Global Wealth ManagementTrack your US and India wealth in one place

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Family Wealth ManagementSee all your household finances, spending, and investments in one place

Tax Planning and FilingTax filing, DTAA optimization, and US-India compliance

Financial AdvisoryPersonalized wealth strategy from NRI-specialized advisors

Repatriation of FundsMove money home efficiently with minimal tax impact

Estate & Inheritance PlanningProtect and transfer wealth to your Indian heirs

NRI Return to India PlanningFinancial roadmap for your move back to India

Retirement PlanningBuild a secure retirement across US and India assets

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Global Wealth ManagementTrack your US and India wealth in one place

Portfolio ManagementMonitor your holdings, returns and overall portfolio health

AI Financial CoachYour personal wealth assistant, available 24/7

Financial PlanningSet, track, and achieve your financial goals

CashflowTrack expenses, subscriptions, and budgets automatically

Tax PlanningMaximize your tax savings with personalized strategies

Cross-Border RemittanceSend money home with better rates and no hidden fees

Family Wealth ManagementSee all your household finances, spending, and investments in one place

Tax Planning and FilingTax filing, DTAA optimization, and US-India compliance

Financial AdvisoryPersonalized wealth strategy from NRI-specialized advisors

Repatriation of FundsMove money home efficiently with minimal tax impact

Estate & Inheritance PlanningProtect and transfer wealth to your Indian heirs

NRI Return to India PlanningFinancial roadmap for your move back to India

Retirement PlanningBuild a secure retirement across US and India assets

About Us Security Contact Us

Blogs Calculators

Global Wealth ManagementTrack your US and India wealth in one place

Portfolio ManagementMonitor your holdings, returns and overall portfolio health

AI Financial CoachYour personal wealth assistant, available 24/7

Financial PlanningSet, track, and achieve your financial goals

CashflowTrack expenses, subscriptions, and budgets automatically

Tax PlanningMaximize your tax savings with personalized strategies

Cross-Border RemittanceSend money home with better rates and no hidden fees

Family Wealth ManagementSee all your household finances, spending, and investments in one place

Tax Planning and FilingTax filing, DTAA optimization, and US-India compliance

Financial AdvisoryPersonalized wealth strategy from NRI-specialized advisors

Repatriation of FundsMove money home efficiently with minimal tax impact

Estate & Inheritance PlanningProtect and transfer wealth to your Indian heirs

NRI Return to India PlanningFinancial roadmap for your move back to India

Retirement PlanningBuild a secure retirement across US and India assets

About Us Security Contact Us

Blogs Calculators

Global Wealth ManagementTrack your US and India wealth in one place

Portfolio ManagementMonitor your holdings, returns and overall portfolio health

AI Financial CoachYour personal wealth assistant, available 24/7

Financial PlanningSet, track, and achieve your financial goals

CashflowTrack expenses, subscriptions, and budgets automatically

Tax PlanningMaximize your tax savings with personalized strategies

Cross-Border RemittanceSend money home with better rates and no hidden fees

Family Wealth ManagementSee all your household finances, spending, and investments in one place

Tax Planning and FilingTax filing, DTAA optimization, and US-India compliance

Financial AdvisoryPersonalized wealth strategy from NRI-specialized advisors

Repatriation of FundsMove money home efficiently with minimal tax impact

Estate & Inheritance PlanningProtect and transfer wealth to your Indian heirs

NRI Return to India PlanningFinancial roadmap for your move back to India

Retirement PlanningBuild a secure retirement across US and India assets

About Us Security Contact Us

Blogs Calculators

Search | InvestMates Blog

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Showing 25–48 of 52 matching articles

How to File US & India Taxes after Moving Back to India Mid-Year

How to File US & India Taxes after Moving Back to India Mid-Year

How US-based NRI can Plan Taxes before selling Property in India

How US-based NRI can Plan Taxes before selling Property in India

Krishnan Subramanian

What is Residential Status in India for Tax Purposes? NRI Guide

What is Residential Status in India for Tax Purposes? NRI Guide

Krishnan Subramanian

How to File Form 67 for Foreign Tax Credit in India - Step by Step

How to File Form 67 for Foreign Tax Credit in India - Step by Step

Krishnan Subramanian

Tax Residency Rules for NRIs: What Changes from April 2026

Tax Residency Rules for NRIs: What Changes from April 2026

Krishnan Subramanian

FIRPTA Withholding for NRIs selling US Real Estate - Explained

FIRPTA Withholding for NRIs selling US Real Estate - Explained

Krishnan Subramanian

NRI Crypto Tax Guide 2026: Rules, TDS & Compliance Explained

NRI Crypto Tax Guide 2026: Rules, TDS & Compliance Explained

Are Indian Fixed Deposits Taxable in the US? IRS Reporting Guide

Are Indian Fixed Deposits Taxable in the US? IRS Reporting Guide

RSU Taxation for NRIs: Guide for Indian Professionals in The US

RSU Taxation for NRIs: Guide for Indian Professionals in The US

Krishnan Subramanian

Tax Loss Harvesting for NRIs: Meaning, Benefits & How It Works

Tax Loss Harvesting for NRIs: Meaning, Benefits & How It Works

Krishnan Subramanian

What is Form 15CA and 15CB? NRI Tax Filing Guide 2026

What is Form 15CA and 15CB? NRI Tax Filing Guide 2026

What is Dual Tax Residency for US based NRIs? Complete Guide

What is Dual Tax Residency for US based NRIs? Complete Guide

Krishnan Subramanian

How NRIs are Taxed on Rental Income from India? With Tax Saving Tips

How NRIs are Taxed on Rental Income from India? With Tax Saving Tips

Krishnan Subramanian

Tax Saving Strategies for NRIs in the USA - That Most NRIs Miss!

Tax Saving Strategies for NRIs in the USA - That Most NRIs Miss!

PFIC Tax Rules Explained: What NRIs in US Must Know About Indian Mutual Funds

PFIC Tax Rules Explained: What NRIs in US Must Know About Indian Mutual Funds

Krishnan Subramanian

What Is Form 1116 for NRIs? A US Foreign Tax Credit Guide

What Is Form 1116 for NRIs? A US Foreign Tax Credit Guide

Krishnan Subramanian

What is Form 10F - Purpose, Filing and Tax Benefits for NRIs

What is Form 10F - Purpose, Filing and Tax Benefits for NRIs

Krishnan Subramanian

TDS for NRIs: Complete Guide to Lower Your Tax Deductions in 2026

TDS for NRIs: Complete Guide to Lower Your Tax Deductions in 2026

Krishnan Subramanian

Tax Residency Certificate for NRIs: Benefits & Application process

Tax Residency Certificate for NRIs: Benefits & Application process

Krishnan Subramanian

FATCA & CRS Reporting: What NRIs in the US Need to Know

FATCA & CRS Reporting: What NRIs in the US Need to Know

Krishnan Subramanian

Income Tax Form 13 for NRIs - Lower Your TDS in India

Income Tax Form 13 for NRIs - Lower Your TDS in India

Krishnan Subramanian

Tax Planning Guide for NRIs Returning to India

Tax Planning Guide for NRIs Returning to India

Krishnan Subramanian

FEMA Rules & Guidelines for NRIs 2026: A Complete Guide

FEMA Rules & Guidelines for NRIs 2026: A Complete Guide

Krishnan Subramanian

FBAR for NRIs: Threshold, Deadlines & How to File? Complete Guide for NRIs

FBAR for NRIs: Threshold, Deadlines & How to File? Complete Guide for NRIs

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