Each service is handled by advisors who specialize in NRI cross border finance. Pick what applies to you, or book a call and we will figure out where to start.
File correctly across both countries. We handle US-India tax filing, Double Taxation Avoidance Agreement (DTAA) claims, PFIC reporting, and Foreign Bank Account Report (FBAR) compliance — so you stop paying more than you owe.
Learn moreA wealth strategy built around your full picture. Not just your US income or your Indian assets — both, together, with a plan that actually makes sense for your life.
Learn moreMoving money back home is not just a wire transfer. We help you do it with minimal tax impact and full compliance on both sides.
Learn moreStructure your assets so your family receives what you have built — without court delays, excessive tax, or years of paperwork.
Learn moreThe financial decisions you make in the final 12 to 24 months before you move back change everything. We help you make the right ones.
Learn moreBuild a retirement that works whether you stay here or go back. We coordinate your 401(k), IRA, and National Pension System (NPS) so your income in retirement makes sense on both sides.
Learn moreCombine the power of AI with expert human advisory to manage your cross border wealth at affordable cost.
24/7 monitoring, automated risk assessment, and personalized market insights tailored to your cross border portfolio.
A dedicated team of CPAs and RIAs for complex planning, proven strategy, and regular portfolio reviews.
Save up to 90% on advisory fees with flat subscription pricing — compared to 1–2% AUM fees elsewhere.
Transparent pricing, certified advisors, and security you can trust — built specifically for NRIs.
Transparent, flat-fee pricing — never a percentage of your assets, and no hidden charges.
TLS 1.3 and AES-256 encryption, read-only access, and SOC 2 / ISO 27001 certified.
Credentialed specialists in NRI cross border finance — never a generalist.
No lengthy onboarding. No paperwork before a conversation. Just a clear process that gets you to clarity fast.
Book a free call with an NRI advisor. No documents needed yet. Just a conversation about where your money sits, what decisions you are facing, and what is keeping you up at night.
Your advisor maps out your full cross border financial picture — investments, tax exposure, compliance gaps, and retirement position. You get a clear plan with a priority order, not a list of things to worry about.
From filing taxes to sorting repatriation to retirement planning — we do the work. And we stay with you as your situation evolves, not just for one transaction.
From tax confusion to repatriation clarity — here is what NRIs say after working with InvestMates.
Still have questions? Book a free call and we will walk you through everything.
From investments to taxes, handling money across countries isn't easy. Book a free 15-minute call with our expert advisor and get clear, actionable guidance tailored to you.
