NRI Financial Centre
Connecting Global Indians to Smarter Investments
Tailored, compliant, and fully-managed investment & insurance solutions for NRIs — with repatriable structures and RBI-aligned advisory support.
“Wherever life takes you — your wealth continues to grow securely at home.”
🌍 Global Presence • India Coordination
NRI Services
- PMS • AIF • Mutual Funds
- NRE/NRO • RBI-Compliant FDs
- Insurance & Tax Advisory
- Repatriation & Cross-Border Planning
info@groupinvestment.in • +91 9594705655
RBI & SEBI Aligned
Global NRI Support
💼 NRI Investment Advisory
We design portfolios that balance growth, safety and repatriation preferences while ensuring RBI & FEMA compliance.
- Mutual Funds (Regular & SIP)
- PMS — Institutional-grade discretionary portfolios
- AIF access (Category I/II/III)
- Bonds, NCDs & Government Securities
- Fixed Deposits (Bank & Corporate)
- Real estate investment assistance
Features: RBI-compliant options • Repatriable & non-repatriable planning • Periodic performance reviews
🛡️ NRI Insurance Solutions
Available plans
- LIC Life & Endowment Plans (NRI eligibility)
- Term Insurance (online & offline)
- Health & Mediclaim policies for family in India
- Child education & pension plans
Benefits: global documentation help, medical test coordination & claim settlement support in India.
Why NRIs choose us
- Repatriation-friendly investment structures
- Local claim assistance & family support
- ITR & tax guidance for investment income
🌏 End-to-End Documentation & Compliance
We coordinate with banks, trustees and fund houses to ensure KYC, FATCA/FEMA and repatriation rules are followed — removing operational friction for NRIs.
- KYC & NRE/NRO account linking
- FATCA / CRS declarations & filings
- FEMA-compliant investment setups
- Power of Attorney & documentation support
Support includes POA creation, authentication aid and liaison with custodians & banks for repatriation.
🧾 NRI Taxation & Filing Assistance
Handle Indian tax filing and cross-border tax issues with confidence. Our team works with tax specialists to ensure accurate filings and optimal outcomes.
- NRI ITR filing (income & capital gains)
- DTAA & double-tax relief guidance
- TDS reclaim & refund tracking
- Investment-linked tax planning
We coordinate with CA partners for DTAA, TDS reclaims and capital gains reporting for NRIs.
🕴️ Corporate & Family Office Services
Structured advisory for NRI business owners and family offices — investments, trusts, estate planning and India-based legal support.
- Business & partnership investment advisory
- Trust & estate planning support
- Real estate purchase & management assistance
- Liaison with banks, PMS & AIF managers
Execution & reporting
We deliver audit-ready transaction reports, portfolio consolidation and periodic reviews with a single relationship manager to coordinate across services.
🫶 Personalized Relationship Management
- Dedicated relationship manager for each NRI client
- Digital coordination via email, secure docs & scheduled calls
- Periodic performance reports and rebalancing suggestions
- Concierge support for claims, ITR filing & repatriation
Presence & coordination: Mumbai • Pune • Dubai (partner desk) • London (online coordination)
Ready to secure your workforce & grow corporate wealth?
Request a custom proposal for group insurance, employee benefit funding or corporate investment advisory.