Smart, Personalized Wealth Solutions — Wherever You Are
At Adwealth, we understand that Non-Resident Indians (NRIs) need specialized, professionally managed investment solutions to grow and safeguard their wealth in India. Our Portfolio Management Services (PMS) offer tailored strategies backed by deep research, risk management, and dedicated support — giving you complete peace of mind, no matter where you live.
Why PMS is Ideal for NRIs
✅ Personalized Portfolio – Unlike mutual funds, PMS provides you with a customized portfolio aligned with your financial objectives and preferences.
✅ Professional Management – Your investments are managed by a team of experienced fund managers who actively monitor and rebalance your portfolio to maximize returns and minimize risk.
✅ Transparency & Control – You can track your portfolio in real-time with detailed reporting and performance insights through our secure digital platform.
✅ Tax-Efficient Structure – We help optimize returns with tax-efficient investment strategies and full compliance with Indian and NRI tax regulations.
Key Features of Adwealth’s PMS for NRIs
🔹 Minimum Investment – ₹50 lakhs as mandated by SEBI
🔹 Completely Paperless Onboarding – Simplified account opening from anywhere in the world
🔹 Dedicated Relationship Manager – For personalized support and updates
🔹 Thematic & Sectoral Strategies – Access to exclusive strategies not available in mutual funds
🔹 Multi-Asset Allocation – Exposure to equities, fixed income, and alternative investments
🔹 Repatriation Assistance – Help with repatriation of funds as per RBI norms
Why Adwealth for PMS?
🌐 NRI-Focused Advisory – We understand cross-border regulations, investment needs, and global financial planning.
📊 Data-Driven Decision Making – Backed by in-depth research and macroeconomic insights.
🛡 Compliance & Safety – All services are fully SEBI-regulated, ensuring transparency and security.
🤝 High-Touch Support – One-on-one interactions and timely portfolio reviews tailored to your time zone.
Partner with Adwealth. Invest with Confidence.
Take advantage of India’s high-growth potential while we manage your wealth with integrity, intelligence, and a global perspective.
Whether you’re planning for long-term growth, income, or legacy creation, Adwealth PMS for NRIs ensures your investments are in the right hands.