Why prepare for Retirement
Retirement marks a new chapter in life—a time to relax, pursue hobbies, and enjoy the…
NRI Connect Finservice serves the global NRI community, helping investors build wealth through goal-based investing, retirement corpus creation, and income generation strategies.
With nearly 20 years of experience, we offer disciplined investment approaches across mutual funds and fixed income instruments, tailored to the needs of clients living across different geographies.
Seamless access to premium investment opportunities, backed by in-depth research and personalised portfolio oversight.
Everything we do is aligned with your financial goals and priorities. We begin by understanding your needs in detail, ensuring every step remains relevant to your journey.
Clear communication with complete clarity on products and services. You always stay informed about where your money is invested, with no hidden terms or confusion.
Access to a diverse range of mutual fund options across categories. This enables flexibility to select suitable options based on different goals and comfort levels.
A structured approach to help you stay on track toward your life goals. Whether it’s retirement, education, or wealth creation, investments are aligned with clear milestones.
Backed by strong industry exposure and practical market understanding. Our experience helps navigate different market conditions with discipline and consistency.
Seamless onboarding, tracking, and transactions at your fingertips. Enjoy a smooth and convenient experience with easy access anytime, anywhere.
Regular updates and assistance whenever you need it. We stay connected to ensure your investments continue to align with your changing needs.
Committed to building sustainable wealth over time. We encourage disciplined investing with a focus on consistency rather than short-term movements.
At NRI Connect Finservice, every interaction is built on trust, experience, and long-term commitment.
My association with Dr Chandrakant has been for more than 13 years. He was always there when I needed his support for analysis and investment advice. With his help, I have built a commendable portfolio. As I am retired, I ceased making further investments. However, I still continue to hold a sizeable portfolio with Dr Chandrakant. Thank you, Dr Chandrakant, for all your support and guidance, which helped me enjoy my retired life comfortably and peacefully.
Navigating through the maze that is the Indian tax/financial system, specifically for NRIs, is quite challenging. Also, frequent changes make it difficult to remain up to date. Chandrakanth Bhat and his team are the perfect people to have in my corner to guide me throughout the journey of wealth creation and dealing with all the legwork required. Wishing him, Tejas, and the entire team the very best and continued success and recognition!
I have known Dr. Bhat for over a decade, as a colleague as well as an associate. Dr. Bhat and Tejas are a synergised team, helping NRIs achieve their own financial goals. What is important is that there is no hard sell on any of the services offered to Non-Resident Indians. Easy-to-listen, informative videos on important milestones towards financial freedom, tax, critical illness, and many more topics make it an informed and educated way for clients to take a call.
After onboarding clients, I see a systematic process to manage each expectation, considering long-term relationships with no shortcuts to wealth building.
Congrats on the new office launch and the very best to you and your successful team.
Warm wishes.
I have known Dr. Bhat since 2013. He has provided us with very pragmatic financial planning advice over the years, guiding our financial planning and making sure we provide for key milestones such as children's education and relocation back to India. With his initiative, Dr. Bhat has now extended the reach of not only his own expertise but also facilitates collaborative interactions with subject matter experts, bringing such conversations and services to the wider community and guiding us on a wide range of topics.
I wish the team all the very best.
I have had the pleasure of working with Dr. Bhat for over a decade, much before he started his company, and I couldn't be more satisfied with the service he has provided me in that period. From the very beginning, Dr. Bhat struck me as someone with a deep passion for financial planning, investing, and wealth management. His approach was to simplify various financial instruments to ensure that I completely understood what I was getting into.
Dr. Bhat always took the time required to understand my family situation, personal status at each stage, and my financial aspirations, to which he offered various options. Over those years, Dr. Bhat has grown my portfolio, and I can confidently say that I could not have done it without his constant and calming guidance.
I would highly recommend Dr. Bhat to anyone looking for a knowledgeable and trustworthy financial consultant, as he truly goes above and beyond to ensure their clients' financial security.
We have been working with with Dr Chandrakant Bhat and Tejas for the last 3 years. We have received exceptional guidance from both of them and we are very happy with the suggestions we received. I would definitely suggest people to touch base with Mr. Chandrakantha Bhatta who wish their financial journey to be stress free.
I started engaging with Dr Bhatt from Sept 2021. The last 3 years have been very gratifying. Dr Bhat and his team are easily accessible and they curate advice based on your life stage and future needs. The team has detailed knowledge of the best financial products available for NRIs and advices transparently based on your risk appetite and life goals. Dr Bhat is like a financial planning mentor who has a long term view of his clients, has a team of tax and financial planning experts, who chip in for specific needs. I myself went through a period of financial distress during this time, Dr Bhat stepped in with empathetic advice which kept my long term financial well being as a priority. I continue to engage with Mr. Chandrakantha Bhatta post returning to India.
I have been associated with Mr. Chandrakanth Bhat as my financial consultant since 2013, and I am extremely pleased with his services. His advice has consistently been insightful and tailored to my financial goals. Over the years, he has demonstrated a deep understanding of financial planning and a commitment to providing timely, reliable support. I highly recommend Mr. Bhat to anyone seeking a knowledgeable and trustworthy financial consultant.
At NRI Connect Finservice, we focus on simplifying your investment journey with a structured and disciplined approach. We help you select suitable options based on your goals, provide ongoing support, and ensure a smooth and hassle-free experience.
Absolutely. NRI Connect Finservice provides end-to-end support from starting your investment to redeeming it ensuring a smooth process at every stage.
Your investments are made directly in your name with regulated mutual fund companies. NRI Connect Finservice
only facilitates the process, ensuring full transparency and security of your holdings.
Retirement marks a new chapter in life—a time to relax, pursue hobbies, and enjoy the…
In the world of investing, timing the market is often less effective than time in…
In the pursuit of financial independence, the right investment tools can make all the difference.