Expert NRI

Materials Hack
Playground for innovative materials powered by Borealis.
8th-10th July – Vienna, Austria
2.5
days Hackathon
3
weeks Incubation
2
winning teams
24K
cash prizes
No. 804, Mauryansh Elanza, B/S. Parekhs Hospital, Shyamal Cross Roads, Satellite
Ahmedabad Gujarat 380015
India
General information: 

Based in Ahmedabad, Gujarat, Expert NRI is one of the best financial advisor firms in India, dedicated exclusively to serving the global Indian diaspora. With a deep understanding of the unique challenges Non-Resident Indians (NRIs) face when managing their wealth across borders, we provide a comprehensive range of NRI Wealth Management Services in India, tailored to secure your financial future while keeping you compliant with Indian regulations.

Our suite of services spans everything from NRI remittance and repatriation services in India to complex portfolio strategies. Whether you're looking to streamline your cross-border financial operations or seeking to make informed decisions about your investments back home, Expert NRI is your dependable financial concierge.

As experienced NRI Tax Consultants India, we simplify the complex Indian tax system for NRIs. Our NRI Tax Services in India ensure that your global income, assets, and returns are reported and managed correctly to avoid penalties and remain fully compliant with evolving regulations. From filing returns to capital gains advisory, our tax experts handle it all with precision and confidentiality.

Navigating life changes such as returning home is another critical area we support. Our NRI transitions services in India offer guidance to NRIs returning to India, helping them plan for a smooth reintegration financially, legally, and logistically. From converting bank accounts and reviewing existing overseas investments to realigning tax residency status, we ensure a seamless transition.

At Expert NRI, we offer all-encompassing NRI Financial Management Services in India that cover banking, investments, insurance, and succession planning. Whether you're looking to transfer assets, diversify your investments, or create a legacy plan, we bring unmatched clarity and control to your financial life.

We specialize in NRO to NRE fund transfer processes while ensuring full compliance with FEMA regulations for NRIs. Our professionals also provide expert NRO account management in India and NRE account management in India, helping you maintain efficient liquidity, optimal tax treatment, and strategic cash flow planning.

India is full of potential, and we help NRIs tap into it wisely. Our experts offer personalized insights into NRI Investment Opportunities in India, including mutual funds, government bonds, and equity markets. For those looking at real estate as a long-term strategy, we specialize in NRI Investment in Real Estate, providing legal due diligence, financing assistance, and post-purchase management.

As the landscape of global finance evolves, we are also aligned with futuristic investment destinations like the Gift City Investment zone in Gujarat. Gift City represents a thriving hub for international financial services and offers NRIs a tax-efficient, compliant way to participate in India's economic boom.

What sets Expert NRI apart is not just our knowledge, but our dedication to personalized service, ethical practices, and complete transparency. Our clients rely on us not only for wealth creation and preservation but for peace of mind — knowing that every rupee, every regulation, and every opportunity is managed by professionals who care.

If you're seeking the best financial advisor firms in India to handle your NRI-specific needs, look no further than Expert NRI. We bring you the best of both worlds — global understanding and local expertise — to help you achieve your financial goals in India, securely and efficiently.

Company information: 
Company type: 
Consulting Service
Industry: 
Financial Services
Founded when: 
Sunday, 1 April, 2012
Total numbers of employees: 
20
Products and Services: 
NRI Investment
Product category: 
Investment advising

FEMA vs. Income Tax

  • FEMA governs all foreign exchange transactions involving residents and NRIs—whether it’s loans, gifts, property deals, foreign investments, or migration-related remittances. In contrast, the Income Tax Act only addresses the taxation aspect of these activities. While FEMA ensures legal compliance with cross-border transactions, income tax laws determine how these are taxed.
  • Our guidance helps NRIs understand both frameworks, avoid non-compliance, and make informed decisions that save taxes and offer peace of mind.

Strategy & Planning

  • Effective wealth management begins with clear strategy and planning—understanding why, where, and how to manage your finances. We help clients define life goals, prioritize them, and strategically allocate funds and resources.
  • Our approach simplifies financial decisions, reduces risks and surprises, enhances execution speed, optimizes returns, ensures liquidity, minimizes taxes, and streamlines compliance. The result is a more organized financial life that brings clarity, peace of mind, and greater happiness for the entire family.

Nomination & Joint ownership

  • Ownership and nomination rules vary across asset classes. Typically, a nominee is only a custodian—not the legal owner—of the asset, responsible for transferring it to the rightful heir or as directed in a will. Misunderstandings in this area can lead to conflicts or delays in wealth transfer.
  • We offer expert guidance on how assets and investments should be structured, and help you choose appropriate nominees and joint ownership setups to ensure smooth, conflict-free succession and efficient wealth transition to the next generation.

Various Investment Options

  • We provide expert guidance on a wide range of investment avenues—Equity, Debt, Mutual Funds, PMS, AIFs, and more—tailored to your goals and risk profile. Whether on a repatriable or non-repatriable basis, we help you decide how, when, where, why, and how much to invest, ensuring your portfolio is optimized for growth, compliance, and long-term success.

GIFT City Investments

  • GIFT City (Gujarat International Finance Tec-City) is emerging as a premier hub for NRIs seeking seamless and tax-efficient investment options in India. With relaxed regulations, zero capital gains on certain securities, and access to global financial products, GIFT City offers NRIs a strategic gateway for investing in India.
  • We guide NRIs in leveraging these benefits through eligible funds, IFSC accounts, and structured products—ensuring compliance, optimal returns, and simplified repatriation.

Monitoring & Reporting

  • We regularly monitor our client’s portfolio and provide timely suggestions for any change needed in the investment portfolio.
  • We also provide reports of the investments managed by us that are very easy to review and understand. Ongoing monitoring and regular reporting helps ensure investments are as per IPS, whether any rebalancing or tactical asset allocation is required or any change is to be made based on situation, circumstances or market factors.

Global Multi Asset Portfolio – Tax Efficiency

  • Building a global multi-asset portfolio offers diversification, but managing it tax-efficiently is crucial. We help structure your investments across geographies and asset classes—equity, debt, real estate, alternatives—while minimizing tax liabilities through smart jurisdiction choices, repatriation planning, and use of tax treaties.
  • Our strategies ensure global exposure with optimized post-tax returns and full compliance.

Contact:

Login or register to see the contact information!

Address information

No. 804, Mauryansh Elanza, B/S. Parekhs Hospital, Shyamal Cross Roads, Satellite
Ahmedabad Gujarat 380015
India
Latest startups
IT - SaaS
Education, Healthcare / Medical Services, IT - Software Development