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Clear Answers on
Growing Your Wealth

Plain-English guides to the questions HNI, UHNI and NRI families ask us most. Written by our CIO Palak Shah and reviewed regularly as rules change.

9 min readPMS vs AIFPMS vs AIF compared for HNI investors in India: minimum investment, structure, taxation, fees, liquidity and risk. A clear guide to choosing between them.Read guide8 min readGIFT City for NRIsHow NRIs and resident HNIs can invest through GIFT City IFSC: dollar funds, tax benefits, the LRS route for residents and who it suits. A practical guide.Read guide9 min readSuccession PlanningWills, private family trusts, nominations and family constitutions explained for HNI and business families in India. Protect your wealth across generations.Read guide8 min readHow to Choose a PMSHow to choose the right Portfolio Management Service in India. Eight checks HNI investors should run on returns, risk, fees, concentration and the manager.Read guide7 min readSIF vs PMSSpecialised Investment Funds (SIFs) explained: SEBI's ₹10 lakh product between mutual funds and PMS. How SIF compares with PMS on structure, tax and risk.Read guide8 min readNRI Repatriation RulesNRE vs NRO accounts, the USD 1 million repatriation limit, Form 15CA and 15CB, and repatriating property and investment proceeds. A guide for NRIs.Read guide
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