Your India wealth should not become scattered just because you moved abroad.
A structured 30-day review for NRIs with Indian mutual funds, demat holdings, PMS, AIFs, NRO/NRE routing, LRS exposure and family-managed assets.
Distance turns good intentions into drift and blind spots.
Most NRIs are not under-invested. They are under-reviewed. Money was deployed years ago, then life abroad took over.
Scattered India Portfolio
Mutual funds, demat, PMS, old SIPs and legacy holdings running unreviewed across providers.
Banking & Repatriation Confusion
NRO/NRE routing, TDS surprises and documentation gaps that compound quietly over the years.
Global Allocation Without Structure
Ad-hoc LRS remittances, concentrated US bets and no currency or allocation framework.
No Consolidated Family View
Parents managing assets informally, no reporting and no clean, audit-ready document trail.
The Grivaa NRI Wealth Map.
One structure that brings your entire cross-border picture under four coordinated quadrants — each diagnosed, then fixed.
India Assets
Mutual funds, stocks, PMS, AIFs, fixed income and legacy real-estate-linked exposure — audited for overlap, cost and fit.
Bank & Routing
NRO, NRE, repatriation path, TDS, documentation and account hygiene — set up so money moves cleanly both ways.
Global Allocation
US/global equities, currency exposure, an LRS framework and India-vs-global balance — disciplined, not scattered.
Family & Reporting
A consolidated dashboard, parent-managed assets, succession readiness and a clean, reportable document trail.
The 30-Day NRI Portfolio Review.
A concrete, time-boxed path from scattered to structured — documented and conflict-free at every step.
- 1Week 1
Consolidate
Collect statements, demat, folios, NRO/NRE, PMS/AIF reports and global holdings into one place.
- 2Week 2
Diagnose
Check overlap, cost, taxation friction, concentration, currency exposure and liquidity.
- 3Week 3
Structure
Design the India allocation, global allocation, banking/repatriation and reporting framework.
- 4Week 4
Action Plan
Deliver keep/exit/rebalance actions, a document checklist and an ongoing review calendar.
A private NRI wealth desk for serious Indian families abroad.
For globally mobile families, the advisor’s incentives matter more than the brochure. We do not distribute products or earn commission — the structure we recommend is built around you.
Abhishek Aggarwal, CFPCM
Practitioner-led, research-documented advice across Indian & US equities, mutual funds, PMS, AIFs and private markets — with personal capital deployed in the same markets clients invest in.
Who this is for
- NRIs with unmanaged Indian investments
- Returning Indians planning relocation
- Families with parents managing India assets
- Investors using LRS or US equities
- HNIs needing one India + global view
Not for
- Investors looking for guaranteed returns
- People wanting daily trading tips
- Anyone seeking tax/legal opinion without CA/lawyer review
- Product-first investors chasing schemes
- Short-term speculation mandates
Get one honest picture of your worldwide wealth.
Share a few details for a confidential NRI portfolio review. No product pitch — just a clear read on where you stand and what to fix first.
Do you take commissions for moving my money?
My Indian investments have been untouched for years. Is that a problem?
Can you help with NRO/NRE routing and LRS remittances?
Do you give tax or legal opinions?
Your India portfolio should be review-ready, report-ready and family-ready.
Start with a 30-day NRI portfolio review — then decide what needs to stay, exit, rebalance or restructure.