Wealth Management
Secure your financial future with expert Wealth Management in Chennai, Bangalore, Trichy, and Tuticorin. Life’s financial journey—from earning and saving to investing and passing on assets—requires thoughtful strategy and reliable guidance. At PKP & CO, we help individuals and families across South India make informed wealth decisions, ensuring every investment, insurance, and succession step is optimized for long-term prosperity.
As one of the leading wealth management firms in Tamil Nadu, our personalized approach and regional experience enable us to deliver high-impact financial planning, investment advisory, and property management. Whether you're an NRI with assets in India, a business owner planning estate succession, or an individual looking to maximize savings and returns, our wealth consultants are here to support you.
We earn trust by aligning strategies with your unique financial profile, clearly explaining investment options, and delivering performance benchmarked to industry standards.
Investment Advisory Services
Guidance on investing in shares, mutual funds, fixed deposits, and government bonds tailored to your risk appetite and goals.
Tax Planning and Succession Advisory
Structuring property settlements and succession planning to minimize tax exposure while ensuring smooth intergenerational wealth transfer.
Insurance Planning
Advising on life insurance, health coverage, and risk protection plans to secure your family’s financial wellbeing.
Estate and Inheritance Advisory
Support for drafting wills, managing inheritances, and estate planning to ensure your wealth is preserved and passed on as per your intentions.
Property Management for NRIs and Locals
Assistance in plot monitoring, rent collection, tenant management, and property-related compliance—especially useful for NRIs with properties in Chennai, Bangalore, Trichy, or Tuticorin.
Why Choose PKP & CO for Wealth Management?
- Deep experience with clients from Chennai, Bangalore, Trichy, and Tuticorin
- Trusted advisors for NRIs and HNIs seeking property and succession support
- Transparent reporting, investment benchmarking, and tailored strategies
FIPB and RBI Approvals
Although FIPB is now dissolved, we assist with:
- DIPP and RBI approval routes for FDI
- Sectoral cap analysis and documentation
Regular FEMA Compliance Support
Ongoing support for:
- Filing annual returns
- Reporting share allotments
- External Commercial Borrowings (ECB)
Secretarial Services under FEMA Compliance:
Reporting to RBI for:
- Receipt of foreign inward remittance (FDI)
- Allotment of shares to foreign investors
- Annual Foreign Liabilities and Assets (FLA) return
- Reporting of ECB transactions
Support with Overseas Direct Investment (ODI)
- Documentation and structure
- Filing of Form ODI and post-investment reporting
FEMA Compounding Assistance
- Preparation and filing of application to RBI
- Advisory on voluntarily admitting contraventions
- Representation before RBI for compounding proceedings
Why Choose PKP & CO for FEMA Compliance in South India?
- Local Presence with offices in Chennai, Bangalore, Trichy, and Tuticorin
- Trusted FEMA Advisors for startups, corporates, and NRIs
- Tailored solutions for cross-border investments and FEMA violations
- Extensive experience in handling RBI filings and representations
- Cost-effective and timely solutions for all FEMA-related matters