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Managing Wealth Across India and Overseas
Hoxton Videos • Managing Wealth Across India and Overseas
Managing wealth across India and overseas can become increasingly complex as investments, pensions, and family arrangements span different countries. Knowing what you own, where it is held, and how the different pieces fit together is not always straightforward, but it is the foundation of good financial planning.
In this conversation, Aarti Sagar, Financial Planner at Hoxton Wealth, joins Julia Duke-Vinton to discuss how Indian clients with international assets can bring the different parts of their financial lives together.
What the video covers:
- Managing Indian and international investments alongside one another
- Building multiple sources of retirement income across different countries
- Holding overseas company shares and understanding how they fit into a wider plan
- Why estate planning becomes particularly important when assets are held across different jurisdictions
- Helping family members understand the broader financial picture
- Why an international planning strategy needs to reflect individual circumstances rather than follow a single approach
Whether you have built wealth in India, internationally, or both, this conversation offers a practical starting point for understanding how to bring it all together.
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