NRI Investment Services

Financial Advisory NRIs

Elevate Your Global Finances

Navigating the complexities of investing across multiple economies can be daunting. TBNG specialises in NRI investment solutions, helping you diversify your portfolio, optimise returns, and achieve your long-term financial goals.

Why Choose TBNG?

Experience the power of global diversification and personalised NRI financial planning. TBNG’s expertise delivers a strategic and streamlined approach to growing your wealth across borders.

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How does TBNG work with NRIs?

Managing finances across borders can be complex. Here’s how we at TBNG, a fee-only advisor, empower NRIs like you:

Unbiased Guidance, Tailored for NRIs: Our advice prioritises your goals, not commissions. We understand NRI’s challenges and craft personalised plans aligned with your unique situation.

Crystal Clear Fees, No Hidden Costs: We operate with a transparent fee structure, so you know exactly what you’re paying for upfront. Focus on building your life abroad, not deciphering bills.

Long-Term Partnership, Built on Trust: We build trust through open communication and accountability. We’re here to guide you through the complexities of international financial planning with confidence.
Holistic Approach to Your Wealth: From retirement planning to tax strategies, we consider all aspects of your financial life to ensure a secure future, wherever you call home.

Your Interests Come First, Always: As fiduciaries, we’re legally bound to prioritise your financial well-being. Our recommendations are based solely on your goals and risk tolerance.

With TBNG, navigate the complexities of NRI finances with a trusted advisor by your side.

TBNG offers tailored financial planning, cross-border investment expertise, and comprehensive tax-efficient investment plans specifically for NRI investors. Here are the details:

Personalised Plans for Your NRI Journey: Our advisors create investment plans considering your residency, tax implications, and long-term goals.
Global Investment Expertise: We navigate international markets, manage regulations, and minimise currency risk to optimise your portfolio.
Tax Savvy Strategies: Our tax specialists ensure compliance and minimise your tax burden across jurisdictions.
Seamless Estate Planning: Our team structures inheritances, establishes trusts, and ensures smooth asset transfers, following all legal requirements.
Your Global Financial Network: Leverage our network of tax advisors, lawyers, and real estate agents for complete financial support.
Tech-Powered
Convenience: Manage your investments from anywhere with our secure online tools and communication platforms.
Stay Informed, Invest Confidently: Access educational resources, market updates, and insights tailored to NRIs.
Your Dedicated Partner: Benefit from a personal relationship manager who provides ongoing support and helps you achieve your financial goals.

At TBNG, understanding the specific needs of NRIs is a core tenet of our service. At TBNG, you’ll benefit from a dedicated team of specialists versed in the intricacies of NRI finance. Our expert’s deep knowledge covers cross-border investments, international tax regulations, and currency exchange risks, ensuring you receive expert guidance tailored to your unique situation. This personalised approach empowers you to navigate the complexities of international financial planning with confidence, knowing you have a team of experienced professionals by your side every step of the way.

Gift City presents exciting opportunities for NRIs, and TBNG is here to guide you every step of the way. Our team of specialists is well-versed in Gift City’s unique regulations and tax benefits for NRIs. We’ll help you navigate the framework, ensuring your investments are compliant and maximising tax efficiency.

Beyond compliance, we go a step further. We identify suitable investment options within Gift City that align with your risk tolerance, return goals, and liquidity needs. Whether you’re interested in capital markets, business ventures, or real estate within Gift City, we’ll craft a personalised strategy to help you capitalise on the immense potential this financial hub offers. With TBNG by your side, you can invest in Gift City with confidence, knowing you have experienced professionals guiding you towards maximising your returns.

Financial planning for NRIs goes beyond traditional methods. Here’s why TBNG is your perfect partner:

Understanding the Complexities: NRIs juggle multiple income streams, global assets, and foreign tax laws. Our expertise lies in untangling these complexities to create a holistic plan.
Your Residency, Our Expertise: Residency status heavily impacts financial goals. We factor in your situation, be it returning to India, building a life abroad, or anything in between.
Beyond Borders, Streamlined Planning: We navigate international tax implications, currency fluctuations, and cross-border investments to ensure your wealth grows efficiently.
Tailored Strategies for Your Goals: Whether it’s securing your future retirement, preserving wealth for your family, or achieving financial independence, we craft a personalised roadmap to get you there.

NRIs have various retirement options, like NRE/FCNR accounts, NPS, investments in Gift City, and international retirement plans. TBNG tailors its plan considering currency fluctuations, taxes, and cross-border regulations, ensuring financial security for NRIs pre and post-retirement.

Living abroad shouldn’t mean leaving your Indian investments behind. TBNG provides:

Remote Monitoring: We keep a watchful eye on your portfolio, even from afar.
Regular Updates: Stay informed with clear and consistent communication.
Proactive Rebalancing: We adjust your portfolio to stay on track with your goals.

Focus on your life abroad, while we handle your Indian investments in India.

Investing in India while abroad comes with unique tax considerations. TBNG helps you navigate them:

Tax-Smart Strategies: We craft investment plans that minimise your tax burden under Indian law, maximising your returns.
Taxation As NRIs: Our team understands the complexities of NRI taxation, and ensures compliance and minimising liabilities.

Focus on growing your wealth, we’ll handle the tax complexities.

Market shifts and regulations can be tricky to navigate from afar. Here’s how TBNG empowers NRIs. Our team stays on top of market trends and regulations, keeping you informed. We don’t just react, we anticipate. We craft plans to capitalize on opportunities, even amidst uncertainties. Invest in India with confidence, knowing TBNG is by your side.

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Deepa is the driving force behind the success of TBNG Capital Advisors' Bangalore office. With a Certified Financial Planner Certification and MBA degree with 6 years of experience, she expertly manages all the clients in Bangalore single-handedly, leveraging her extensive knowledge and expertise. Her determination and dedication are evident in her commitment to turning her clients' dreams into reality. By thoroughly understanding their goals and working collaboratively, Deepa ensures that each client's financial journey is smooth and successful. Her exceptional client-advisor relationships are built on trust and confidence, with clients valuing her advice and recommendations. Beyond her professional achievements, Deepa is a fun-loving individual who practices yoga daily, bringing discipline and balance to her work. Her holistic approach to life and work makes her an invaluable asset to TBNG Capital Advisors and a trusted partner for her clients.