Investing across two tax jurisdictions is an administrative burden by default. We convert it into a single point of contact — compliant on the India side, transparent on the home-country side, and coordinated with your overseas advisors.
Just moved overseas and unsure what to do with existing Indian investments. We tidy up account types, re-file KYC, and rebuild the portfolio under the new residency status.
Moving back to India. We convert accounts, rationalise holdings, and re-plan for residency status with a view to the new tax regime.
Well-established overseas, but India-side investments are scattered. We consolidate and simplify.
Born or raised abroad, you've inherited Indian financial assets without a clear playbook for managing them. We handle the KYC and FEMA paperwork, coordinate repatriation or continued investment, and give you a single point of contact for assets you didn't choose but are now responsible for.
We confirm your FEMA residency status, tax residency, and align bank and investment accounts accordingly.
KYC, FATCA/CRS, PAN linkage, and fund selection — executed only through NRI-eligible products.
Annual tax statements, capital-gains summaries, and foreign-tax-credit documentation, ready for your overseas CPA/CA.
Yes — most fund houses accept NRI investments, though a handful restrict applications from US and Canada residents due to FATCA compliance burden. We know which houses do and do not, and plan around it.
TDS on capital gains applies at differentiated rates (short-term vs long-term, equity vs debt). We compute the applicable TDS in advance so redemptions are not met with unwelcome surprises, and help claim refunds where applicable.
India has Double Taxation Avoidance Agreements with most major countries. Depending on the treaty, tax paid in India can be credited against your home-country liability. We ensure the TRC (Tax Residency Certificate) and Form 10F are in place so the treaty benefit is actually claimed.
From NRE and FCNR accounts, yes — fully and freely. From NRO, up to USD 1 million per financial year subject to documentation. We handle the paperwork end-to-end.
A thirty-minute discovery call — no obligation, no product pitch.
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