Invest in India. Grow Globally.
End-to-end cross-border financial planning for NRIs — from India investment accounts to retirement, repatriation, and generational wealth transfer.
Wherever You Are
Built for Global Indians
Virtual consultations, digital onboarding, and secure online portfolio access — manage your India investments from anywhere in the world.
Middle East
Dubai • Abu Dhabi • Doha • Riyadh • Kuwait
NRE/NRO setup, DTAA with GCC nations, repatriation
North America
New York • Toronto • San Francisco • Chicago
India portfolio diversification, FEMA compliance
Europe
London • Frankfurt • Paris • Amsterdam
Cross-border tax planning, currency risk management
Asia Pacific
Singapore • Sydney • Hong Kong • Kuala Lumpur
GIFT City funds, LRS investments, dual-market strategy
Our Services
NRI Wealth Management
Whether you are in the Gulf, North America, Europe, or Southeast Asia, we help you stay connected to India's growth story while managing your global wealth.
NRI Wealth Planning
Comprehensive wealth management strategies designed specifically for NRIs to grow and protect their wealth across borders.
- Multi-currency planning
- Repatriation strategy
- Estate structuring
NRI Retirement Planning
Plan your return to India with confidence. We help you build a retirement corpus that supports your lifestyle goals.
- India return readiness
- Pension optimization
- Post-retirement income
India Investment Solutions
Access India's best investment opportunities including Mutual Funds, PMS, AIF, Bonds, and more from anywhere in the world.
- NRI-specific funds
- PIS & demat accounts
- Tax-efficient structures
Global Tamil Wealth Planning
Specialized wealth management for the global Tamil community, combining cultural understanding with financial expertise.
- Tamil-speaking support
- Family wealth planning
- Community-focused advice
Cross-Border Financial Planning
Navigate tax implications, currency fluctuations, and regulatory requirements across multiple jurisdictions.
- DTAA optimization
- FEMA compliance
- Currency risk management
Why India Now
The India Growth Story
India is one of the world's most attractive investment destinations. NRIs are uniquely positioned to participate in this growth.
7%+
GDP Growth
Fastest growing major economy
12%+
Market Returns
Long-term equity wealth creation
35M+
Overseas Indians
Global diaspora building India wealth
$125B
Remittances
India receives the highest globally
The First Step Advantage
Why NRIs Choose First Step
Big firms treat you like an account number. We treat you like family. Here's what sets our NRI service apart.
Direct Access to Your Consultant
No call centers, no junior associates juggling hundreds of files. You work directly with Francis J. — every consultation, every portfolio review, every decision.
100% Digital Onboarding
Complete KYC, open NRE/NRO and PIS accounts, and start investing entirely online. Paperless, secure, and built for NRIs who can't visit a branch in person.
Tamil-Speaking Expertise
Cultural context matters in wealth planning. We speak your language — especially important for family decisions, property matters, and generational wealth transfer.
AMFI Registered & Compliant
Fully AMFI-registered consultancy with FEMA-compliant transactions, transparent fee structures, and regulatory adherence on every single investment.
How It Works
Your NRI Investment Roadmap
01
KYC & Account Setup
Seamless NRI KYC, bank account, and demat/trading account opening support.
02
NRI Investment Planning
Build a customized India-focused portfolio aligned with your goals and risk appetite.
03
Invest & Monitor
Execute investments across mutual funds, PMS, AIF, bonds, and more with 24/7 tracking.
04
Repatriation & Review
Regular portfolio reviews, tax reporting, and smooth repatriation when you need it.
NRI Client Voices
What Our Global Clients Say
“Managing India investments from Dubai was always a hassle — paperwork, compliance, finding someone trustworthy. First Step handled everything remotely. KYC, NRE accounts, mutual fund SIPs, all digital. Francis Sir personally reviews our portfolio every quarter.”
Meera & Karthik Raman
Dubai, UAE
“I was looking for someone who understands both Indian markets and the NRI tax landscape. The DTAA optimization alone saved me significantly. What I value most is the direct access — I can WhatsApp Francis Sir anytime.”
Suresh Subramanian
Singapore
“Tamil-speaking consultant who actually understands cross-border complexities. They set up my GIFT City investments and helped plan repatriation efficiently. Startup-level personal attention that big firms just can't match.”
Anand Krishnan
London, UK
Common Questions