Pillar I · Plan

India Investments, Made Simple — From Anywhere

Whether you’re in Singapore, San Francisco, or Sharjah, we help you invest, comply, and plan across borders without the paperwork pain.

Why this matters

Three Tax Codes. Two Currencies. One Plan.

As an NRI, you’re navigating two tax jurisdictions, foreign-exchange rules, and account-type complexity that domestic investors never encounter.

Get it right, and India can be a powerful, tax-efficient growth engine for your global wealth. Get it wrong, and you risk double taxation, FEMA non-compliance, or proceeds you can’t repatriate when you need them.

We’ve built our NRI service around the most common questions and most common mistakes — and we handle the heavy paperwork on your behalf.

What we cover

End-to-End NRI Services

  • NRE / NRO / FCNR account guidance
  • FATCA / CRS reporting alignment
  • Mutual funds, PMS, AIF, bonds (with NRI-eligible filters)
  • DTAA application & TDS refund support
  • Repatriation up to USD 1 mn/year structuring
  • Real estate, GIFT City, & cross-border planning
  • Returning NRI re-domicile transitions
Common Scenarios

Who We Typically Help

Profile

The Tech Professional in the US

Vested RSUs, India parents to support, and an eventual return plan. We help build an INR-denominated wealth corpus alongside US holdings.

Profile

The Gulf Engineer

Tax-free salary, regular remittances, and goals like a Mumbai apartment plus retirement. We structure tax-efficient INR investments and FCNR deposits.

Profile

The Singapore Banker

Sophisticated investor wanting India exposure beyond ETFs. We open access to PMS and AIFs available to NRIs in approved jurisdictions.

Profile

The UK Doctor

NRO income from rental property, DTAA optimisation, and a retirement plan that bridges UK pension and Indian sources.

Profile

The Returning NRI

Planning to move back. We help re-classify accounts, manage foreign assets under FEMA, and re-base the investment plan in INR.

Profile

The OCI Card-Holder

India-rooted, abroad-domiciled. Investment access, real-estate inheritance, and family-trust structuring.

FAQ

NRI Questions, Answered Clearly

NRE accounts hold foreign income converted to INR — fully repatriable, interest tax-free in India. NRO accounts hold Indian income (rent, dividends) — taxable, repatriation capped at USD 1 mn/year with paperwork. Most NRIs need both.
Yes, but only with select AMCs that accept US/Canada residents — most don’t, due to FATCA reporting. We help identify eligible AMCs and complete onboarding via the right NRO/NRE account.
India has Double Taxation Avoidance Agreements with 90+ countries. Tax paid in one jurisdiction can typically be claimed as credit in the other, with proper documentation (TRC, Form 10F). We coordinate with your local tax consultant or CA.
Account types must be re-designated (NRE/NRO → resident accounts), and foreign assets disclosed under Schedule FA. There’s a transition window during “RNOR” status that offers favourable tax treatment — we plan around it.
Across Borders

Manage Your India Wealth, Wherever You Are

One team, many time zones. We handle the paperwork, you focus on living abroad.

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