Wealth Management
Wealth Management Services
We, at NRI Wealth Management, offer a full range of wealth management solutions that are thoughtfully and meticulously designed to meet the unique and distinct financial needs of affluent individuals and families like yours. Our wealth management service range goes way beyond just conventional and traditional investment advice. Wealth Management is a holistic and consultative process wherein our team puts in the time to understand your characteristic and unique current financial position, personal goals and aspirations and then we develop a custom strategy to aide you in achieving those goals
The way we approach Wealth Management integrates a wide range of financial services which ensures that all aspects of your financial life are efficiently and effectively in line. Often times we find that people are navigating the complexities of investment strategies, estate planning, tax optimization, and retirement planning through multiple professionals. Instead, you, as our client, get to benefit from a one stop shop of a unified solution. As we will step into the role of your dedicated wealth manager, we become the primary liaison for all professionals involved to manage your wealth – such as tax professionals, attorneys etc, wherein we are the ones who will coordinate and collaborate on your behalf, for services across the board to align your goals and needs.
The wealth management services offered by our firm to you are crafted meticulously to encompass every single aspect of your financial journey. These are inclusive, but not limited to:
Portfolio Management: Tailored investment strategies designed to grow and protect your wealth.
Financial Planning: Strategic advice to help you plan for major life events, including retirement, education, and wealth transfer.
Estate Planning: Structuring your estate plan to ensure smooth wealth transfer from one generation to the other and protection of your legacy.
Tax Planning & Optimization: Leveraging advanced tax strategies to maximize financial growth.
Retirement Planning: Creating a roadmap to ensure financial security throughout your retirement years by managing investments in your pre-retirement years.
Insurance Services: Ensuring you have the right coverage to protect your wealth and your family.
Business Succession Planning: Developing a strategy for the future transition of your business or family assets.
We offer to you a blended, amalgamated and coherent approach to wealth management and by doing so, we enable you to simplify your financial life. As a thoughtful alternative to juggling amongst multiple advisors and services, which may be confusing and inefficient, we coordinate everything in-house so as to ensure seamless-ness and efficiency throughout the whole process. We are profoundly proud to be able to provide a bespoke and comprehensive plan that is fully capable of evolving with the evolution of your financial life.
As a 100% fiduciary firm, our fee structure is based solely on AUM (Assets Under Management) – which means that our interests are integrated seamlessly and are in tandem with your interests; as your wealth grows, so do are incentives to work devotedly in our shared best interest.
We at NRI Wealth Management are wholly dedicated to provide a strategic and long-term solution to the complex financial needs of affluent and high net-worth individuals and their families. Your priorities could be wealth preservation, succession of a business, tax efficiency, or transfer of generational wealth – we are here to guide and assist you through each phase of this journey, which will help you achieve and sustain the life that you envision for your family and yourself.