TRANSITION SERVICES FOR NRIs RETURNING TO INDIA
Topics We Will Cover
1. Residency Rules for Returning NRIs
When and how your residency status changes under Indian tax regulations—and why it matters.
2. Best Time to Plan Your Return
Identifying the most tax-efficient month to move back to India for maximum financial advantage.
3. Tax Implications on Existing NRI Assets
Understanding how your NRE, FCNR, and international investment holdings will be taxed after your residency changes.
4. Updating Your Status Across Financial Accounts
Ensuring your banking, mutual fund, demat, insurance, and other investments reflect your new residential status to remain compliant.
5. Physical vs Financial Assets
Assessing whether real estate, gold, bonds, equities, or global investments are better suited for your financial goals upon returning.
6. Insurance Planning
Building an efficient and cost-effective health insurance framework for long-term protection.
7. Creating a Tax-Efficient, Simple & Secure Portfolio
Structuring your investments to achieve safety, regular income, long-term growth, and ease of management.
8. What Not to Do
Avoiding products and strategies that can put your personal finances at significant risk.
9. Our Experience in Guiding Returning NRIs
Practical insights and perspectives drawn from advising returning NRIs over the past two decades.
Disclaimers:
1. Investment in the securities market is subject to market risks. Read all the related documents carefully before investing.
2. Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
3. Financial products recommended by us which are under the jurisdiction of other regulators are beyond the scope of SEBI’s grievance mechanism.
