Discovering OWAS – A Global Investment Avenue
Col Arun Lal, a retired Indian Army officer now settled in the USA, was seeking a disciplined and structured way to invest globally, with a special emphasis on the US markets. While exploring options, he came across One World Advisory Service (OWAS) by Hum Fauji Initiatives, a global investment solution designed for long-term wealth creation.
What impressed him most was the ability to invest even in Indian companies in the USA, which eliminated the reporting complications of FBAR/FATCA and simplified US tax compliance of PFIC for US residents holding Green Cards, H-1 B visas, or citizenship.
In OWAS and NRI Advisory Services of HFI, he found the most transparent model, where professional recommendations are shared while investors retained complete control over execution, further building his confidence. And all this at a very small and transparent fixed fee.
From Steady Portfolio Growth to Stress-Free Wealth Management
Guided by OWAS recommendations, Col Lal invested in a diversified portfolio spread across global equities, gold, and other asset classes. This balanced strategy reduced risks across geographies while ensuring sustainable returns. Over the past two years, his portfolio has grown steadily, meeting expectations and strengthening his trust in the process.
What he values most, however, is the clarity and confidence that comes with OWAS’ structured reporting. The detailed personalised monthly portfolio report, complete with charts and performance insights, allowed him to track the portfolio progress without the need for constant reviews on his own. Combined with equity market outlooks, fresh recommendations, and close support from the OWAS team, this proactive approach has made wealth management and NRI Investments for the armed forces officers convenient, straightforward, and stress-free.
Benefitting the Fellow NRIs and their kids settling abroad
We are happy to share that Col Lal has not kept this experience of OWAS and NRI Investment Advisory to himself. Whenever he meets fellow NRIs or kids of retiring officers moving abroad or even anybody else of any nationality resident in USA, he shares how these exclusive services of Hum Fauji Initiatives have simplified his global investing journey in US Stocks and ETFs.
More Than a Service: A Trusted Framework
For Col Lal, OWAS and NRI Investment Advisory is more than a transactional investment service. He says, “I love how this financial framework is beautifully combined with disciplined diversification, clear reporting, and proactive guidance at a small fixed fee”. The peace of mind it provides has made him not only a satisfied client but also a strong advocate for HFI among the NRIs, proving that true financial success is not only about returns but also about clarity, confidence, and a reliable partnership.
For more detailed information, you can visit and reach out to One World Advisory Services (OWAS) and NRI Client Advisory verticals of Hum Fauji Initiatives.
