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Products:

  • 1:1 session with CA on Tax Consultancy/ Advisory
  • Help in ITR Filling in India and well as in your source countr
  • Form 15CA-15CB for Remittances 
  • Other reporting requirements like FEMA, IRS
  • Incorporation of entities in India as well as in foreign countries
  • Inheritance Planning and Tax guidance on the same
  • Other services like Lower TDS, DTAA Consultancy, Advance Tax Planning, Capital Gain working

Price : services starts with USD 50

Products:

  • 30 min 1:1 session on NR Banking Services 
  • An unbiased guide on out of 90+ commercial banks in India, Which bank is suitable and preferable to your needs and requirements
  • A comprehensive guide on various services and Interest rates 
  • Assistance in the NRO & NRE account opening process
  • Quick advice on FCNR FDs, GIFT FDs, Bank FDs, NBFC FDs, etc. also help in the execution.

Price : USD 100 50

Products:

  • NRE Fixed Deposits (FDs) – Tax-free returns for NRIs.
  • Gift City Route – Leverage India’s 1st ISFC route
  • Life Insurance Products – Tax-saving and gauranteed insurance solutions
  • ELSS Mutual Funds – 3 years lockin

Features:

  • Products with tax benefits or tax-saving potential
  • Attractive post-tax returns, easy onboarding
  • NRE FDs and LIfe insurance products – Exp. IRR 6-8% (no tax)
  • GIFT City products have min. ticket size of USD 1,50,000.

Save Today, Prosper Tomorrow - Smart Tax Moves!

Products:

  • P2P Lending – Get Higher returns through RBI regulated Instrument Peer to Peer
  • Securitised Debt Instruments (SDIs) – Explore various asset classes under SEBI regulated listed instrument
  • Fractional Real Estate – Get and exposure of Real Estate in Financial Product
  • Unlisted Opportunities & Pre IPOs – Invest in India’s promising unlisted and pre IPO opportunities

Features:

  • Ideal for those who want double-digit returns without equity market risk
  • Expected IRR 10-15% (for unlisted and pre-IPOs, no standard expectations)
  • Risk is Moderate, Credit risk and Interest risk are there
  • Suitable tenure of more than three months to 5 years

Naye Bharat ki, Nayi Choice

Products:

  • Debt Mutual Funds– Steady returns with diversified debt investments.
  • Fixed Deposits (FDs)– Secure and predictable returns.
  • Non-Convertible Debentures (NCDs) – Higher yields with fixed income.
  • Bonds – Government and corporate bonds for stable returns.

Features:

  • Ideal for those who are uncomfortable with equity volatility
  • Expected IRR 7-10%
  • Risk is Lower, Credit risk and Interest risk is there
  • Suitable tenure of more than six months to 10 years

Steady as a Banyan Tree - Grow Your Wealth Securely

Products:

  • Portfolio Management Services (PMS) – Customised investment strategies (Min ticket size Rs. 50 Lacs)
  • Alternative Investment Funds (AIFs) – High potential opportunities (Min ticket size Rs. 100 Lacs)

Features:

  • Ideal for Matured and Seasoned Investors
  • Expected IRR 20-40% in the long run
  • Risk is higher; one may see negative returns too
  • Suitable tenure of more than five years

For Those Who Play Big - The Maharaja's Investment Choice!

Products:

  • Direct Equity (through PIS, Non PIS) – Participate in India’s booming stock market
  • Mutual Funds – Diversify your investment across the sectors, themes and market cap
  • Exchange Traded Funds (ETFs) – Low cost, diversified exposure, various strategies
  • Index Funds: Invest in India’s top indices and grow with the economy

Features:

  • Ideal for those who understand equities, volatility and want multifold returns in long term
  • Expected IRR 14-25% in the long run
  • The risk is higher; one may see negative returns, too
  • Suitable tenure of more than 3-5 years

Be the part of Samridhh Bharat!

Other services

Your needs, our solutions – Customised Services

  • NRI Insurance
  • NRI Documentation
  • Assistance on NRI Homecoming

Banking Solution

Connect First, Choose the Right Bank in India

  • 30 min 1:1 session on NR Banking services in India
  • Help in opening NRE & NRO Account
  • No need to visit India
  • Analysis of NR banking services

Taxation Solutions

Simplify your Taxation and Compliance in India

  • 1:1 session on taxation advice with CAs and CFPs
  • ITR in India as well as source country
  • Tax calculations, workings and check compliances

Investment solutions

We believe in Purpose not Numbers – Discover Our Solutions!

  • Explore our purpose driven solutions
  • Wide range of offerings from 5-40% IRR
  • Easy onboarding, online transactions and Digital access