PIO Card Application - For NRIs
In addition to actually undertaking Financial Planning or Wealth Management or any other service there are a handful of basic paperwork issues to be taken care of. Some of them pertain to compliance while others relate to best practices.
Needless to say getting these things in order will go a long way in ensuring that you have control on what you are doing and that you are in compliance with various rules and laws.
Details coming up shortly...