Specialized Investment Funds (SIF)
Access India’s newest SEBI-regulated investment category, evaluated through our Alpha Shield methodology for sophisticated NRI portfolios.
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SoHo Wealth for the Telugu diaspora
Institutional-grade investing, GIFT City access and real estate coordination for the Telugu diaspora—from a Telugu-speaking team that understands home.
Two countries. One plan.
India savings can sit idle in NRE deposits while newer opportunities such as SIFs and GIFT City remain unfamiliar. Return plans bring questions about RNOR timing, account conversion and foreign-asset reporting.
Property decisions back home add builder, title and operating risk, while overseas and Indian professionals rarely see the entire picture together.
SoHo Wealth is the boutique wealth practice built for NRIs and returning NRIs from Telugu-speaking families—especially those with roots in Telangana and Andhra Pradesh.
One coordinated team
From your first India investment to the day your parents need help managing theirs.
Build
Access India’s newest SEBI-regulated investment category, evaluated through our Alpha Shield methodology for sophisticated NRI portfolios.
A professional portfolio manager builds and manages direct equity holdings in your name. Minimum ₹50 lakh.
Private equity, venture capital, real estate and structured-credit strategies across SEBI Categories I, II and III. Minimum ₹1 crore.
Set up the appropriate account route to buy and sell listed Indian shares directly and compliantly.
Goal-based portfolios through NRE or NRO accounts—the disciplined starting point for an India allocation.
Explore USD-denominated investments under Indian regulatory oversight, with structures designed for global Indian families.
Curated India and global private-market opportunities for eligible investors who understand the risks and holding periods.
Own
Property shortlisting, builder due diligence and RERA checks across Hyderabad, Visakhapatnam and Vijayawada.
Evaluate direct and fractional income-producing property without taking on unnecessary operating complexity.
Coordinate home-loan structures and property-sale repatriation with banking, tax and RBI requirements in view.
Structure
Choose account structures suited to income sources, currency needs, taxation and repatriation goals.
Plan the transition of eligible foreign currency and overseas proceeds before returning, not after the move.
Explore liquidity against eligible India portfolios or property without immediately selling long-term assets.
Protect
Review protection for family members in India and identify where overseas policies may not meet local needs.
Assess protection-linked savings products on suitability, costs, liquidity and tax treatment—not headline benefits alone.
Transition
Understand the potential RNOR window and coordinate the timing of major financial decisions with a qualified tax professional.
Coordinate India-side planning with an external CPA or tax adviser in your country of residence.
Map transfers, documentation and disclosures around applicable RBI and FEMA requirements.
Prepare for foreign-asset reporting in India and work with a tax professional to avoid common first-year mistakes.
Coordinate
A Telugu-speaking relationship point for investments, aging-parent coordination and the financial tasks that cross generations.
Coordinate wills, nominations and succession planning in India with arrangements already established overseas.
Plan sustainable India withdrawals while considering overseas pensions, retirement accounts and currency exposure.
Return-readiness quick check
A directional first look at the questions that matter before you move money or return permanently.
Why SoHo Wealth
Essential NRI guide
Understand residential status, RNOR, DTAA, NRE/NRO accounts, repatriation, US reporting and the decisions to make before returning to India.
Share the broad picture. Kiran and the team will help identify the accounts, investments and transition questions that deserve attention first.