At Blue Pelican Wealth, we understand the unique financial needs and regulatory complexities faced by Non-Resident Indians (NRIs). Whether you‘re working abroad or settled overseas, we provide end-to-end investment and financial planning solutions that help you grow and manage your wealth in India with confidence.
High-return opportunities in equity & real estate
Competitive interest rates on deposits
Access to regulated and diversified investment products
Strong financial markets backed by robust governance
Mutual Fund Investments – Equity, Debt, Hybrid & international funds, NRE/NRO mapping, FATCA compliance, SIP & Lumpsum strategies
Equity & Stock Market Advisory – NRI Demat & Trading account setup, research-backed recommendations, portfolio rebalancing
NRI Fixed Income Solutions – NRE/NRO FDs with tax benefits, tax-free bonds, RBI Sovereign Bonds & 54EC Capital Gain Bonds
Real Estate Investment Advisory – Guidance on buying/selling/leasing, legal & taxation support, tie-ups with trusted developers
Estate Planning & Taxation – Will creation, succession planning, DTAA guidance, FEMA & RBI compliance
Insurance Solutions – Term life & health insurance for India-based dependents, NRI-specific legacy planning
KYC, FATCA, CKYC, repatriation assistance
Coordination with banks, brokers, and custodians
RBI & FEMA-compliant structure for every transaction
16+ Years of Wealth Advisory Experience
Personalized & Relationship-Based Approach
AMFI-SEBI-Registered Products & Services Only
Transparent Reporting & Performance Tracking
End-to-End Support — from onboarding to execution
Child’s education planning in India or abroad
Retirement planning in India
Investing in real estate for future relocation
Building a repatriable wealth corpus
Securing India-based dependents
Investment Advisory – Mutual Funds, Direct Equity, Bonds, Fixed Income
Portfolio Management & AIF Access – Customized asset allocation, active tracking & rebalancing
Real Estate Investment Advisory – Legal due diligence, resale support, rental income management
Insurance & Family Protection – Life & health insurance for family in India, legacy planning
Tax & Compliance Assistance – FATCA, FEMA, DTAA guidance, tax filing & repatriation
Estate & Succession Planning – Will drafting, inheritance planning, nominee guidance
One-on-one advisory support through video calls, email & WhatsApp
Time-zone friendly communication
Regular portfolio updates and reviews
Mutual Fund investments via NRE/NRO accounts
Direct equity investment through NRI trading accounts
PMS & AIF access for HNI clients
Debt & fixed income solutions (FDs, Bonds, Capital Gain Bonds)
End-to-end assistance with NRI KYC & FATCA
Opening NRE/NRO bank accounts
Linking bank & Demat accounts
RBI/FEMA-compliant transactions
Help with repatriation & capital gain documentation
Investment guidance for residential & commercial property
Legal due diligence, property management, and resale support
Rental income management & taxation
Insurance for parents or dependents in India
Guidance on will creation, succession, and nominee updates
Planning for inheritance & family wealth transfer
Basic guidance on Indian taxation for NRIs
Coordination with tax professionals for ITR filing, DTAA, etc.
Repatriation of income or maturity proceeds assistance
16+ Years of Financial Advisory Experience
NRI-Focused Planning with a Global Perspective
Compliant with SEBI, RBI & FEMA Regulations
Transparent, ethical, and goal-based approach
End-to-end execution with minimal hassle
📲 Ready to Invest in India with Confidence? Let Blue Pelican Wealth be your trusted partner in managing, growing, and protecting your India-based wealth.