Route 66 Associates: Your Guide to International Investment
Simplifying global diversification for Indian investors through expert guidance on RBI's Liberalised Remittance Scheme (LRS) and comprehensive international investment services.
Strategic Investment Planning
1
Needs Assessment & Risk Profiling
We begin by understanding your financial goals, risk tolerance, and investment horizon to create a personalized strategy.
2
Asset Allocation & Diversification
Our experts develop strategic allocation plans considering global market trends and your specific risk appetite across equities, bonds, real estate, and alternative investments.
3
Tax Optimization
We explore tax-efficient investment structures to minimize liabilities in both India and target investment jurisdictions.
RBI LRS Regulations Expertise
Detailed Regulatory Guidance
In-depth explanations of the RBI's Liberalised Remittance Scheme regulations, ensuring you understand permissible investment avenues, remittance limits, and compliance requirements.
Documentation Assistance
Complete support in preparing necessary documentation and completing required formalities for LRS remittances, minimizing regulatory non-compliance risks.
Regulatory Updates
Proactive communication about any changes to LRS regulations, ensuring continuous compliance for your international investments.
Broker Selection & Account Setup
Due Diligence
We conduct thorough evaluations of reputable international brokers and dealers, considering regulatory compliance, financial stability, trading platforms, and fee structures.
Personalized Recommendations
Based on your investment objectives and preferences, we provide tailored broker recommendations suited to your specific needs.
Account Opening Support
Our team assists you through the entire account opening process, including completing applications, providing required documentation, and understanding trading platform functionalities.
UAE Brokerage Specialization
Specialized Knowledge
Our team possesses in-depth understanding of UAE brokerage firms and their unique offerings for international investors.
Regulatory Navigation
We guide you through the specific regulatory environment within the UAE, ensuring compliance while maximizing investment opportunities.
Established Relationships
Benefit from our established connections with reputable UAE brokers, providing you with preferential access and service.
Portfolio Monitoring & Management
1
1
Regular Reviews
Comprehensive portfolio reviews and performance reports
2
2
Rebalancing
Strategic portfolio adjustments to maintain desired allocation
3
3
Market Analysis
Ongoing investment recommendations based on market trends
4
4
Client Support
Continuous communication and responsive service
We provide continuous oversight of your international investments, ensuring they remain aligned with your financial goals while adapting to changing market conditions.
Educational Resources
LRS & Investment Workshops
Interactive sessions explaining the intricacies of LRS regulations and international investment strategies for Indian investors.
Market Outlook Presentations
Regular presentations on global market outlooks and emerging investment trends, keeping you informed about the latest developments.
Customized Training
Personalized education sessions tailored to your specific investment interests and knowledge requirements.
Our Value Proposition
1
2
3
4
5
1
Trusted Partnership
Your long-term financial success
2
Expert Guidance
Navigating complex regulations
3
Personalized Strategy
Tailored to your unique needs
4
Global Access
Network of reputable brokers
5
Continuous Support
Ongoing monitoring and service
Route 66 Associates aims to be your trusted partner for international portfolio diversification. We simplify the complexities of global investing, empowering you to achieve your financial goals through comprehensive consulting services designed specifically for Indian resident investors.