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NRI Services

NRI Services

India has emerged as one of the fastest growing financial markets in the world and is a preferred destination for investment among the global investor fraternity. Wealthmax Financials – will help you pick the best of products. At WealthMax, we believe in partnership driven by ethical and dynamic process for consistent wealth creation immaterial of bull runs or bear runs in the market. The Top Mutual Funds of India have always been a choice of investment for investors overseas. As an NRI, you can invest in mutual funds through WealthMax. We would provide the right & timely advice to choose your fund for investment. You can use the Non PIS bank account, either NRE or NRO to invest in mutual funds. WealthMax is consortium of many Wealth Managers across the globe working together with a common goal of giving profitable returns and state of the art services to our global NRI Clientele.
Our NRI Clientele enjoy absolute convenience of anytime-transactions and online portfolio tracking.
Many NRI's who have moved abroad have lot of Unclaimed Investments in Physical Shares, Mutual Funds, Bonds, Insurance Etc. Many face issues of Transmission Of Shares, Mutual Funds, Insurance , Getting Back Unclaimed Dividend Etc. WealthMax Helps NRI's recover their Unclaimed Investments blocked in India.

India has turned into a splendid investment destination for Non Resident Indians and persons of Indian origin. A growing & robust economy & profitable companies have together ensured that investors get maximum returns from both equity and debt markets. A highly transparent and automated stock exchange and a resonant mutual fund industry have ensured that investments are liquid and transparent. Taking advantage of this environment and our proven experience in the market.

We provide our NRI clients with a package of services designed to create a constructive, creative and hassle free investment experience in India. The company provides consultancy, execution and management services to its NRI investor clients with special attention to the administrative and legal obligations they are required to meet.

Who is an NRI?

Any person holding Indian passport who has left India for an indefinite period for the following purposes:

  • Employment
  • Business
  • Any other purpose

For tax purposes 182 days period is a cut off mark Students going abroad for education is also considered an NRI

Person of Indian Origin

It is eligible for the Indians who hold a foreign passport living abroad till the fourth generation. The PIO Card holder would be exempt from registration if his stay in India does not exceed 180 days.


Overseas Citizen of India

A foreign national, who was eligible to become citizen of India on 26.01.1950 or was a citizen of India on or at anytime after 26.01.1950 or belonged to a territory that became part of India after 15.08.1947 and his/her children and grand children, provided his/her country of citizenship allows dual citizenship in some form or other under the local laws, is eligible for registration as Overseas Citizen of India (OCI). Minor children of such person are also eligible for OCI. However, if the applicant had ever been a citizen of Pakistan or Bangladesh, he/she will not be eligible for OCI.

How to get Started ?

Please Contact us in case of any queries at Service@wealthmax.co.in or call us at +91 9811364858 (Mr. Achint Arora)