Raghav Sharma works in fee-only financial planning and investment advisory, helping individuals design long-term strategies to achieve financial independence. His advisory work typically includes portfolio management, tax planning, and retirement planning based on a disciplined investment approach.
Many NRIs invest in Indian financial markets while working overseas and require guidance on structuring those investments efficiently. Advisors in this field help clients understand how to invest in mutual funds, equities, and fixed income instruments through NRE or NRO accounts while maintaining compliance with Indian regulations.
Financial planning may also include strategies for managing property income in India and ensuring proper tax reporting of capital gains.
NRIs planning to relocate to India often consult financial planners to reorganize global portfolios and transition toward financial plans better suited to living in India. The focus is generally on building sustainable wealth through long-term investment discipline.
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