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Financial Advisor for NRIs in the United States

Most NRIs manage taxes, investments, and compliance in silos across two countries. We bring everything together under one expert advisor — covering your investments, retirement, and long-term financial planning so nothing falls through the cracks.

Trusted by NRIs
United States+1

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Fast response
$200M+
Assets managed for NRIs
19+ years
Cross-border advisory expertise
RIAs
Certified tax & financial advisors
4.8/5
Average client rating
Who we help

Financial advisory for NRIs at every stage of life in the US

Managing money across two countries is uniquely complex. We work exclusively with NRIs who face this every day.

H1B & Visa Holders
H1B & Visa Holders
Building wealth in the US while family, property, and your future stay in India — we manage both sides.
Green Card Holders
Green Card Holders
Long-term US roots, but your India investments, NRE accounts, and family obligations still need active management.
High-Earning NRI Professionals
High-Earning NRI Professionals
US income, India assets, two tax systems — one advisor who finally understands all of it.
NRIs Planning to Return to India
NRIs Planning to Return to India
FEMA status, NRE accounts, 401(k), and India corpus — all planned before you land.
NRIs with India Property or Family Assets
NRIs with India Property or Family Assets
Rental income, inherited property, or a family business — we keep FEMA and tax compliance clean.
Newly Relocated NRIs
Newly Relocated NRIs
New to the US? We set up your NRE/NRO accounts and tax foundation from day one.
Services

Everything under one advisory relationship

Your US income, India investments, and cross-border obligations — managed together so the advice on each side actually matches.

NRI financial advisor in a consultation

US and India tax obligations handled together — DTAA benefits, FBAR filing, TDS on India income, and PFIC reporting — so you never pay more than you owe.

Indian mutual funds, PMS, and equities — invested compliantly through the right NRI account structures, aligned to your risk profile and goals.

Repatriation limits, NRE account rules, and treaty benefits — your cross-border finances kept fully compliant so regulation never catches you off guard.

Your US 401(k) and IRA aligned with Indian retirement options — NPS, corpus building, and pension planning — so retirement works wherever you settle.

A succession plan for your India property, mutual funds, and NRE accounts that protects your family on both sides of the border.

Life coverage, critical illness protection, and income security — structured correctly for NRIs across both markets.

Why InvestMates

Why NRIs in the US trust InvestMates

One advisor who sees both countries.

Your US accountant handles one side and your CA in India handles the other, and they never speak to each other. We coordinate both sides and make sure the advice in each country is consistent and complete. You deal with one team that is accountable for the full picture.

Fee-based, no commissions.

We are a fiduciary. We do not earn commissions from investment products, insurance companies, or referral partners. We charge a transparent fee and work only in your interest. Our advice is not shaped by what makes us more money.

Built specifically for NRIs.

Generic financial advisors rarely understand FEMA rules, NRE account structure, DTAA treaty planning, or what happens to your India investments when your residential status changes. We work exclusively with NRIs. This is all we do.

We prevent the mistakes that cost more to fix.

Missing an FBAR filing, claiming the wrong Foreign Tax Credit, or making a repatriation without the right paperwork creates problems that are expensive and stressful to unwind. We check everything before any decisions are made.

Your advisors

Meet the advisors behind your plan

A US-based CPA and an IRS Enrolled Agent, both with direct experience guiding NRIs through cross-border tax and compliance.

Krishnan Subramanian
CPA · Cross-Border Tax Advisor
Krishnan Subramanian
CPA and Cross-Border Tax Advisor · 15+ years

Krishnan has over 15 years of experience in US and India taxation. He handles FBAR, FATCA, PFIC, DTAA, and cross-border capital gains for NRI clients. He structures tax-efficient plans that look at both countries together, ensuring treaty benefits are applied correctly and compliance obligations are met on both sides.

Gangaraju Hanumaiah
EA · IRS Enrolled Agent
Gangaraju Hanumaiah
US International Tax Specialist · 19+ years

19+ years of experience with international tax compliance for individuals and businesses. Handles US federal filings, FBAR, FATCA, and complex cross-border situations. Gangaraju leads compliance engagements for NRIs managing obligations in both countries simultaneously.

What clients say after working with us

Ananya

“I am earning well in the US, have property in India, and was planning for my kids' future — but I had no single person looking at all of it together. My US accountant handled one side and my CA in India handled the other, and they never spoke to each other. InvestMates changed that completely. My advisor understood my situation from the very first call. I wish I had done this sooner.”

Ananya

New York, NY

Sanjay

“I had been managing my India mutual funds and US 401(k) completely separately for years with no one looking at the full picture. InvestMates was the first advisor who sat down with me and treated it as one financial life. Within three months we had sorted my FBAR filing, restructured my NRE account, and built a proper retirement plan. I finally feel like someone genuinely has my back.”

Sanjay

San Francisco, CA

Rajesh

“I had been filing my US and India taxes separately for years, never knowing if I was doing it right. My first call with InvestMates lasted 30 minutes and I learned more than I had in the previous five years. They caught a FBAR issue I did not even know I had. Best financial decision I have made since moving to the US.”

Rajesh

Austin, TX

Priya

“I kept putting off proper financial planning because I did not know where to even start. Two countries, two tax systems, property back home, and a family to plan for — it felt overwhelming. InvestMates broke it all down into a clear plan from the very first session. I finally feel in control of my finances.”

Priya

Seattle, WA

Amit

“I was planning to return to India in two years and had no idea what to do with my 401(k), my US investments, or my NRE account. InvestMates mapped out the entire transition for me — taxes, timelines, and everything in between. I could not have navigated that alone.”

Amit

Boston, MA

Neha

“What struck me most was that my advisor already understood my situation before I finished explaining it. No starting from scratch, no generic advice. Just a clear, practical plan that finally looked at my US and India finances as one complete picture.”

Neha

Chicago, IL

Frequently asked questions

Have questions about NRI financial advisory? We have answers.

NRI Financial Advisor

Ready to get clear on your finances?

Book a free 30-minute strategy call with an NRI financial advisor who understands both the US and India.

Build a clear financial plan across the US and India. Start with a free call.

Your first conversation is free. We will tell you exactly what your situation requires — investments, taxes, compliance, and retirement planning — before you commit to anything.