Countries/India/India Private Client
India · Private Client
India Private Client.
Quiet, long-term advisory for global Indian families.
Indian private-client work runs across NRI status, FEMA compliance, succession (Hindu Succession Act, Muslim Personal Law, Indian Succession Act), and the GIFT City IFSC option. We coordinate the work through regulated Indian counsel.
What it is
The full picture, in plain language.
Private Client at Morifar coordinates the legal, tax and structural work behind a global Indian family's position — NRI/OCI status, FEMA, GIFT City structures, succession and wealth planning.
Who it's for
Designed for these situations.
Global Indian families
With assets and family across India, UAE, UK, US, Singapore.
Returning NRIs
Using the RNOR window and structural windows on return.
Founders post-exit
Where structuring capital around India needs care.
Multi-generational families
Where succession across Indian and overseas assets needs alignment.
Benefits
What the right structure delivers.
One coordinating mind
Across Indian and overseas lawyers, CAs and bankers.
GIFT City fluency
Family-investment funds, family offices and PMS in IFSC.
Cross-border coordination
India / UAE / UK / Singapore is daily work.
Succession across personal laws
Recognising the multiple personal-law regimes in India.
Discretion
Communications minimised; sensitive matters protected.
Continuity
Same team across years.
The process
Step by step — nothing hidden, nothing skipped.
- 01
Discovery
Weeks 1-3Family, business, structures, intentions.
- 02
Diagnostic
Week 4Written memo with priorities.
- 03
Strategy
Weeks 5-6Multi-year roadmap.
- 04
Specialist coordination
OngoingAssembly of Indian and international specialists.
- 05
Implementation
Months 1-12Structures, succession instruments, GIFT City vehicles.
- 06
Annual review
AnnuallyPosition reviewed against original plan.
Timeline
What a typical engagement looks like.
Month 1
Discovery and diagnostic.
Months 2-3
Strategy and specialist assembly.
Months 3-12
Implementation.
Documents required
The evidence pack we will ask for.
Family tree & ownership chart
Indian and overseas entities.
Existing wills and trusts
All jurisdictions.
NRI/OCI status documentation
For all family members.
Tax returns
Last 5 years across jurisdictions.
Costs & fees
What you should budget for.
Bespoke engagements with annual retainers and project fees.
Annual retainer
From INR 4,000,000
Coordination and oversight.
Discovery & diagnostic
INR 1,500,000 - 3,500,000
Fixed, refundable against year one.
Major structural project
Quoted separately
FAQs
Questions we are asked, and the honest answers.
What is GIFT City for families?+
The IFSC offers Family Investment Funds (FIFs) and Family Office structures — USD-denominated, tax-favoured, with simplified outbound investment.
Succession in India?+
Personal laws apply (Hindu, Muslim, Christian, Parsi). Multi-faith and international families need careful coordination.
Do you do tax returns?+
No — coordinated through regulated Indian CAs.
Common mistakes
What we see go wrong — so it doesn't happen to you.
Missing GIFT City for family offices
Onshore Indian structures are often suboptimal compared to IFSC alternatives.
Old NRO/NRE structures unreviewed
Bank account structures often outdate the family's situation.
Wills out of sync
Indian and overseas wills frequently contradict. Coordinate.
Explain like I'm 10
The simplest version of the whole thing.
Many Indian families have homes, businesses and savings spread across many countries. Private Client is one trusted team that keeps the whole picture in mind so nothing falls through the gaps.
Related services
Private consultation
Discuss india private client with the team.
A confidential first conversation — no obligation, no sales pitch. We listen, map your situation, and tell you honestly whether and how we can help.
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