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Wealth Advisory Services for Non
Resident Indians (NRIs): Access to Investment Opportunities in India
As one of the fastest growing economies in the world, India offers
exciting investment opportunities. With a presence spanning over 140
years in the Indian financial services sector and international
wealth management expertise through Merrill Lynch, DSPML GWM is
uniquely positioned to provide NRI clients with access to investment
opportunities in India. DSPML GWM business can help you harness
opportunities in India.
The DSPML GWM Financial Advisors can deliver a wide range of
personalized products and services to meet the complex financial
needs of the Global NRI community including: existing NRIs,
emigrating NRIs, and returning NRIs. The range of product and
services offered include:
Investments
Equity Strategies: Enabling clients to take advantage of
opportunities and manage risk by diversifying their portfolios
Fixed Income Strategies: Helping clients to create
diversified, tax-efficient investment plans that address capital
preservation, current income, and capital appreciation with an array
of portfolio products.
Structured Products: Enabling clients to take advantage of
hedging and liquidity strategies and customized structured products.
Employee Stock Options: Enabling clients to evaluate stock
option plans by providing a quantified basis for making decisions,
factoring in tax implications, anticipated values of company stock
options and targeted rates of return on other assets
Creating a financial plan or investment policy
Helping a client identify and plan for asset acquisition or planning
to transfer assets to future generations. DSPML GWM Financial
Advisor can employ a number of tools to help the client understand
their needs.
Adopting a strategic asset allocation Managing your wealth
involves more than just picking stocks. Our Financial Advisors work
together with the client to help allocate assets and develop
appropriate strategy to achieve their financial goals.
Investment Process:
Implementing investment recommendations:
Finding the optimal mix of products and services to meet the
financial needs takes professional advice and guidance; the kind
DSPML GWM clients receive from our Financial Advisor. Sticking to
the investment strategy is important.
Measuring performance periodically and re-balancing as necessary:
a Financial Advisor helps clients in periodically revising the
strategy and objectives. Your advisor can analyze your position,
balances and asset allocation to help ensure you're on track and
positioned for success.
Wealth Protection
Sophisticated investors require complex investment strategies and
access to quality products to
implement those same strategies. Achieving quality results requires
sophisticated resources. With this in mind, we offer:
Hedging Strategies: Our skilled investment professionals can
develop hedging strategies tailored to a client's needs using
products ranging from equity-linked structures to hybrid products.
Retirement Planning: Planning to retire in India? We work
with clients to develop a retirement plan that incorporates
investment planning for income requirements, estate planning and
transfer of offshore wealth.
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