NRI Services

NRI Services

INVESTMENT ADVISORY All investment carries some amount of risk and thus needs careful analysis and expert advice. Thus the function of the investment advisor is to customize a financial plan to achieve appropriate risk/return trade off by identification of risks that exist and their proactive management.

At SRE our signature approach is to maximize returns and minimize volatility of our client portfolios under varying market conditions using discipline, careful execution, and purposeful choices. We take pride in crafting and employing a variety of investment strategies, including traditional and alternative investments, with the aim toward achieving diversification and balance across asset classes.

Our service includes completion of a confidential client profile and selection of an investment strategy that meets our client's financial goals, time horizon, and approach toward investing. Our methodology is based on identifying objectives in the areas of preserving capital, maximizing income or realizing growth. Thus we are able to implement an investment strategy that is tailored to our clients needs by structuring a diversified investment portfolio.

NRI SERVICES Sykes & Ray Equities’ NRI Desk assists Non Residents Indians (NRI), Persons of Indian Origin (PIO) for NRI investment in shares and Mutual Funds. SRE is one-stop-solution for all investment requirements in Indian Capital Market and through SRE, NRIs and PIOs can invest in both Primary Market and Secondary Market. SRE has the patronage of NRIs and PIOs residing all over the globe.

Over the years, NRI investment has become an important source of funds for the Indian economy. Stock markets are the major avenues through which investments are made into India.

However, in today’s volatile economy, the NRI investment made in stock markets is considered safer than the other available options. Indian stock markets are transparent, well regulated, and quite stable compared to other global economies.

The financial instruments provided by SRE that are open to NRI investments include shares, debentures and mutual funds. To help Indian living abroad in trading, SRE also offers NRI online trading facilities.

NRI investments has become simpler and one does not require much market knowledge. SRE makes placing an order simpler. Indian stock markets have shown remarkable growth and NRI online trading will further facilitate their participation. SRE offers following services to the NRIs:

  • NRI services desk for personalized assistance to NRI and PIO clients
  • Dedicated offline equity dealing desk
  • Online equity trading Platforms
  • 24x7 Web-enabled Back Office.
  • Depository services
  • NRI investment advisory desk
  • IPO and mutual funds
  • Insurance solutions
  • Banking support for Portfolio Investment Scheme (PIS)
  • Pan Card assistance

Why SRE?

  • SRE enables all operations from trading to settlement in an absolutely investor friendly manner
  • SRE is pro-active right from opening the accounts to advising tax payments on capital gains
  • SRE provides prompt response to queries if any

PIS Portfolio Investment Scheme (PIS) is a scheme of the Reserve Bank of India (RBI) through which NRIs and PIOs can purchase and sell shares and convertible debentures by routing the transactions through their account held with a Designated Bank Branch.

Transactions covered under PIS

  • Fresh purchase from the secondary market as an NRI
  • Sale of shares, which were bought under PIS
  • PIS does not allow transactions in IPOs, Mutual Funds, Derivatives and sale of shares acquired on residential basis.

NRE account A NRE bank account is a Non-Resident External Account through which funds can be transferred outside India (Repatriable) and converted to any foreign currency. You can transfer funds from a NRE to your NRO accounts.

NRO account A NRO bank account is a Non-Resident Ordinary Account through which funds cannot be taken outside the country (Non-repatriable). You cannot transfer funds from NRO to NRE accounts.

So, if you wish to open an account with Sykes & Ray Equities, get in touch with us today.