NRI Playbook

Advice on your money and property in India

An introduction to an advisory partner in India for a review of your Indian accounts, property, rental income, and family documents.

Most NRIs still have accounts, property, or family money in India, often set up years ago and not looked at since. Rules for NRIs are different from rules for residents, and the paperwork is easier to fix before there is a sale, a death in the family, or a move.

What this covers

  • A review of your Indian accounts, investments, property, and loans.
  • Whether your accounts and property are held correctly for an NRI under FEMA.
  • Rental income, and the tax deducted from it.
  • Nominations, wills, and powers of attorney in India.
  • What to consider before moving money to the US.

If you live in the US, check before you invest

This service does not choose investments for you. Indian mutual funds are usually taxed harshly in the US, so speak to a US tax preparer before buying any, whatever an adviser in India suggests.

How it works

Email us what you need. We introduce you to our partner in India. They talk to you about your situation, then quote their own plan and fee. You decide whether to go ahead.

Read our edition on Indian mutual funds and US tax →

If you need only one of these

NRI Playbook is not an investment adviser, a care provider, or a law firm. These services are provided by an independent partner in India, who sets their own terms and is responsible for their own work. If we earn a referral fee, we tell you before you agree. This page is general information, not financial, medical, or legal advice.