A senior executive in a MultiNational Corporation with income in multiple currencies, assets across jurisdictions, and cross-border tax exposure. While based overseas, they maintain significant investments and family ties in India and are considering long-term re-entry.
Wealth Management Focus
- NRI-focused investment strategy, repatriation support, and integrated family wealth management.
Challenges
- Fragmented investments across India with no consolidated view or repatriation roadmap.
- Cross-border income and assets were not aligned to a clear financial strategy.
- Complex global income and tax exposure, with concerns around FEMA, DTAA, and compliant investing.
- Inadequate documentation created access and continuity risks.
- Lack of access protocols left the family unsure how to monitor or manage their investments.
- Parental assets in India, especially real estate, were unaligned with the family’s overall wealth strategy.
- Despite interest in Indian equities, there was no clear, conviction-led approach to scale exposure in a risk-aligned manner.
How We Helped
- Mapped and integrated India and overseas holdings to provide a consolidated view across jurisdictions and asset classes.
- Enabled smooth, compliant cross-border flows aligned with the family’s long-term wealth strategy.
- Advised on cross-border structuring levers, including Gift City, to optimise taxation and repatriation flexibility.
- Simplified ownership, documentation, and access structures to ensure long-term continuity and shared visibility within the authorised family members.
- Designed a balanced investment framework tailored to risk appetite, liquidity needs, and long-term objectives.
- Selected investment ideas across domestic and global markets, aligned with the client’s diversification and capital growth objectives.
- Provided strategic guidance on India-based real assets to ensure they supported the family’s long-term liquidity and succession planning.