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Projects

** One Stop Solutions for Non Resident Indians and High Net Worth Individuals **

Financial

Financial Services

024 Facilitated closure of fixed deposits and investments

Facilitated closure of fixed deposits and investments in case of death, after obtaining “Family Tree” certificate from Tahsildar, for USA clients.

023 Coordinated with our lawyer for registration of family “WILL"

Coordinated with our lawyer for registration of family “WILL for multiple NRI clients

Financial Services

022 Facilitated opening of NRE and NRO accounts for several NRI clients

Facilitated opening of NRE and NRO accounts with Private Banks and public sector banks for multiple NRI clients with due documentation.

021 Facilitated closure of long outstanding mutual funds

Facilitated closure of long outstanding mutual funds after completing the documentation and ensured the receipt of the amount for our NRI clients

Financial Services

020 Facilitated updating existing as well as organizing new Aadhaar and PAN card

Facilitated updating existing as well as organizing new Aadhaar and PAN cards for NRI clients.

019 Completed Filing of Income Tax returns for many of NRI clients

018 Facilitated repatriation of funds from India to US  

Facilitated repatriation of funds from India to US for a number of NRI clients

NRO account

017 Facilitated the opening of an NRO account for one of our clients.

016 - Assisted our clients for investments in mutual funds

We assisted our clients for investments in mutual funds through our financial partner.

015 - Assisted in investing in REC Bonds

We assisted in investing in REC Bonds subsequent to sale of property for our NRI Clients.

014 - Facilitated conversion of the proceeds from the matured amount in LIC policy and invested

Facilitated conversion of the proceeds from the matured amount in LIC policy and invested them in the LIC pension plan that was secured and best suited for one of the NRI clients.

013 - Facilitated purchase of Pradhan Mantri Vaya Vandana Yojana (PMVVY) bonds

Facilitated purchase of Pradhan Mantri Vaya Vandana Yojana (PMVVY) bonds, a beneficial investment scheme by the Government of India for senior citizens, from LIC policy for one of the senior citizens.

012 - Facilitated opening of trading account

Facilitated opening of trading account for equity shares transactions for a senior citizen.

011 - Arranged the closure, including transfer of account balances

Completed all the necessary formalities and arranged the closure, including transfer of account balances in the bank, for one of the NRI clients.

010 - Coordinated opening of Fixed Deposit accounts

Coordinated opening of Fixed Deposit accounts and provided other bank related services for senior citizen consequent upon recent mergers of certain banks.

009 Successfully completed the exit formalities

Successfully completed the exit formalities and the process of surrender of shares of Wintac Limited, for one of our senior citizen clients. The exit offer was given to the shareholders as Wintac Limited was being acquired by another promoter.  All necessary documentation has been completed in coordination with the Registrars of Companies (ROC) to get the proceeds from the shares surrender.

008 Assisted a few clients in making financial investment in PMVVY

Assisted a few clients in making financial investment in PMVVY bonds, REC Bonds, Senior Citizen tax saving bonds.

007 Assisted a few clients in submission of 15H form

Assisted a few clients in submission of 15H form while submitting Income Tax Returns and thus helping them to claim relief from TDS deductions on income generated from interest on Fixed Deposits in Banks.

006 - Assisted one of our NRI clients in investing in Tax saving deposits

Assisted one of our NRI clients in investing in Tax saving deposits, Pradhan Mantri Vayu Vandana Yojana (PMVVY) Bonds and REC (Rural Electricity Corporation Limited) Bond.

005 - Facilitated projects such as closing the death claims, changing of nominations

Facilitated projects such as closing the death claims, changing of nominations for bank accounts and LIC policies, closing the deceased bank accounts, post office and other investments.

004 - Assisted our NRI Client’s parent with investment opportunities

Assisted our NRI Client’s parent with investment opportunities and completed the process end-to-end. The investments were made in Kisan Vikas Patra & Pradhan Mantri Vayu Vandana Yojana.

003 - Facilitated our NRI Client with LIC Maturity proceeds

Facilitated our NRI Client with LIC Maturity proceeds by completing the documentation formalities and the amount got transferred to the client’s account.

002 – Delivery of cash to our senior citizen clients

During the lock down period of April and May 2020, we assisted few senior citizens clients by delivering cash for their immediate requirement after withdrawals from ATMs.

001 - Services related to Equity shares

Assisted one of our USA clients
(1) Claiming the shares dividend amount by submitting necessary documents
(2) Submitted documents for conversion of physical shares into Demat and credit to their account complying with statutory regulations.