premium lifestyle networks — airport concierge, priority banking relationships, and private event access.
Dedicated Relationship Manager
A single point of contact for every financial query, coordination task, and advisory need — available on your schedule.
Talk to a senior advisor.
A 45-minute consultation, written assessment, no obligations.