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Check Your Tax Residency Status
DTAA Between US & India
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NRI Foreign transfer limit
Choose correct kind of Bank/Demat Account
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Investment India VS USA
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NRI
Mobility
Leaving NRI
Returning NRI
Estate audit to evaluate all assets in India and their nomination status
Assistance in liquidating assets
Tax planning around sale of assets
Succession and estate planning for assets left in India
1
Assets in India
2
Taxation
Residential status
ITR Filing in India
ITR Filing in US/UK
TRC in India/US/UK
Form 30 C income tax clearance certificate
Form 67 for foreign tax credit
International tax forms
PAN Intimation
DTAA advisory (Including tax relief for income earned in two countries, and preventing double taxation)
Banks
Mutual fund house
Income tax department
Any other investment
Companies or firm in which person is a shareholder
3
Intimation of changing status to NRI
4
Other Misc tasks in India
Transfer of funds to foreign country
Immigration advisory (Visa & Work Permit Advisory)
Provident funds withdrawl
Power of attorney to relative In india
FEMA Compliance
1
Opening bank account Abroad (before actual travel)
2
Guidance for reinvestment in foreign assets
5
Tasks in foreign country