Legacy of Wealth Since 2002
Trusted. Present. Across every distance. Managing financial life across two countries is a different discipline entirely โ and we've been doing it for NRI families since 2002.
Schedule a Conversation โYou built a life somewhere else. A career, a home, a community. And yet a significant part of your world โ your parents, your property, your investments, your inheritance โ remains in India.
Managing financial life across two countries is not simply twice the work. It is a different discipline entirely. Different tax residency rules. Different account structures. FEMA regulations that govern what you can invest and what you can move. A succession plan that must work in two jurisdictions. And all of it, navigated from a different time zone.
The families we serve most closely are often NRI families โ because they need a trusted presence in India more than anyone. Someone who can be there for the parents who walk into the office. Someone who is on the call when you log in from abroad. Someone who already knows your family, your portfolio, and your intentions.
"Our NRI clients tell us the same thing: they don't just need an advisor. They need someone they can trust with the family back home. That trust is what we have built over two decades." โ Vikalpa Finvest
Our principals โ Ramkumar H. Barchha and Vivek Barchha โ are available for video consultations across time zones. Your India-based family members have a physical office in Rajkot they can walk into. Detailed written reviews, annual portfolio reports, and ongoing communication ensure that distance is never an obstacle to good financial stewardship.
We currently work with NRI families across the United States, Canada, United Kingdom, UAE, Singapore, Australia, and several other countries. The families we serve most closely are often NRI families โ because they need a trusted presence in India more than anyone.
Schedule a video consultation โ we're available across time zones.