Financial & Tax
NRI taxation, repatriation, banking and investment advisory handled by chartered professionals and coordinated with your India accounts.
5 service areas38 services0 ready to start online
What's included
Services marked with an arrow can be started online right now; for everything else, a case manager will scope it with you on a free consultation.
Tax & NRI Compliance
- NRI Status DeterminationDetermine residential / NRI tax status.
- ITR FilingFile income tax returns.
- TDS Refund ClaimsClaim TDS refunds.
- Advance Tax ComputationCompute advance tax.
- Tax Notice ResponseRespond to tax notices.
- Capital Gains Tax PlanningPlan capital gains tax.
- DTAA SupportDouble-tax avoidance treaty support.
- Form 15CA / 15CB SupportPrepare Forms 15CA / 15CB.
Repatriation
- NRO Fund RepatriationRepatriate NRO account funds.
- Property Sale Proceeds RepatriationRepatriate property sale proceeds.
- Inheritance / Gift RepatriationRepatriate inheritance / gifts.
- Rental Income RepatriationRepatriate rental income.
- Securities / Investment RepatriationRepatriate investment proceeds.
- CA Certificate SupportObtain CA certificates.
- Bank CoordinationCoordinate with banks.
Investment Advisory
- Mutual Fund AdvisoryAdvice on mutual funds.
- Direct Equity / PIS SupportEquity investing via PIS.
- Fixed Deposit AdvisoryAdvice on fixed deposits.
- Real Estate Investment SupportReal estate investment guidance.
- NPS SupportNational Pension System support.
- Government Bonds / Securities SupportInvest in govt bonds / securities.
- Portfolio ReviewReview investment portfolio.
Banking
- NRE / NRO / FCNR Account OpeningOpen NRE / NRO / FCNR accounts.
- Solvency CertificateObtain a financial solvency certificate.
- Resident to NRI Account ConversionConvert resident to NRI account.
- Dormant Account ReactivationReactivate dormant accounts.
- KYC / Video KYC SupportComplete KYC / video KYC.
- Joint Account SupportSet up joint accounts.
- Nomination Update SupportUpdate account nominations.
- Internet / Mobile Banking SetupSet up online / mobile banking.
- FD ManagementManage fixed deposits.
- Locker CoordinationCoordinate bank lockers.
- Home Loan / LAP AdvisoryHome loan / loan-against-property advice.
Insurance
- Health Insurance SupportHealth insurance guidance.
- Life Insurance AdvisoryLife insurance advice.
- Property Insurance SupportProperty insurance guidance.
- Travel Insurance SupportTravel insurance guidance.
- Motor Insurance SupportMotor insurance guidance.