NRI Advantage

Global investors. Local expertise. Zero guesswork.

Wherever you live, Bhavana Investment keeps your Indian wealth strategy simple, compliant, and growth-ready. We combine 30+ years of on-ground market intelligence with personalized execution support so that every rupee is protected and purposeful.

Dedicated relationship managers for every time zone
Paperless onboarding, KYC & repatriation workflows
Unified view of mutual funds, PMS / AIF / SIF, debt & real assets

Schedule a Call Explore All Services

30+

Years advising NRIs

Countries served

5000+

Families onboarded

Holistic services tailored to NRI priorities

From wealth creation and protection to compliance and cash-flow, we plug into every stage of your India strategy.

Investment Planning

Goal-based portfolios across mutual funds, PMS / AIF / SIF, direct equity, bonds, gold, and global feeders with disciplined rebalancing.

Regulatory & Banking

Expert guidance on FEMA, NRE/NRO structuring, remittances, and documentation so every transaction stays compliant.

Tax & Reporting

Coordinated support for DTAA interpretation, capital gains tracking, and consolidated reporting for global filings.

Estate & Succession

Structured wills, transmission support, and nominee management so wealth moves seamlessly across borders.

Liquidity Solutions

Short-term parking, loan against securities, and cash-flow bridges for property purchases or business goals.

Family Office Desk

Consolidated reporting, risk audits, and governance frameworks for multi-generation wealth.

A structured journey for every NRI

We follow a transparent, milestone-driven approach so you always know what is completed, what is pending, and who is responsible.

Start Onboarding

Step 1

Discovery & documentation

Understand residency status, cash-flow needs, risk appetite, and gather KYC/FEMA paperwork digitally.

Step 2

Personalized strategy

Map goals to the right combination of equity, debt, alternates, and protection with clear allocation ranges.

Step 3

Execution & monitoring

Seamless digital execution, periodic performance reviews, and proactive rebalancing triggers.

Step 4

Reporting & repatriation

Quarterly consolidated reports, tax-ready summaries, and support for remittance or reinvestment decisions.

Contact Info

15, Gurunanak Cloth Market

Panchkuwa, Ahmedabad-380002

Mob: +91-7211187100 / 200

593, New Cloth Market

Raipur, Ahmedabad-380002

Mob: +91-7211187300 / 400

contact@bhavanainvestment.com

+91-9879461615

NRI Services