Mohit, a Singapore based NRI (non-resident Indian), heads the marketing division of a MNC Bank. He is married and has one daughter, who currently goes to an international school.

While he is doing well in his career, post-retirement he plans to return and settle in India. High cost of living in Singapore, family and friends back in India etc. have caused him to start planning his retirement.

Initially, his investments were diversified across global geographies and asset types.


As a first step we helped him compute a target retirement kitty to maintain a similar or better post retirement lifestyle in India. Then then worked out the case for creating his retirement nest in India directly instead of using indirect route of international funds.

Today he is investing automatically every month towards the goal. Every few month he tops up his investments lumpsum too. And all this is executed online for him. While he is travelling the globe for work.


Box Personal Financial Advisors is a Delhi NCR based wealth management firm primarily advising and managing wealth for Delhi NCR based HNI families and NRIs.

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