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Investment Services - NRI
KRChoksey provides a Non Resident Indian (NRI) client 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. KRC helps to execute the Portfolio Investment Scheme, which provides aNRI, avenues to invest in shares/ debentures of Indian Companies through a recognized stock exchange on a repatriable basis. The capital and profits are freely repatriable after deduction of applicable taxes to the NRI.
Process
For a better understanding of the process Click Here for an Investment Process Flow Chart for NRI, a snapshot of the actual process from client induction to actual transaction for Indian Resident. Click Here
Services
Regular monthly portfolio reports are sent to our clients to facilitate easy monitoring, besides which the company carries out a quarterly review of the said portfolio with the client. Clients can also accrue of the services through KRC e-services where customers could log in and view all the reports pertaining to their transactions.
A descriptive summary of the services
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Advice on NRI Investment procedure
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Preparation of an Investment Plan on submission of data (based on analysis of a client's risk-return objectives)
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Structuring / Restructuring of equity portfolio
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Continued Monitoring of the portfolio
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Periodical NAV report on Mutual Fund Investments
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Quarterly review and Fact sheet
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Planning Capital/Gain Loss
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Customization of Equity portfolio planning along with Total Financial Planning (i.e. Fixed Income + Insurance)
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Portfolio uploads on the KRC website as well as offline.
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DP services with KRC.
To download our detailed PMS presentation Click Here
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