India has the opportunity.
You have the ambition.

All that was missing, was a bridge between the two.

Your all-in-one gateway to setting up investments, insurance and tax in India. We eliminate the paperwork headache, bridge the time zones, and connect you with trusted, licensed partners in India, so you stay in complete control of your money.

hero-third-svg-three
hero-second-svg-two
hero-insurance-card

What We Do

Clear Options. Zero Confusion. Full Control.

All of it, handled.

Navigating Mutual funds, Life and Health Insurance, NRE/NRO accounts, GIFT City options from abroad shouldn’t be complicated. We give you direct, side-by-side factual comparisons and clear guidance so you can make informed decisions with confidence and connect you to licensed platforms and partners to execute.

How It Works

From your first question to getting things done.

No jargon. No pressure. Just clarity.

Step 1

Start the conversation

A free call or WhatsApp chat, no forms, no obligation. You share your situation, your goals, your questions. We listen. We take our time to understand before we say anything at all.

Step 2

We share the full picture

We walk you through clear, factual information and side-by-side comparisons across investments, insurance and documentation, so you leave the conversation better informed than when you started. No recommendations, no pressure - just clarity.

Step 3

You decide, we connect and coordinate

Once you know what you want, we make it easy to act. We connect you to the right licensed channel - our SEBI-registered partner platform (Wealthy) for investments, leading insurers under our IRDAI licence for cover, empanelled Chartered Accountants for tax - and handle the documentation around it, so nothing falls through the cracks.

Step 4

We stay with you

This isn’t a one-time transaction. We stay available as your single point of contact, for questions, periodic check-ins or simply when life changes and you want to revisit things. No chasing, no confusion. Just one number to call.

NRIs worldwide, most without a structured India plan
0 M+
Historical Nifty 50 annual returns over the long term
12- 0 %
India projected among the world's three largest economies by 2028
Top 0
Remitted to India by NRIs every year, the largest inflow in the world, yet most of it sits uninvested in savings accounts or real estate
$ 0 B+

Plan With Clarity

Tools to help you think ahead.

Run the numbers before your first conversation. These calculators give you a clear picture of what’s possible, so you come prepared and confident.

SIP

See how small monthly investments grow over time

Retirement

How much do you need to retire comfortably?

SWP

Plan a steady monthly income from your investments

Lumpsum

Project returns on a one-time investment

SIP to SWP

See how much to invest now to draw an income later

XIRR

Measure the true annualised return on your investments

Common Questions

Frequently Asked Questions

Common questions on financial planning and investing

Our concierge service, the guidance, the discovery, the coordination, connecting you with the right people, is completely free. We earn a small trail commission from mutual fund houses on assets under management. This is a transparent, regulated arrangement and our interests align with yours. Some ancillary services carry their own costs, PAN card applications have standard government fees, and professional services like tax filing are delivered by our specialist CA partners, priced on a requirement basis and agreed upfront, before any work begins. The 15-minute discovery call to scope what you need is free — you only pay the specialist for the work you choose to go ahead with.

Yes. Our specialist CA partners handle NRI tax filing, capital gains, DTAA treaty relief, repatriation certificates, lower-TDS certificates and income-tax notices — and we coordinate it all end to end as your single point of contact. You deal with us; the right specialist is brought in behind the scenes. Start with a free 15-minute discovery call.

Yes, and this is the question every NRI wants to ask but rarely does. If you invest through an NRE account, both your principal and returns are fully repatriable, meaning you can transfer the money back to your overseas account at any time without restriction. NRO account investments have some annual limits on repatriation but are still accessible. The key is setting up the right account structure from the start, which is exactly what we do with you. Your money is never locked in India against your will, the rules are clear, the process is established, and we make sure you understand it fully before you invest a single rupee.

In many cases, significantly so, and for one reason most NRIs don’t realise until they compare. Overseas life insurance premiums are often stepped, increasing by 10 to 15% each year as you age. Indian term insurance plans typically offer a flat, fixed premium for the entire policy term, meaning the amount you pay in year one is the same in year twenty. Combined with substantially lower base premiums and often higher coverage, the long-term value difference can be dramatic. Our insurance advisors compare plans across multiple providers so you can see the full picture and make an informed decision.
GIFT City (Gujarat International Finance Tec-City) is India’s first international financial services centre. Funds domiciled there allow NRIs to access Indian markets with specific structural advantages, transactions in foreign currency, simplified compliance and potential tax efficiencies. Whether GIFT City is right for you depends on your country of residence, investment goals and overall financial picture. We help you understand the comparison clearly so you can decide what makes sense for your situation.
Absolutely. A PAN card is required before you can invest in Indian mutual funds, but getting one as an NRI is straightforward, and we coordinate the entire application with you. The process is completed online and typically takes two to three weeks. We also handle KYC completion and any other documentation needed to get you investment-ready. No prior setup is required before your first conversation, we start from wherever you are and take care of the rest.
Yes. NRI Global Hub serves not just Indians living abroad, but their families and contacts in India as well. Whether it is a parent needing term insurance or health cover, a sibling looking to start investing, or a family member who wants guidance on their options, we extend our full concierge service to Indian residents. The same team, the same approach, the same commitment to clarity.

Our Blogs

CONTACT US

Let’s Connect

Tell us where you are and what you’re looking to do. We’ll get back to you within one business day, no jargon, no pressure.

Contact Us - Global

No payment information will ever be requested. This is a free service.