Global Client Solutions

At CoreWealth Advisors, we provide comprehensive financial solutions for Non-Resident Indians (NRIs) and global clients, enabling seamless portfolio management and access to Indian financial markets.

Our Global Client Solutions:

• Investment in Indian Financial Products
• Portfolio Management for Global Residents
• NRI Services
Learn More About NRIs Services

Benefits of Global Client Solutions:

• Tailored Financial Strategies - Custom solutions designed for global clients to meet their investment goals.
• Access to Indian Markets - Seamless access to a wide range of Indian financial products, including mutual funds, AIFs, and direct equity.
• Expert Portfolio Management - Professional management of portfolios for NRIs and global residents, with a focus on long-term growth and wealth preservation.
• Comprehensive NRI Support - From tax compliance to investment guidance, we offer end-to-end services for NRIs to simplify their financial journey.

GIFT City AIF (Gujarat International Finance Tec-City) :

• GIFT City enables NRIs to access wealth products such as Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), which invest in both Indian and international markets. For mutual funds, Indian asset management companies offer feeder funds that channel investments into their Indian schemes.
• Currently, the minimum investment requirement stands at $150,000, which exceeds Rs 1 crore in Indian currency.