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Business Broucher.doc
37KB
Business Broucher.doc
37KB
Unlock the potential of your wealth today.
A Family CFO layer for India-linked wealth across borders
For NRIs and global Indians, wealth often sits across countries, accounts, tax systems, family responsibilities and legal jurisdictions.
Tandy FinServ helps organise and coordinate India-linked wealth decisions through the TFS Engine System — covering Core, Income, Growth, Security, Liquidity and Legacy.
We help create visibility, documentation and coordination while working with appropriate tax, legal, investment and regulatory professionals wherever required.
Global wealth needs local clarity and cross-border coordination.
An NRI family may have:
– India-linked investments
– NRE/NRO accounts
– Indian property
– insurance policies
– family dependents in India
– inheritance considerations
– tax residency questions
– repatriation needs
– currency exposure
– estate documents across jurisdictions
– professionals in more than one country
Without coordination, decisions can become fragmented.
How the TFS Engines apply to NRIs
Core Engine
India-linked assets, liabilities, documents and family responsibilities.
Income Engine
Rental income, investment income, retirement income and family support flows.
Growth Engine
India-linked investment review and execution support through appropriate channels.
Security Engine
Insurance, family protection and healthcare-readiness review.
Liquidity Engine
NRE/NRO liquidity, property-related liquidity, emergency reserves and repatriation coordination.
Legacy Engine
Nomination, will readiness, succession and India-linked estate coordination.
01
India-Linked Wealth Map
Organise Indian assets, accounts and documents.
02
Residency & Tax Coordination
Coordinate with appropriate professionals for tax residency and documentation issues.
03
Liquidity & Repatriation Readiness
Review access to funds and India-linked liquidity needs.
04
Legacy Across Borders
Succession and documentation for India-linked assets.
FAQs of NRI & Global Wealth Structuring
Do you provide cross-border tax advice?
No. Cross-border tax advice should be provided by qualified tax professionals. We help organise information and coordinate the right conversations.
Can you help with Indian investments for NRIs?
We can support India-linked investment visibility and mutual fund distribution where permitted under applicable rules, channels and onboarding requirements.
Do you advise on overseas investments?
We do not provide overseas securities advice unless delivered through appropriately registered entities or partners. Our role is coordination-led.
Led by Victor Tandy
Family CFO for Business Families, HNIs & Global Indians
Victor helps families bring structure to their wealth through the TFS Engine System — coordinating investments, insurance, liquidity, tax conversations, estate readiness and long-term family financial governance.
His work is designed for families who want more than product access.
They want clarity, control and continuity.
