NRI Taxation & Investment Advisory Services – India

In an increasingly globalized world, Non-Resident Indians (NRIs) face complex tax, regulatory, and investment challenges arising from cross-border income, overseas assets, and evolving Indian tax and FEMA regulations. Effective management of NRI taxation and investments requires specialized expertise, careful planning, and continuous compliance with Indian laws.

Our firm provides comprehensive NRI Taxation & Investment Advisory services in India, offering end-to-end support to NRIs, Persons of Indian Origin (PIOs), and overseas citizens with income, assets, or investments in India. Backed by experienced Chartered Accountants, we ensure lawful compliance, tax efficiency, smooth repatriation, and strategic investment structuring, in accordance with the Income-tax Act, 1961, FEMA regulations, RBI guidelines, and applicable Double Taxation Avoidance Agreements (DTAAs).

Our NRI Advisory Approach

  • Cross-border tax-efficient planning

  • Strong focus on FEMA and RBI compliance

  • Accurate reporting and documentation

  • Strategic handling of assessments and disputes

  • Confidential, transparent, and client-centric service

Residential Status & Scope of Taxability

Determination of residential status is the foundation of NRI taxation.

Services Include:

  • Determination of residential status under the Income-tax Act

  • Advisory on scope of total income taxable in India

  • Planning for change in residential status (RNOR / Resident)

  • Advisory on tax implications of returning to India

NRI Income Tax Compliance & Return Filing

  • Preparation and filing of Income Tax Returns for NRIs

  • Advisory on mandatory disclosures and reporting requirements

  • Rectification of defects and adjustments in returns

  • Assistance in responding to intimations under Section 143(1)

  • Advisory on advance tax and interest implications

DTAA & Foreign Tax Credit Advisory

  • Interpretation and application of Double Taxation Avoidance Agreements (DTAA)

  • Advisory on avoidance of double taxation

  • Assistance in claiming Foreign Tax Credit (FTC)

  • Documentation and compliance for Form 67 and related filings

NRI Investment Advisory in India

We provide advisory support for tax-efficient investments by NRIs in India.

Investment Advisory Includes:

  • Tax implications of investments in shares, mutual funds, bonds, and debentures

  • Advisory on NRE, NRO, and FCNR accounts

  • Capital gains tax planning on sale of securities and property

  • Repatriation planning of income and capital

NRI Real Estate Tax Advisory

  • Tax advisory on purchase and sale of immovable property in India

  • Capital gains computation and exemption planning

  • TDS compliance under Section 195

  • Repatriation of sale proceeds and FEMA compliance

FEMA & RBI Compliance Advisory

  • Advisory on FEMA regulations applicable to NRIs

  • RBI compliance for investments and repatriation

  • Assistance in filing required declarations and forms

  • Advisory on remittances and overseas transfers

NRI TDS & Withholding Tax Matters

  • Advisory on TDS applicability on NRI income

  • Assistance in obtaining Lower or Nil TDS Deduction Certificates

  • Compliance with withholding tax provisions

  • Representation before tax authorities in TDS matters

Assessments, Notices & Litigation for NRIs

  • Handling of notices, assessments, and scrutiny proceedings

  • Representation in faceless assessment proceedings

  • Drafting replies and submissions before tax authorities

  • Appeals before Commissioner of Income Tax (Appeals) and ITAT

Inheritance, Gift & Succession Advisory

  • Tax advisory on gifts received from India

  • Inheritance and succession planning from Indian tax perspective

  • Advisory on taxation of inherited assets and income

  • FEMA implications on inheritance and remittance

Why Choose Us for NRI Tax & Investment Advisory

  • Specialized expertise in NRI taxation and cross-border matters

  • Integrated tax, FEMA, and investment advisory

  • Strong documentation and litigation support

  • Timely, accurate, and personalized service

  • Commitment to confidentiality and professional integrity

Our NRI Taxation & Investment Advisory services are designed to simplify cross-border tax compliance, protect wealth, and enable NRIs to manage their Indian tax and investment matters with confidence and clarity.

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