NRI Issues Wealth Map 30-Day Review Why Grivaa Contact Book NRI Portfolio Review WhatsApp Grivaa Capital
NRI Wealth Help Desk

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.

Book NRI Portfolio Review View 30-Day Process
India + Global Allocation NRO/NRE + LRS No Product Commission Research-Documented
NRI Wealth SnapshotSample
India AssetsMutual funds · demat · PMS Needs Review
Bank RoutingAccount & repatriation NRO/NRE Check
Global AllocationUS equity · currency LRS Framework
Family ReportingParents & succession Consolidated View
Tax-aware
Repatriation path
Family dashboard
The NRI Reality

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 Framework

The Grivaa NRI Wealth Map.

One structure that brings your entire cross-border picture under four coordinated quadrants — each diagnosed, then fixed.

QUADRANT 01

India Assets

Mutual funds, stocks, PMS, AIFs, fixed income and legacy real-estate-linked exposure — audited for overlap, cost and fit.

We fix it: India Portfolio Review
QUADRANT 02

Bank & Routing

NRO, NRE, repatriation path, TDS, documentation and account hygiene — set up so money moves cleanly both ways.

We fix it: NRO/NRE & Repatriation Planning
QUADRANT 03

Global Allocation

US/global equities, currency exposure, an LRS framework and India-vs-global balance — disciplined, not scattered.

We fix it: LRS & Global Equity Allocation
QUADRANT 04

Family & Reporting

A consolidated dashboard, parent-managed assets, succession readiness and a clean, reportable document trail.

We fix it: Tax-Aware Family Wealth Structure
How It Works

The 30-Day NRI Portfolio Review.

A concrete, time-boxed path from scattered to structured — documented and transparent at every step.

  1. 1
    Week 1

    Consolidate

    Collect statements, demat, folios, NRO/NRE, PMS/AIF reports and global holdings into one place.

  2. 2
    Week 2

    Diagnose

    Check overlap, cost, taxation friction, concentration, currency exposure and liquidity.

  3. 3
    Week 3

    Structure

    Design the India allocation, global allocation, banking/repatriation and reporting framework.

  4. 4
    Week 4

    Action Plan

    Deliver a structured summary, a document checklist and an ongoing review calendar.

Why Grivaa Capital

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. Our interests are listed on our Disclosures page.

AA

Abhishek Aggarwal, CFPCM

Founder & CEO, Grivaa Capital

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.

₹10Cr+ personal capital deployed (self-reported, Oct 2026)2,000+ professionals mentoredIndia + US marketsNo product commissionResearch-documented

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
Contact & FAQ

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?
No. Grivaa Capital does not distribute products and lists its interests on the Disclosures page — so the education is structured around your interests, not a distribution incentive.
My Indian investments have been untouched for years. Is that a problem?
It usually means missed reviews rather than disaster — but the leakage adds up. A large part of our NRI work is consolidating dormant demat accounts, unreviewed funds and scattered assets into one monitored, reportable portfolio.
Can you help with NRO/NRE routing and LRS remittances?
Yes. We design the account routing, repatriation path and LRS/overseas remittance framework, and flag the documentation and TDS considerations to keep things clean across borders.
Do you give tax or legal opinions?
We coordinate cross-border investment strategy and flag tax and regulatory considerations, then work alongside your qualified CA and lawyer for formal opinions. We’re an education and research firm — not a tax or legal practice.
Call / WhatsApp+91 9582878903

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Confidential. No product distribution, no commission.

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.

Book NRI Portfolio Review WhatsApp Grivaa Capital