More and more NRIs (Non Resident Indians) and PIOs (Person of Indian Origins) are investing in India.

We at Fincun offer comprehensive financial planning for NRIs (Non Resident Indians). Based on the financial goals and risk profile, we guide our clients on optimal asset allocation, and the best financial products available in the market. And since we do not charge any commission or payback from the companies, our clients are assured of the best possible and unbiased recommendations. Our financial planning services include the following:

1. Understanding your Current Financial position
2. Identifying Financial Goals
3. Cash Flow Statement
4. Net Worth Statement
5. Drafting a roadmap to achieve the desired Goals
6. Asset Allocation (Equity / Fixed Income / Bullion / Property etc)
7. Investment Planning
8. Action Plan to meet Retirement / Living Expenses
9. Action Plan to meet Children Education / Marriage Expenses
10. Action Plan for Life Insurance needs
11. Taxation Guidance
12. Succession Planning (Drafting your WILL)
13. Research on the suitable products
14. Recommending such products
15. Follow up