Financial Planning with Indian Clients based Outside of India
Sharing opportunities and pitfalls financial planners need to be aware of when working with Indian clients based outside of India.
by Lovaii Navlakhi, Managing Director & CEO at International Money Matters Pvt Ltd.
Sharing opportunities and pitfalls financial planners need to be aware of when working with Indian clients based outside of India.
ABOUT THIS WEBINAR
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.
Lovaii Navlakhi, MBA (Finance), CFP®, CeFT, Managing Director & CEO at International Money Matters Pvt Ltd.
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The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better.