Build Wealth That’s Structured for Growth & Security
In a Better Regulated Global Financial Environment
Wealth creation is one thing—wealth preservation, repatriation, and compliance is another. Whether you’re a resident Indian with multiple assets, an NRI investing across borders, or an HNI managing inheritance—how your wealth is structured determines long-term security.
At CA Lekshmi & Associates, we go beyond standard advisory. We strategically design and optimize investment and wealth structures—so you grow returns, minimize risk, and ensure compliance across Indian and global regulations (FEMA, Income Tax, DTAA).
Your wealth deserves a blueprint. Not a patchwork of ad hoc investments.
Our Wealth Structuring Support Includes
Asset Mapping & Classification – Real estate, equity, fixed income, business interests, and international assets
FEMA-Compliant Investment Planning – Ensure legality of cross-border investment flows and asset ownership
Repatriation & Tax Optimization – Minimize tax liability and enable smooth outward remittance
Trusts & Family Office Setup – Secure succession and estate transfer plans with minimal disruption
Global Investment Compliance – DTAA, FATCA, Form 15CA/CB, RBI reporting handled end-to-end
Includes personalized risk profiling, investment timelines, documentation strategy, and family consultations.
Structure Your Legacy with Clarity & Compliance
Investment decisions must go beyond returns—they need to consider tax impact, repatriation feasibility, and legal compliance. With evolving FEMA and Income Tax regulations, structuring your investments correctly is critical to risk mitigation and future liquidity.
Structured approach for optimal outcomes
Financial Goal Mapping
Understand your short-term and long-term goals.Asset Review
Evaluate existing investments, risks, and regulatory exposure.Structure Design
Propose compliant vehicles like trusts, partnerships, or SPVs based on profile.Implementation Support
Assist in documentation, due diligence, and professional coordination.Ongoing Advisory
Monitor changes in law or financial goals and recalibrate accordingly.
Structure Before You Grow
NRIs & Foreign Nationals
Plan your Indian investments to remain repatriable, legal, and low-risk.
HNIs with Multi-City or Global Portfolios
Consolidate and optimize your asset spread for performance and transfer.
Entrepreneurs Entering Wealth Phase
Shift your focus from earnings to preservation with a strong framework.
Multi-Generational Families
Put in place structured plans for inheritance, gifting, and family office setups.
Investment & Wealth Structuring FAQs
Common questions about income tax, compliance, and litigation support in India.
What is wealth structuring?
It’s the strategic design of how you hold, grow, and pass on your wealth—across assets, jurisdictions, and generations.
Can I restructure old investments?
Yes. We help reposition them for better tax outcomes and regulatory alignment.
Is this relevant if I don’t have ₹10 Cr+ net worth?
Absolutely. Even mid-level portfolios need clarity and compliance to avoid future issues.
Can you help with both India and foreign assets?
Yes. Our plans align both domestic and international portfolios under relevant laws.
