Features
Global Wealth Management
Track your US and India wealth in one place
Portfolio Management
Monitor your holdings, returns and overall portfolio health
AI Financial Coach
Your personal wealth assistant, available 24/7
Financial Planning
Set, track, and achieve your financial goals
Cashflow
Track expenses, subscriptions, and budgets automatically
Tax Planning
Maximize your tax savings with personalized strategies
Cross-Border Remittance
Send money home with better rates and no hidden fees
Family Wealth Management
See all your household finances, spending, and investments in one place
Services
Tax Planning and Filing
Tax filing, DTAA optimization, and US-India compliance
Financial Advisory
Personalized wealth strategy from NRI-specialized advisors
Repatriation of Funds
Move money home efficiently with minimal tax impact
Estate & Inheritance Planning
Protect and transfer wealth to your Indian heirs
NRI Return to India Planning
Financial roadmap for your move back to India
Retirement Planning
Build a secure retirement across US and India assets
Company
About Us
Security
Contact Us
Resources
Blogs
Calculators
Sign in
Get Started Free
Open main menu
Features
Global Wealth Management
Track your US and India wealth in one place
Portfolio Management
Monitor your holdings, returns and overall portfolio health
AI Financial Coach
Your personal wealth assistant, available 24/7
Financial Planning
Set, track, and achieve your financial goals
Cashflow
Track expenses, subscriptions, and budgets automatically
Tax Planning
Maximize your tax savings with personalized strategies
Cross-Border Remittance
Send money home with better rates and no hidden fees
Family Wealth Management
See all your household finances, spending, and investments in one place
Services
Tax Planning and Filing
Tax filing, DTAA optimization, and US-India compliance
Financial Advisory
Personalized wealth strategy from NRI-specialized advisors
Repatriation of Funds
Move money home efficiently with minimal tax impact
Estate & Inheritance Planning
Protect and transfer wealth to your Indian heirs
NRI Return to India Planning
Financial roadmap for your move back to India
Retirement Planning
Build a secure retirement across US and India assets
Company
About Us
Security
Contact Us
Resources
Blogs
Calculators
Sign in
Get Started Free
Open main menu
Features
Global Wealth Management
Track your US and India wealth in one place
Portfolio Management
Monitor your holdings, returns and overall portfolio health
AI Financial Coach
Your personal wealth assistant, available 24/7
Financial Planning
Set, track, and achieve your financial goals
Cashflow
Track expenses, subscriptions, and budgets automatically
Tax Planning
Maximize your tax savings with personalized strategies
Cross-Border Remittance
Send money home with better rates and no hidden fees
Family Wealth Management
See all your household finances, spending, and investments in one place
Services
Tax Planning and Filing
Tax filing, DTAA optimization, and US-India compliance
Financial Advisory
Personalized wealth strategy from NRI-specialized advisors
Repatriation of Funds
Move money home efficiently with minimal tax impact
Estate & Inheritance Planning
Protect and transfer wealth to your Indian heirs
NRI Return to India Planning
Financial roadmap for your move back to India
Retirement Planning
Build a secure retirement across US and India assets
Company
About Us
Security
Contact Us
Resources
Blogs
Calculators
Sign in
Get Started Free
Open main menu
Features
Global Wealth Management
Track your US and India wealth in one place
Portfolio Management
Monitor your holdings, returns and overall portfolio health
AI Financial Coach
Your personal wealth assistant, available 24/7
Financial Planning
Set, track, and achieve your financial goals
Cashflow
Track expenses, subscriptions, and budgets automatically
Tax Planning
Maximize your tax savings with personalized strategies
Cross-Border Remittance
Send money home with better rates and no hidden fees
Family Wealth Management
See all your household finances, spending, and investments in one place
Services
Tax Planning and Filing
Tax filing, DTAA optimization, and US-India compliance
Financial Advisory
Personalized wealth strategy from NRI-specialized advisors
Repatriation of Funds
Move money home efficiently with minimal tax impact
Estate & Inheritance Planning
Protect and transfer wealth to your Indian heirs
NRI Return to India Planning
Financial roadmap for your move back to India
Retirement Planning
Build a secure retirement across US and India assets
Company
About Us
Security
Contact Us
Resources
Blogs
Calculators
Sign in
Get Started Free
Open main menu
Search | InvestMates Blog
Learning Center
/
Search
All articles
Showing
73
–
96
of
170
articles
Search
All
Estate Planning
Investment Planning
Latest Updates
NRI Banking
NRI Guide
NRI Insurance
NRI Return to India
NRI Taxation
PFIC
Personal Finance
Retirement Planning
NRI Taxation
PFIC First-Year Cost Basis Reset: What NRIs Must Know
Krishnan Subramanian
NRI Return to India
401k Withdrawal Strategy for NRIs Returning back to India
Krishnan Subramanian
NRI Return to India
401k vs Roth IRA for NRIs Returning to India: Which Should You Max Out?
Krishnan Subramanian
NRI Taxation
US Estate Tax on RSUs for NRIs: The $60,000 Trap You Must Know
Krishnan Subramanian
NRI Taxation
7 US-India Tax Treaty Mistakes that delay NRIs IRS Refund
Krishnan Subramanian
Investment Planning
Is Indian Real Estate Investment Worth It for NRIs? How to Calculate True Returns
Prakash
NRI Taxation
Should US-Based NRIs File a Tax Extension?
Krishnan Subramanian
Personal Finance
Monarch Money vs YNAB: Which App Should You Choose in 2026?
Team InvestMates
NRI Taxation
TurboTax vs FreeTaxUSA: Which Should You Use in 2026?
Team InvestMates
NRI Taxation
TurboTax vs TaxAct - Which is Best for NRIs?
Team InvestMates
NRI Taxation
How to File US & India Taxes after Moving Back to India Mid-Year
Prakash
NRI Taxation
How US-based NRI can Plan Taxes before selling Property in India
Krishnan Subramanian
Investment Planning
Best Mutual Funds for NRI Investment in 2026
Team InvestMates
NRI Taxation
What is Residential Status in India for Tax Purposes? NRI Guide
Krishnan Subramanian
NRI Taxation
How to File Form 67 for Foreign Tax Credit in India - Step by Step
Krishnan Subramanian
NRI Taxation
Tax Residency Rules for NRIs: What Changes from April 2026
Krishnan Subramanian
NRI Taxation
FIRPTA Withholding for NRIs selling US Real Estate - Explained
Krishnan Subramanian
NRI Taxation
NRI Crypto Tax Guide 2026: Rules, TDS & Compliance Explained
Prakash
NRI Taxation
Are Indian Fixed Deposits Taxable in the US? IRS Reporting Guide
Prakash
NRI Banking
List of Indian Banks in the USA: Branches, Locations & Swift Code
Team InvestMates
NRI Guide
How NRIs Can Support Their Elderly Parents from Abroad
Ankit Dhiman
NRI Guide
Social Security for NRIs in The USA: Eligibility, Benefits & Taxation
Prakash
NRI Taxation
RSU Taxation for NRIs: Guide for Indian Professionals in The US
Krishnan Subramanian
Investment Planning
Asset Allocation for NRIs: Learn The Strategies for Global Portfolio
Ankit Dhiman
Previous
1
…
3
4
5
…
8
Next