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Typically American Expatriates working in India, Non
Resident Indians or Persons of Indian Origin living in
USA or Individuals having businesses and or families
spanning across India and USA are likely to face
personal financial issues that need to be resolved
keeping in mind tax, legal and financial realities of
both the countries.
Events or situations where we could
help you are:-
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Relocation: You might be moving to India or USA for
work or just moving back to your home country. If you
are moving back you will need to address investment,
tax, insurance and estate planning issues. If you are
moving in for the first time, you still might want to
plan the logistics of your personal finances.
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Been working overseas (USA or India) for sometime
now: You might be a US citizen or Expatriate working in
India for more than a year and might want to have a
local office in India who could interact on behalf of
your advisors back in USA. Or you could be an Indian
working for a sustained period in USA wanting someone in
India who could take care of your finances here, keeping
in mind your American context.
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Family in India: You might be a Non-Resident Indian
Nationals now living in the United States who has assets
in
India, or who wants to have assets in India for taking
care of your parents or for your own retirement in
India.
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You might be an Investor wanting to invest in India
or set up a trust in India or do charity in India.
We believe that seeing the whole picture is the highest
truth. It therefore naturally follows, that it is
in your best interest to keep your India-USA issues in
the perspective of your whole or entire
personal financial picture. We would therefore like to
work with your financial planner in
addressing your issues. That way our advice is delivered
in the correct context…your
unique financial situation.
Our services also remain more
affordable since we remain focused on specialist issues.
It works well with us because when we get pulled in as
specialists since that way we can
help many more people like you.
In case you do not already have a
personal financial advisor, we can help
you by referring you to some of the planners we know.
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As a Financial Advisor based in USA you might have
clients, existing or prospective, which fall in the
following categories:-
1. Clients relocating to India for whom
you need to address investment, tax, insurance and
estate planning issues.
2. US citizens or American Expatriates working in India
for whom you would like to have a local office in India
who could interact on your behalf.
3. Non-Resident Indian Nationals now living in the
United States who have assets in India, or who want to
have assets in India for taking care of their parents or
for their own retirement in India.
4. Investors wanting to invest in India or set up a
trust in India or do charity in India.
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We can work with you in many ways: |
A. Help you prospect for clients
who have an Indian context;
B. Help you identify issues unique to clients with
an Indian context;
C. Work with you in creating & evaluating
alternatives and addressing your clients’ “Indian”
issues;
D. Work for you in implementing in India, your
clients decisions
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We would like to enable you and
support you in creating, building and strengthening your
client relationships. We
prefer working for you, behind the scenes. That
way we can focus on building our knowledge, expertise
and
problem solving skills instead of building client
relationships.
More importantly we can address many
more cross-border issues when US personal
financial advisors and planners come to us with specific
cross border problems than if
we were dealing with clients directly.
We integrate our billing into yours, so
you will bill your client to pay us for our services.
We also try to integrate our method of charging into
yours so that delivery of services
to your client becomes seamless. So for example, if you
charge your client hourly we
will also quote you hourly, or if you charge a retainer
we will also try and do the
same thing.
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