NRI Support || Your Indian Partner

Based on our years of extensive, specialized experience, we believe the most effective legacy planning is a little backwards. It starts not with what you have, but what you want. Understanding the business and personal aspects of your goals, needs and decisions comes first with the specialists in our legacy planning practice group.

We consider your entire financial landscape and objectives to build an action plan customized to you. So, every opportunity we present to enhance and manage your wealth can be a truly rewarding one.

Ensuring a smooth succession and planning for future generations is integral to the long-term viability of our Family Office Offerings. Once, we get to know you, we can help you structure:.

• Business valuation and family business succession planning.
• Charitable planning/ Remainder Trust (CRT).
• Estate planning.
• Family loans & wealth planning.
• Financial and retirement planning.
• Funding for college education.
• Gift planning.
• Investment tracking and allocation.
• Philanthropic ways to protect assets.
• Retirement planning.
• Trust management.
• Implementation of intergenerational estate transfer plans.

Tax & Legal matters in particular, has become much important issues for NRI’s in recent years and these matters plays a significant role in their Financial well-being because of the various regulations and the subsequent fallouts. It is a very crucial service offered by our family office. These services will include:

• Construction of a tax plan that best suits the NRI family.
• Design investment and estate planning strategies that take into account both investment and non-investment income sources and their tax implications.
• Ensure all parts of the family office are tax compliant Deductions and Exemptions for NRIs.
• Double Taxation Avoidance Agreements (DTAA).
• Capital Assets and Capital Gains.
• TDS (Tax Deducted at Source) for NRIs.
• Special Provisions Applicable to Non-residents.
• Property Taxation/ Investment Guidelines and Norms.
• Taxation of Returning NRIs.

We at NSS Family Office are a specialized group of certified and experienced professionals, who offer the most appropriate advice on the product and your investment needs.

Wealth management provides greater attention to detail. Good wealth management helps you stay on top of things. Our wealth management team unites advisers from different disciplines to pay attention to many of the financial details in your life for you. The team looks at your goals, needs and priorities to determine the right, individualized strategy for guiding your invested assets and enhancing your net worth. We help our Clients make informed decisions around investment opportunities after a thorough understanding of the risks. Disciplined monitoring of investments, asset allocation aligned to each specific Client’s risk profile supported by deeply researched recommendations allows us to provide objectivity in our investment advice. We offer a dedicated single point of contact whilst ensuring your confidentiality.

Our specialized services are based on the well-established principles of comprehensive financial planning, backed by our strong in-house research enabling us to offer customized services to NRI investors.
Four-step Advisory Process:-

• Need Analysis: We analyse & assess your investment objectives including your comfort level with various asset classes and to fulfil a short-term or a long-term goals.
• Asset Allocation: We determine an optimal mix of asset classes to meet your financial goals.
• Portfolio Construction: Based on that asset mix, we build a customized, diversified portfolio of various investment products.
• Ongoing Review: We monitor your portfolios performance, making adjustments as necessary, while communicating with you regularly. Simply stated, there is financial planning, and then there’s wealth management. Think of wealth management as a step up from garden-variety financial planning provided by an individual adviser/planner. The term “wealth management” is most commonly associated with a team of planning professionals providing a range of services for a client..

Invest intelligently into unquoted companies. As an investment vehicle, private equity can play an important role in your family office’s long-term portfolio strategy. Built to meet your diversifying needs, our private equity service provides you with the opportunity to invest in unquoted businesses across the spectrum of growth to buyout, through funds, co-investments, direct and underwriting investments..

India has the 2nd largest start-up ecosystem in the world. Start-ups in India as in many other parts of the world, have received increased attention in recent years. Their numbers are on the rise and they are now being widely recognised as important engines for growth and jobs creation. Through innovation and scalable technology, start-ups can generate impactful solutions, and thereby act as vehicles for socio-economic development and transformation

The flagship initiative, “Startup India”, was initiated by the prime minister in 2016 “to build a strong ecosystem that is conducive for the growth of startup businesses, to drive sustainable economic growth and generate large scale employment opportunities.” Measures include a fund of INR 100 billion, financial support for incubators, establishment of tinkering labs, tax benefits, and a simplified recognition process for the setting-up of businesses, among others.

India is one of the fastest-growing large economies in the world. Therefore, the Indian market is perceived as being capable of offering an abundance of opportunities for start-ups Investments.

A shift away from listed stocks towards privately-held companies reflects the advantages of private equity. No portfolio should be without exposure to this form, for long term wealth creation. We have a significant pipeline of Investment opportunities in various innovative Fintech Start-ups as of now.

We at NSS family office understand your interest in property buying and therefore provide tracking and tracing of property and offer customized services. The NRIs also enjoys the same status as any other property owner and pay property tax to the concerned authorities.

We offer property management services to left out properties of NRI’s to maximise the yield on investment. Under Property Management Services, We advertise the available property, find clients, additionally manage monthly repair and maintenance of property on actual cost etc..
We offer the following services for Commercial & Residential Properties:-

• Tenant/ Buyer screening and verification.
• Lease Negotiations/Registration & Documentation.
• Rent Evaluation.
• Property Marketing.
• Key holding and Visit Management.
• Inspection and Cleaning.
• Repairs/Refurbishment/Up-gradation.
• Payment of Utility Bills, Society Maintenance and Property Taxes.

Our Real Estate Advisory Services professionals help clients make informed decisions while buying and selling the real estate in India.

Our bouquet of services, which aim to improve overall decision making, includes:

• Location advisory services.
• Builders Reputation & Build Quality.
• Past projects for the builder.
• Delivery status of past project.
• Oversight advisory/Local area mapping.
• Insurance solutions.
• Strategic planning.

Our approach combines entrepreneurial thinking and an understanding of the issues with broad real estate, vast resources and a diverse network of clients and contacts