NRE vs NRO account: which one should you use?
NRE and NRO accounts look similar but are taxed and repatriated very differently. Using the right one for each rupee saves tax and paperwork later.
Read ArticleArticles
In-depth pieces on investing, tax, structuring and succession.
Written by our team of Chartered Accountants and finance professionals for families, business owners and global Indians.
Latest articles
Capital gains on property: planning before you sell
Selling a house or plot can create a large tax bill. How capital gains on property are taxed today and the exemptions worth planning for before you sign.
Read Article
How to make a will in India: a practical guide
A will is the simplest estate planning document, and the one most families put off. What it should cover, how to make it valid, and when to update it.
Read Article
Why a flat market is no reason to stop investing
When markets go nowhere for months, it is tempting to pause SIPs. Here is why steady investing through dull periods matters, and when to review your plan.
Read Article
Nomination is not inheritance: what every family should know
Many families assume the nominee on a bank account or demat holding automatically becomes its owner. In most cases, that is not how it works.
Read Article
Returning to India: a checklist for your money
Moving back to India changes your tax status, your bank accounts and how your overseas assets are taxed. Here is what to sort out, and in what order.
Read Article
Family constitution: a simple framework for business families
A family constitution sets out how a business family makes decisions, before a disagreement forces the question. What to include and how to start.
Read Article
PMS, AIF or SIF? Understanding the options above mutual funds
As portfolios grow, investors hear about PMS, AIFs and now SIFs. Here is how the three differ, and the questions worth asking before choosing any of them.
Read Article
Investing globally through GIFT City: a practical primer
GIFT City lets resident Indians and NRIs access global funds from within India. How it works, who it suits, and the questions to ask before you invest.
Read Article
HUF in 2026: is it still useful for your family?
A Hindu Undivided Family can still be a useful planning tool, but it is not a shortcut. How an HUF works, where it helps and the trade-offs to understand.
Read ArticleBusiness wealth vs family wealth: why the line matters
For many entrepreneurs, the business is the family’s largest asset and its largest risk. Drawing a clear line between the two is one of the most valuable things a promoter can do.
Read Article
Unlisted and pre-IPO shares: what to check before you invest
Pre-IPO and unlisted shares can be attractive, but pricing, liquidity and information are very different from listed stocks. A checklist before you invest.
Read Article
Bonds, NCDs and fixed deposits: understanding credit risk
Fixed income is not risk-free. How credit risk works across bank deposits, company FDs, bonds and NCDs, and how to read a credit rating sensibly.
Read Article