Tired of generic wealth ‘advice’ from your bank?
For NRIs & HNIs seeking true financial advantage: A curated selection of investment opportunities that goes beyond the standard offerings.
What high-net-worth investors do differently
Strategic Portfolio Management
We craft bespoke portfolios precisely aligned with your risk appetite, time horizon, and existing holdings, ensuring a robust foundation for enduring wealth.
Access to Exclusive assets
Access gift city funds, unlisted equities, private credit, real estate, and Indian art, expertly curated for discerning investors
Clear, Data-Driven Decisions
Our process is built on clarity, not complexity. We provide transparent insights so you can make informed decisions and secure your financial legacy.
Your Partner in Comprehensive Financial Planning
As a full-spectrum investment specilist, we provide clear, strategic guidance to help you build and protect your wealth. Our focus is on long-term growth and a partnership built on trust.
- Strategic Investment Planning
- Retirement & Legacy Protection
- Holistic Wealth Management Solutions
- Tax-Efficient Portfolio Design
- Goal-based investing
Investments for NRIs and Global Indians
A Simplified Approach
Beyond traditional advice, we provide the clarity and expertise you need to thrive. Our solutions are designed to navigate the unique challenges of building wealth in India from abroad, ensuring compliance, tax efficiency, and long-term growth.
Tax-Efficient Repatriation & FEMA Guidance: Our partner CA provides clear, strategic guidance on NRE/NRO accounts and FEMA regulations to help you seamlessly manage and repatriate your funds.
Exclusive Investment Horizons: Unlock unparalleled access to curated opportunities like Gift City Funds, unlisted equities, private credit, and investment-grade Indian art.
Holistic Portfolio Design: We craft bespoke portfolios precisely aligned with your risk appetite, time horizon, and existing holdings, ensuring a robust foundation for enduring wealth.
Surabhi Oberoi Wealth
ARN-340033
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Disclaimer
Surabhi Oberoi Wealth is a AMFI Registered Mutual Fund Distributor (ARN-340033), registered office: Delhi.
Investments in securities market are subject to market risks. Read all scheme related documents carefully before investing
Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing.
No part of this website should be construed as a promise or guarantee of returns. The content is for informational and educational purposes only and should not be interpreted as investment, legal, accounting, or tax advice. Past performance is not indicative of future results. While utmost care has been taken to ensure accuracy of information, Surabhi Oberoi Wealth does not assume responsibility for any losses arising from reliance on it.
Investors are advised to consider their specific investment objectives, risk tolerance, and financial situation before making any decision. For tax and legal matters (including FEMA compliance and repatriation), clients should consult with qualified professionals.
By accessing this website, you acknowledge that you have read and understood this disclaimer.