Oct 29, 2017

Our Product Basket for Indian NRI based in UAE

By operating from Dubai, we are able to tap into a wide range of investment solutions from around the world and in turn, provide our clients with tailor-made wealth solutions. Committed to the development of the financial services sector in the region, we adhere to internationally recognized best practices and operate ethically and transparently.

 

 

Investments

Minimum investment Size

Product Name/Nature

Product Appearance

Underlying Asset

Birla Sun Life PMS

NRI - 50 Lakh INR / IR - 25 Lakh

Equity PMS:
*Select Sector Portfolio Fund (SSPF) - Multi Cap

* 100% equity based product with access to Indian markets which provide better alpha than other countries for the client
* Investment backed by a high level of Investment Expertise and research
* Concentrated equity portfolio of companies with great growth potential in near future
* Provides transparency to the client about his investments at every point of time
* Company's performance review happens often by the fund manager which indeed provide better returns than Indian MF's

Indian Equities

Motilal Oswal PMS

NRI - 50 Lakh INR / IR - 25 Lakh

Equity PMS:
*Value Strategy - Large Cap
*India Opportunities Portfolio (IOP) - Multi Cap

ICICI Prudential PMS

NRI - 25 Lakh INR / IR - 25 Lakh

Equity PMS:
*Flexi Cap Portfolio - Multi Cap
*PIPE Portfolio - Mid & Small Cap
*Large Cap Portfolio - Large Cap

Alchemy PMS

NRI - 50 Lakh INR / IR - 25 Lakh

Equity PMS:
*High Growth Portfolio - Multi Cap
*Alchemy Leaders Portfolio - Large Cap

Indiabulls

1 CR

India Opportunities Fund - Real Estate Investment Trust (REIT)

* Real Estate Trust providing access to the client to invest in Real Estate through a fund and not making him hold the physical property
* A debt structured product which gives better returns than any debt mutual fund
* As the client doesn't have the obligation to have the possesion of the property, no liability of selling and operation cost comes to him
* Will always provide regular liquidity to the client as interest income being paid out to him regulary

Indian Real Estate NCD's

Scient Capital

NRI - 25 Lakh INR / IR - 25 Lakh

Aquila PMS - Mutli Asset Portfolio

* Combination of different asset classes in one portfolio with proper diversification 
* Discretion remains with the client to choose the sector allocation as per his current exposure and risk appetite
* Investments done in all direct plans of mutual funds which eventually saves on his expenses
* All the existing investments can be transferred into the portfolio including bonds, mutual funds, gold, ETF's etc

Multi Asset - Direct Equities, Mutual Funds, , NCD's, Bonds, ETF's, Gold, REITS's through PMS route

TIW Private Equity

1 Cr

A Buyout Private Equity Fund

* An AIF that invests in unlisted companies of the only those sectors which have positive cash flows
* The fund holds the majority stake in the company and drives it growth over the years with best management team
* Private Equity funds provide higher alpha than Equity Mutual Funds.
* The investment of 1 Cr in the product is done in tranches over a period of 24 months. This provides the client Time Value for Money.

Indian unlisted companies

NJ

MF Platrorm

Indian Mutual Funds/Bonds of all major AMC's

* An online platform to sell all the Indian equity/debt mutual funds, bonds etc
* It provides client and advisor flexible access to online reports, client statements, managing equity portfolio etc
* Also, enables us to transact in mutual funds on behalf of the client also providing the same access to the cilent to trasact on its own.

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SMC COMEX

USD 50,000

Currency Arbitrage Fund

* An investment vehicle providing fixed rate of interest at 6.00% p.a. paid out on a quaterly basis 
* The return on investment is earned by taking the benefit of the price difference in UDS/INR on different exchanges
* It's a product with minimal market risk and high liquidity
* The product is apt for clients looking for a shorter investment horizon

USD/INR

Reliance Mutual Fund

USD 2000

Reliance Emergent India Fund - Offshore Mutual Fund

* Underlying asset is Indian Equities providing better returns to the client than any other equity markets
* Investment can be done in USD routed through Mauritius
* There is no lock in period, funds can be withdrawn anytime as per the client requirement

Indian Equities

NorthStar

 

Platform - Global Mutual Funds

* A platform which provides access to global mutual funds/bonds and structured notes
* The client gets an overview of all his investment under one log in which becomes it easy for him to manage investments
* It provides client and advisor flexible access to online reports, client statements, managing equity portfolio etc
* Also, enables us to transact in mutual funds on behalf of the client also providing the same access to the cilent to trasact on its own.

-

Ardan

USD 10,000

Platform - Global Mutual Funds/Bonds/Structured Notes etc

Vernier

USD 50,000

Structured Notes

* A tailored made investment vehicle which provides fixed coupon to the client with quarterly payout
* Underlying assets of the product are global equities
* Structures can be tailored as per the client's need and more importantly as per the market conditions
* Leveraging can be done on the structures which boosts the over all returns

Global Equities

Centurion

 

Picard Angst

 

Prosam

 

Will & Estate Planning

* Enables the client to manage his wealth in a proper manner and be ready for future uncertainities
* Helps the client to distribute his wealth amongst family members as per his wish and emotions inacse of any uncertainity
* The local law doesn't apply to client's wealth if the Will Planning is done which saves his family on his loosing his wealth sometimes after him.
* It is one of the best initiators for the client relationship as it streghten the trust and the bond with the client

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Contact our wealth managers for information on products and services available at below 
UAE - Call : . 971-568124369 or  Click Here

Contact Us

Email: info@safeinvestindia.com | Phone: 0-981-826-9396 | Fill Inquiry Form Click Here

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The information contained and provided on this Website provides Investment advice for the education of investors. The posts are an information service only. Recommendations, opinions or suggestions are given with the understanding that readers acting on this information assume all risks involved. We do not assume any responsibility or liability resulting from the use of such information, judgment and opinions for Trading or Investment purposes.

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