Wealth_Management


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Wealth Management

Wealth Management is an investment advisory discipline that incorporates financial planning, investment management, insurance and risk management, tax planning, retirement planning, estate planning and a number of aggregated financial services.

We use holistic approach in providing Wealth Management Consulting encompassing Wealth Protection, Wealth Accumulation and Wealth Utilization and includes Past, Present and Future Wealth Management. We provide end-to-end services to NRIs - from opening bank account; to getting PAN and KYC compliance; to risk profiling; to financial planning and investment management; to monitoring, reviewing, and analyzing investments; to changing investment directions based on numerous factors; to tax return filing in India; to supporting tax compliance of respective country, etc.

One stop for Investments, Indian Taxes and International Regulatory Compliances.
Provide access to privileged services as we have established long term relationships with banks, financial and other institutions for quick service, speedy processing, and better forex and FD rates.
Provide income tax, gift tax, and other compliance (SEBI, RBI, etc) related guidance as well as file tax returns in India.
Support tax return preparation and filing in the respective countries using DTAA provisions (e.g. for US based clients, support in filing Form 1040, Form 8938, FBAR etc.).
Currently providing services to clients from India, US, Europe, Middle East, Africa, and Australia.

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Wealth Management

Role of Suresh Anchaliya & Co.