NRI Finance Tax is a specialised consulting platform led by a team of Chartered Accountants and legal experts, providing in-depth advisory on NRI taxation, FEMA regulations, DTAA planning, and cross-border wealth structuring. The firm works extensively with High Net-worth Individuals (HNIs), Non-Resident Indians (NRIs), and global Indian families across Europe, the UAE, and Asia to ensure tax compliance in India, legally optimise investments, and navigate capital gains and inheritance issues with full regulatory clarity.
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NRI Finance Tax
NRI Finance Tax
NRI Taxation | FEMA Compliance | Cross-border Personal Finance
NRI Taxation | FEMA Compliance | Cross-border Personal Finance
Helping HNIIs across the globe structure wealth, save taxes & stay compliant
Helping HNIIs across the globe structure wealth, save taxes & stay compliant
Cross-Border Tax Strategy and Legacy Planning for Global Indian Families
Cross-Border Tax Strategy and Legacy Planning for Global Indian Families
At NRI Finance Tax, our team of experienced Chartered Accountants and cross-border advisors brings a deep understanding of the NRI experience—both from a technical and practical perspective. Having worked closely with HNI families worldwide, we recognise the real-world impact of every regulatory provision. Our services go beyond compliance to focus on legacy planning, cross-border tax efficiency, and long-term peace of mind for Indian families across generations.
For over two decades, NRI Finance Tax has collaborated with High Net-worth Individuals (HNIs), Non-Resident Indians (NRIs), and global professionals to help them::
File accurate and compliant NRI tax returns in India
Plan FEMA-compliant structures for remittances, repatriation, and NRO/NRE account usage
Optimise Double Taxation Avoidance (DTAA) benefits and handle country-specific tax complexities (e.g., PFIC, Form 67, 401(k) taxation)
Structure cross-border investment portfolios, including MF vs PMS, real estate, and offshore assets
Manage capital gains, inheritance, and succession planning with a compliant, long-term lens
NRI Finance Tax focuses on two critical phases of every global Indian’s financial journey:
Indians planning to move abroad – guiding them on residency planning, investment realignment, real estate strategy, and exit structuring.
Returning NRIs – advising on reverse migration strategy, asset realignment, reclassification of accounts, and smooth tax transition into India.
Whether you're building a life abroad or planning your return to India, our objective is to help you make every financial and regulatory decision strategic, compliant, and hassle-free.
Our Purpose: Guiding Global Indians Through Financial Transitions
Our Purpose: Guiding Global Indians Through Financial Transitions
Many NRIs make critical financial decisions based on informal advice—be it from friends, social media influencers, or WhatsApp groups—without fully understanding the tax or legal implications.
At NRI Finance Tax, we’ve witnessed how a single uninformed transaction can lead to prolonged non-compliance, blocked repatriation, or unexpected tax scrutiny.
Our mission is to provide NRIs with clarity, compliance, and confidence in every financial decision—whether it's investment, exit, inheritance, or relocation.
This is not just about filing returns; it’s about strategic foresight, legal accuracy, and safeguarding your global legacy.
When your money crosses borders, regulations follow—and our role is to ensure you stay one step ahead.
What Clients and Professionals Have Shared About Our Team’s Work
What Clients and Professionals Have Shared About Our Team’s Work
The following feedback was originally shared on LinkedIn in reference to the professional work of Chartered Accountants associated with NRI Finance Tax. While these comments reflect individual experiences, they are representative of the broader advisory services delivered by our team of consultants, including Chartered Accountants and legal professionals across jurisdictions. At NRI Finance Tax, we take a collaborative approach to NRI taxation, compliance, and cross-border financial planning—ensuring that every client benefits from the collective expertise of our multidisciplinary team.
Clients We Work With
Clients We Work With
Over the years, we’ve worked with a wide range of global Indians — from CXOs in Europe to families navigating inheritance from their Indian parents. If any of these sound like you, we should talk:
An Indian professional planning to move abroad and unsure how to structure bank accounts, investments, or property
An NRI confused about mutual fund taxation, Form 67, or how DTAA applies to their country
A family with inherited property or real estate income, needing clarity on capital gains and FEMA compliance
An overseas citizen planning to return to India and concerned about tax residency, reclassification of assets, or repatriation
A returning NRI concerned about tax residency, asset reclassification, or repatriation of overseas assets
A High Net-worth Indian Individual (HNII) seeking to optimise multi-jurisdictional investments, succession planning, and asset protection
An NRI or OCI planning a property sale or large remittance from India and looking to obtain a Lower Tax Deduction Certificate (TDS relief under Section 197) to avoid over-deduction at source
If you’re dealing with complexity across India and your resident country—financially, legally, or emotionally—we help make that manageable, legal, and efficient.
Ready to Take the Next Step?
Ready to Take the Next Step?
Whether you’re an NRI investing in India, a global Indian navigating compliance, or a family preparing for succession — clarity begins with a conversation. We offer a confidential, no-obligation discovery call where we can assess your situation and map the right way forward. Let’s simplify the complexity of cross-border finance, together.
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