NRI Investment Solutions refer to specialized financial and investment services tailored specifically for Non-Resident Indians (NRIs), Person of Indian Origin (PIO), and Overseas Citizens of India (OCI). These solutions address the unique challenges and opportunities NRIs face in investing across international and Indian markets while complying with regulatory and tax requirements.
At AKM Wealth we provide personalized Investment Solutions Services that align your financial goals with the right investment strategies. Whether you're planning for retirement, building wealth, saving for your child's education, or looking for tax-efficient options, we guide you through the entire process.
Comprehensive investment solutions designed specifically for Non-Resident Indians
Personalized risk assessment
Setting realistic, measurable financial goals
Diversification across mutual funds, bonds, ETFs, PMS, and other products
Domestic and international investments
SIPs and lump sum strategy
Active vs. passive fund allocation
Debt vs. equity planning
Quarterly/half-yearly performance checks
Strategy shifts as per life-stage or market movement
Tax-saving investment plans under Section 80C
Capital gains planning
Offshore mutual funds (GIFT City)
Tax-efficient strategies for global clients
We expertly manage every aspect of your financial life with professionalism and care.
SEBI: SEBI-registered experts
Zero conflict of interest: client-first approach
Data: driven investment solution using modern tools
End-to-end support: onboarding to execution
Transparent: Transparent, audit-friendly reporting
Get in touch with our experts today and discover how we can help you achieve your business goals.
Find answers to common questions about our consulting services and process.
An investment solution service provides expert guidance on where, when, and how much to invest based on your financial goals, risk profile, and investment horizon
Direct investing may lack strategy. With guidance, you receive personalized planning, goal tracking, portfolio rebalancing, and tax-efficiency — tailored to your unique needs.
Absolutely. We offer goal-based planning for investors of all sizes — whether you're starting with any amount.
Yes, we offer specialized NRI-focused services, including access to GIFT City mutual funds, tax planning, and repatriation support.
We review and update your portfolio quarterly or semi-annually, depending on your plan. Sudden market shifts or life events may trigger interim reviews.
We provide a wide range of products including mutual funds, ETFs, bonds, PMS, AIFs, and fixed deposits, based on suitability.
Leading business consulting firm helping companies achieve sustainable growth through strategic planning and expert guidance.
Unit No. 509, Block B; The One; 5 RNT Marg, Opposite DAVV University, Indore – 452001 (M.P.) India
“Mutual Fund Investments are subject to market risks read All the schemes related offer documents carefully before Investing”
“We are AMFI Registered Mutual Fund Distributor”
© Akm Wealth Pvt Ltd 2022-25
Design By Cloud Zappy
