Our Services
Residential Status Planning
Effective residential status planning is crucial for NRIs during transitions, such as migration or return to India. We provide tailored guidance on determining your residential status based on the duration of stay and tax residency rules. Our services ensure compliance with FEMA and Income Tax regulations, optimizing tax liabilities and ensuring smooth transitions for your financial and tax affairs, whether you’re moving out of or back to India.
Moving out of India: for work, for education, for migration (PR)
When moving out of India—whether for work, education, or permanent residency (PR)—careful financial planning is essential. Key considerations include:
Residential Status – Understanding how your move affects your tax residency and implications under FEMA and the Income Tax Act.
NRE/NRO Accounts – Managing your bank accounts, including repatriation options and tax implications.
Tax Obligations – Comprehending how your income, assets, and investments will be taxed both in India and your destination country.
Asset Repatriation – Structuring the transfer of funds and investments while complying with regulatory requirements.
Investments and Portfolio Management – Reassessing your portfolio to align with international financial goals and tax efficiency.
Health and Insurance – Ensuring adequate health coverage and life insurance in both India and abroad.
Estate and Will Planning – Updating your estate plan, will, and inheritance structure to align with international legal frameworks.
NRI Taxation Benefits – Understanding exemptions, deductions, and rebates available for NRIs.
We help you navigate these decisions and ensure compliance, while maximizing financial efficiency and minimizing tax liabilities as you transition to a new country.
Returning to India – 9 Financial Decisions
Returning to India as an NRI involves critical financial decisions to ensure a smooth transition. Key areas to consider include:
Tax Residency Status – Understanding your tax obligations and residential status.
Repatriation of Funds – Managing the transfer of assets and funds back to India.
NRE/NRO Accounts – Converting your accounts to suit your new residency status.
Real Estate – Deciding whether to sell, rent, or keep property in India.
Investments – Reassessing your global portfolio and aligning it with Indian tax laws.
Retirement Planning – Revisiting pension funds, EPF, or other retirement savings.
Inheritance Planning – Structuring wills and estate plans for future generations.
Insurance – Updating health, life, and property insurance to meet local requirements.
Tax Liabilities – Managing potential tax liabilities both in India and abroad to avoid double taxation.
We guide you through these decisions, ensuring tax efficiency, regulatory compliance, and a seamless financial transition when returning to India.
Residential Status Planning
Effective residential status planning is crucial for NRIs during transitions, such as migration or return to India. We provide tailored guidance on determining your residential status based on the duration of stay and tax residency rules. Our services ensure compliance with FEMA and Income Tax regulations, optimizing tax liabilities and ensuring smooth transitions for your financial and tax affairs, whether you’re moving out of or back to India.
Moving out of India: for work, for education, for migration (PR)
When moving out of India—whether for work, education, or permanent residency (PR)—careful financial planning is essential. Key considerations include:
-
Residential Status – Understanding how your move affects your tax residency and implications under FEMA and the Income Tax Act.
-
NRE/NRO Accounts – Managing your bank accounts, including repatriation options and tax implications.
-
Tax Obligations – Comprehending how your income, assets, and investments will be taxed both in India and your destination country.
-
Asset Repatriation – Structuring the transfer of funds and investments while complying with regulatory requirements.
-
Investments and Portfolio Management – Reassessing your portfolio to align with international financial goals and tax efficiency.
-
Health and Insurance – Ensuring adequate health coverage and life insurance in both India and abroad.
-
Estate and Will Planning – Updating your estate plan, will, and inheritance structure to align with international legal frameworks.
-
NRI Taxation Benefits – Understanding exemptions, deductions, and rebates available for NRIs.
We help you navigate these decisions and ensure compliance, while maximizing financial efficiency and minimizing tax liabilities as you transition to a new country.
Returning to India – 9 Financial Decisions
Returning to India as an NRI involves critical financial decisions to ensure a smooth transition. Key areas to consider include:
-
Tax Residency Status – Understanding your tax obligations and residential status.
-
Repatriation of Funds – Managing the transfer of assets and funds back to India.
-
NRE/NRO Accounts – Converting your accounts to suit your new residency status.
-
Real Estate – Deciding whether to sell, rent, or keep property in India.
-
Investments – Reassessing your global portfolio and aligning it with Indian tax laws.
-
Retirement Planning – Revisiting pension funds, EPF, or other retirement savings.
-
Inheritance Planning – Structuring wills and estate plans for future generations.
-
Insurance – Updating health, life, and property insurance to meet local requirements.
-
Tax Liabilities – Managing potential tax liabilities both in India and abroad to avoid double taxation.
We guide you through these decisions, ensuring tax efficiency, regulatory compliance, and a seamless financial transition when returning to India.
