The motive behind starting a dedicated NRI desk is to provide quality advisory to NRI for their Investments in India. We have host of services available for our NRI customers. You can be assured of the best practices and high service standards from us while making your investments. We provide a one stop shop and guide Non Residents to invest in India in both financial and real estate market. We assist our NRI clients not only in the investment part but also take care of minute details in the transaction processing and documentation required for the transactions.
Our core competency lies in Insurance, Investments & Real Estate Advisory. We follow client need based advisory model after assessing your risk profile and investment objective.
We will offer you an online Wealth NEST account which will enable you to consolidate your complete investments from Equity, Mutual Funds, Fixed Deposits, Insurance, Bonds, PPF, and Real Estate etc. This website will provide you a complete cash flow and balance sheet. It is a comprehensive & flexible account which consolidates all your portfolio information in a single window. Once your account is activated you have to enter and feed in all your investments done so far. At a press of a button then the system will keep you informed of your finances and puts you in control to take smart investment decisions.
Assistance: We offer you the best services, rightly assist you in processing of PAN card and KYC, (the most difficult Part which every NRI faces) and make your investment experience in India hassle free and convenient.
PAN: We Assist NRI in processing and obtaining PAN Card.
KYC: We Assist NRI in obtaining KYC Compliance.
NRE / NRO Bank Account: We help NRI in to open an NRE / NRO Bank Account.
Our Services
Wealth Assure realises the true importance of quality service. The service commitments are to guide the actions taken at Wealth Assure. At Wealth Assure, we desire to honour our commitments at all points of time and to all customers, without any bias.
Financial Planning:
Why you should have one and how we can help to build and maintain your financial planning. Building a financial plan is the development of a roadmap to achieve financial security for you and your family. A good financial plan does many things but perhaps most importantly; it brings us closer to our financial goals by building investment capital.
Asset Allocation:
Asset Allocation is the single most determinant of a person’s wealth in the long run. At Wealth Assure we would aim to manage your portfolio with a superior, time tested & much effective way of Asset Allocation keeping in mind your risk profile.
Realty Desk:
Realty Investment has always been a big part of the overall investment and more so because of the tangibility of the asset. Finding the right property at the right value is the crux of any realty solution. Our Realty Team would be identifying properties/projects across India; the properties embrace both commercial and residential projects/properties. Under this service we will help our clients in choosing the right property for investments or for occupancy from the selected one. We would ensure that the solution that we provide is feasible, authentic, secure and profitable.
Portfolio Review:
We constantly monitor your investment & keep you updated through Portfolio Review Service every quarter.
Online Transaction:
E Account is a comprehensive online investment account that offers online investment into Mutual Fund by sitting in any part of the world.
-> Online Valuation Reporting:
-> Online Mutual Fund Transaction:
-> Unbiased Scientific Advisory Service:
-> Customer Service:
-> Quality Service: Highlights
-> Quality Advisory
*** It is mandatory for all investors (including NRI's) to submit a copy of PAN card for all type investments
- You can contact us by filling up the Contact Us form.