Wealth

Every recommendation follows from four factors: the goal, the time horizon, the risk profile and the right asset allocation. Products are selected to fit the plan, never the other way around.

No. Market-linked investments such as mutual funds and equities carry risk, and returns vary with market conditions. GlobeeOne Wealth focuses on what can be controlled: discipline, diversification, cost efficiency and time in the market.

Investments are always held in the investor’s own name, with the fund house, registrar or depository. Payments go directly to the fund house or product provider, and every holding is visible in official account statements.

Portfolios are reviewed at least once a year and at every major life event, such as a new job, marriage, a child’s birth, a home purchase or retirement. Rebalancing is carried out whenever allocation drifts from the plan.

Yes. The Portfolio Health Check uses the Consolidated Account Statement (CAS) to bring every holding into one view, identify overlaps and underperformers, and simplify the portfolio.

GlobeeOne Wealth assesses protection needs through gap analysis, cover reviews and emergency fund planning. Insurance policies, claim support and servicing are delivered through GlobeeOne Secure+, keeping protection fully connected to the wealth plan.

No. Every taxpayer benefits from choosing the right tax regime, using eligible deductions and planning capital gains. Early tax planning often has the greatest long-term impact.

Yes. For many asset types, a nominee receives assets on behalf of the legal heirs and does not automatically become the final owner. A properly drafted and registered will, supported by updated nominations, ensures assets reach the intended beneficiaries without dispute or delay.

Yes. GlobeeOne Wealth supports IEPF claims for unclaimed shares and dividends, tracing of unclaimed bank deposits, transmission of assets after the death of a family member and dematerialisation of old physical share certificates.

Yes, through NRE or NRO accounts and, for direct equity, the Portfolio Investment Scheme. Some fund houses restrict investments from residents of the USA and Canada due to FATCA requirements, and GlobeeOne Wealth identifies suitable options accordingly.

Resident but Not Ordinarily Resident (RNOR) is a transitional tax status available to many returning Indians. During this period, most foreign income generally remains outside the Indian tax net, making it the ideal window to restructure global assets.

Wealth plans connect directly with GlobeeOne Secure+ for insurance, GlobeeOne Finserv for loans against securities, GlobeeOne Scholar for education loans, GlobeeOne Study Abroad for international education planning and GlobeeOne Academy for financial literacy.

Yes. All personal and financial information is handled in line with the GlobeeOne Privacy Policy and the Digital Personal Data Protection Act, 2023, and is used only to deliver the services requested.