Financial Planning with Indian Clients based outside of India
The CIGA Network member Lovaii Navlakhi, MBA (Finance), CFP®, CeFT, will be sharing his financial planning experiences with Indian clients based outside India.
Sharing opportunities and pitfalls financial planners need to be aware of when working with Indian clients based outside of India.
1. Understand the Regulatory environment relevant to NRIs (non-resident Indians) – such as Tax Residency, NRI Bank Accounts, limitations on products in relation to US persons, etc.
2. Address key financial planning issues concerning Global Indian Families, such as those living in the United States.
3. Learn the types of professional collaboration necessary to meet the demands of clients of Indian origin, increasing both in size and complexity.
4. Be elligible for 1 CE CFP Credit – * Participants will only receive it if they join the live session for a minimum of 50 minutes. The recording will be available to view if registrant is not able to join live, but there won’t be CFP credit.
Lovaii Navlakhi, MBA (Finance), CFP®, CeFT
Managing Director & CEO @
International Money Matters Pvt Ltd
Lovaii offers comprehensive financial planning, and asset management. His company’s focus is on managing risks and expectations as they build a long-term relationship with their clients. Over the years his company has managed many cross-border situations and hence the company possesses practical expertise in dealing with international investments, taxes and reporting.