Property Advisory
Property Investment Advisory
Portfolio diversification, ROI modelling, and long-term investment planning for first-time investors, HNIs and NRIs.
- Capital-gains tax mapping (54 / 54F / 54EC)
- NRI / FEMA / repatriation guidance
- Portfolio diversification across asset classes
- Exit-route & liquidity planning
Overview
What this engagement covers
Real estate is one of the biggest investments most families make — and one of the least researched. We bring an institutional approach to your decision: capital-gains tax mapping, exit-route planning and portfolio diversification built around your wider financial plan.
For NRIs we provide FEMA & RBI guidance, source-of-funds documentation, Form 15CA/CB workings and repatriation support through your authorised dealer bank.
Advisory only — we do not market property or earn brokerage from any developer.
Who this is for
Ideal clients
- First-time real-estate investors
- Salaried investors building passive income
- HNIs & family offices
- NRIs investing in India
- Sellers planning capital-gain reinvestment
How it works
Process & timeline
- 1Financial profile review — goals, horizon, risk appetite
- 2Recommended asset mix and capital-gains plan
- 3Documentation assistance for selected property
- 4Tax / FEMA / repatriation paperwork support
- 5Annual portfolio review
Typical turnaround: Initial recommendation in 7–10 days.
Documents
What you need to share
- KYC & income proof
- Existing property portfolio summary
- Tax & financial statements
- PIO / OCI card (for NRIs)
Fees
Advisory fee structure
Advisory fee from ₹15,000 per engagement. Disclosed in writing upfront — no hidden brokerage.
FAQ
Common questions
How is capital gain on property taxed?+
Long-term (>24 months) capital gain is currently taxed at 12.5%* without indexation. Sections 54 / 54F / 54EC exemptions may be available if reinvested. We map the right route for you.
Can NRIs repatriate sale proceeds?+
Yes — up to USD 1 million per financial year under FEMA, subject to tax compliance and CA-certified Form 15CA/CB. The remittance is executed by your AD bank.
Not sure which engagement fits?
Browse the full Property Advisory catalogue or read our Property Finance guide first.
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