NRI Servies

Navami Financial services try to address these challenges by giving professional advice & careful planning. We are dedicated to providing you with personalized investment solutions to help you achieve your financial goals, whether you are planning for retirement, saving for your children's education, or looking to grow your wealth. We balance real estate with other asset classes to maintain liquidity and also to provide stable cash flow post-retirement.

Features and Benefits

Professional Management

Mutual Funds are Professionally managed & backed by robust research

Liquidity

There is no lock in period. Any time funds can be withdrawn based on current market conditions.

Affordability

Mutual funds investments can start with a lower amount that wouldn't hit your budget.

Well Diversified

Mutual funds investment done on Basket of Stocks & Bonds.

Eligibility & Documents

Documents

  • Pan, Aadhar & Passport of applicant
  • Cancelled cheque _ NRE/NRO account
  • Nominee identy proof
  • Overseas Address Proof

Frequently Asked Questions

A mutual fund is a financial vehicle that pools assets from shareholders to invest in securities like stocks, bonds, money market instruments, and other assets. Mutual funds are operated by professional money managers, who allocate the fund's assets and attempt to produce capital gains or income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.

Retail, Wholesale, Traders, Hotel & Restaurants, Petrol bunks, Manufacturers, IT companies or any other service-oriented entities

  1. LargeCap
  2. Midcap
  3. Small cap
  4. Deb funds
  5. Index Funds
  6. International Funds

  1. Professional Management
  2. Liquidity
  3. Minimum & Flexible investments
  4. Diversification
  5. Limited Risk

  1. Wealth management 40 yrs of combined experience
  2. Digital & Hassle free process
  3. One stop point for multiple AMC’s

Connect with Our Financial Experts for Personalized Advice