NRIs
Wherever you live, stay connected to India the right way.
Global Indians often carry two financial lives: one where they live and one back home. We help you manage the Indian side with confidence, from accounts and investments to tax filings and moving money, so it supports your global plans rather than complicating them.
What’s on your mind
- Are my Indian bank accounts and investments compliant with my NRI status?
- How is my Indian rental income or capital gain taxed?
- Can I repatriate money, and how much?
- What changes when I return to India?
How we help
- Residency and account review (NRE, NRO, FCNR)
- India and GIFT City investment options suited to your country of residence
- Indian tax filing, TDS refunds and DTAA relief
- FEMA compliance, repatriation and returning-NRI planning
Consultations that fit your time zone
Meetings by video call at a time that suits you, whether you are in Dubai, London, Singapore, Toronto or New York. Tell us your city and preferred time, or message us on WhatsApp.
A coordinated approach
One plan, built around you.
Whatever your starting point, we follow the same five stages, with one relationship lead coordinating the specialists behind the scenes.
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01
Discover
A detailed conversation about your goals, family, business and current holdings.
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02
Diagnose
A complete review of investments, tax position, protection and structure, highlighting gaps and overlaps.
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03
Design
A written plan with clear priorities, responsibilities and timelines.
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04
Implement
Coordinated execution across investments, documentation and compliance.
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05
Review
Scheduled reviews, and prompt attention when life or regulation changes.
Most relevant services
Relevant product offerings
Hypothetical illustration — not a client case
An engineer living in Dubai still holds a resident savings account, an inherited flat and mutual funds bought before moving. Accounts are re-designated, KYC status is updated, rental income is filed correctly in India and a repatriation plan is documented.
FAQs
Questions we often hear
Can we meet without travelling to India?
Yes. Most NRI relationships are managed through video calls and digital documentation.
What is the annual repatriation limit from an NRO account?
Under current FEMA rules, NRIs can generally repatriate up to USD 1 million per financial year from NRO balances, subject to tax compliance and documentation.
Schedule an NRI consultation.
Start with a private, no-obligation conversation about where you are and where you want your wealth to go.