From NRE/NRO SIPs to FEMA-compliant portfolios, RNOR tax-window strategy, and DTAA optimisation — Mintra FinServ is India's fee-only, SEBI-registered NRI financial planning specialist. Virtual meetings. No commissions. Fiduciary advice only.
From starting your first SIP to planning your India return — Mintra FinServ handles the full financial lifecycle of an NRI investor, entirely online.
Set up direct-plan SIPs via your NRE or NRO account — 100% paperless, video KYC, FATCA-compliant. We handle fund selection, asset allocation, and annual rebalancing.
Complete NRI SIP GuideAll investments structured within RBI's FEMA regulations — repatriation-ready NRE portfolios and India-income NRO strategies, without regulatory risk.
How We Work as Your NRI AdvisorAvoid double taxation using India's DTAA treaties with 90+ countries. We map your income, advise on treaty-rate TDS claims, and coordinate with your host-country tax advisor.
Understanding DTAA for NRIsUse the 2–3 year RNOR tax-free window strategically — liquidate foreign assets, repatriate efficiently, restructure your portfolio before full residential tax status kicks in.
RNOR Strategy GuideReal-time portfolio tracking across NRE/NRO holdings, automatic rebalancing alerts, and AI-generated insights — so you're always informed, regardless of timezone.
AI Portfolio Management for NRIsWhether you plan to retire in India or abroad — we build a corpus plan, SWP strategy, and pension structure that accounts for both countries' income and inflation.
NRI Retirement Planning Guide30-min video call — we understand your country of residence, income sources, goals, and current India investments. No commitment needed.
Written financial plan covering NRE/NRO structure, fund selection, tax treatment under DTAA, and a 5–10 year investment roadmap. Fee disclosed upfront.
We guide you through Video KYC, FATCA declaration, and SIP setup — 100% online, typically done in 3–5 working days without any India visit.
Quarterly portfolio review calls, annual plan update, and proactive rebalancing — you stay fully in control without needing to track markets yourself.
Four comprehensive, jargon-free guides covering every angle of NRI investing in India — from first SIP to returning home.
Complete guide to setting up a paperless SIP via NRE or NRO account — Video KYC, FATCA, fund selection, tax on gains, and repatriation rules explained.
How to find and evaluate a SEBI-registered, fee-only financial advisor for your India investments — FEMA compliance, DTAA, FATCA, and what questions to ask.
How to use the 2–3 year RNOR window to restructure your portfolio, repatriate assets, and transition from NRI to resident tax status without unnecessary tax leakage.
How AI tools, robo-advisors, and automated rebalancing are changing how NRIs manage their India portfolios — and where human advisors still add irreplaceable value.
Mintra FinServ works entirely online — our NRI clients span six continents. A SEBI-registered advisor based in Hyderabad, accessible wherever you are.
Book a free 30-min NRI consultation with Ankit Choradia (CFP® & SEBI RIA). Get clarity on your NRE/NRO structure, FEMA compliance, and a personalised investment roadmap — no sales pitch, no commissions.