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Global Wealth ManagementTrack your US and India wealth in one place

Portfolio ManagementMonitor your holdings, returns and overall portfolio health

AI Financial CoachYour personal wealth assistant, available 24/7

Financial PlanningSet, track, and achieve your financial goals

CashflowTrack expenses, subscriptions, and budgets automatically

Tax PlanningMaximize your tax savings with personalized strategies

Cross-Border RemittanceSend money home with better rates and no hidden fees

Family Wealth ManagementSee all your household finances, spending, and investments in one place

Tax Planning and FilingTax filing, DTAA optimization, and US-India compliance

Financial AdvisoryPersonalized wealth strategy from NRI-specialized advisors

Repatriation of FundsMove money home efficiently with minimal tax impact

Estate & Inheritance PlanningProtect and transfer wealth to your Indian heirs

NRI Return to India PlanningFinancial roadmap for your move back to India

Retirement PlanningBuild a secure retirement across US and India assets

About Us Security Contact Us

Blogs Calculators

Global Wealth ManagementTrack your US and India wealth in one place

Portfolio ManagementMonitor your holdings, returns and overall portfolio health

AI Financial CoachYour personal wealth assistant, available 24/7

Financial PlanningSet, track, and achieve your financial goals

CashflowTrack expenses, subscriptions, and budgets automatically

Tax PlanningMaximize your tax savings with personalized strategies

Cross-Border RemittanceSend money home with better rates and no hidden fees

Family Wealth ManagementSee all your household finances, spending, and investments in one place

Tax Planning and FilingTax filing, DTAA optimization, and US-India compliance

Financial AdvisoryPersonalized wealth strategy from NRI-specialized advisors

Repatriation of FundsMove money home efficiently with minimal tax impact

Estate & Inheritance PlanningProtect and transfer wealth to your Indian heirs

NRI Return to India PlanningFinancial roadmap for your move back to India

Retirement PlanningBuild a secure retirement across US and India assets

About Us Security Contact Us

Blogs Calculators

Global Wealth ManagementTrack your US and India wealth in one place

Portfolio ManagementMonitor your holdings, returns and overall portfolio health

AI Financial CoachYour personal wealth assistant, available 24/7

Financial PlanningSet, track, and achieve your financial goals

CashflowTrack expenses, subscriptions, and budgets automatically

Tax PlanningMaximize your tax savings with personalized strategies

Cross-Border RemittanceSend money home with better rates and no hidden fees

Family Wealth ManagementSee all your household finances, spending, and investments in one place

Tax Planning and FilingTax filing, DTAA optimization, and US-India compliance

Financial AdvisoryPersonalized wealth strategy from NRI-specialized advisors

Repatriation of FundsMove money home efficiently with minimal tax impact

Estate & Inheritance PlanningProtect and transfer wealth to your Indian heirs

NRI Return to India PlanningFinancial roadmap for your move back to India

Retirement PlanningBuild a secure retirement across US and India assets

About Us Security Contact Us

Blogs Calculators

Search | InvestMates Blog

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Showing 1–24 of 242 articles

How NRIs can file Form 720 excise tax on LIC and ULIPs

How NRIs can file Form 720 excise tax on LIC and ULIPs

Krishnan Subramanian

Form 14654 for NRIs: How to Prepare the SDOP Certification

Form 14654 for NRIs: How to Prepare the SDOP Certification

Krishnan Subramanian

Renounce US Citizenship: How the Exit Tax Works for NRIs

Renounce US Citizenship: How the Exit Tax Works for NRIs

Krishnan Subramanian

Adverse possession law in India: How NRIs Protect Their Property

Adverse possession law in India: How NRIs Protect Their Property

Krishnan Subramanian

What elder care in India costs NRI families, and how to pay for it

What elder care in India costs NRI families, and how to pay for it

Team InvestMates

How to End State Domicile Before Leaving the US as an NRI

How to End State Domicile Before Leaving the US as an NRI

Krishnan Subramanian

Mega backdoor Roth for NRIs planning to return

Retirement Planning

Mega backdoor Roth for NRIs planning to return

Krishnan Subramanian

Cost of living in India for returning NRIs: what a month costs

NRI Return to India

Cost of living in India for returning NRIs: what a month costs

Krishnan Subramanian

Social Security Fairness Act: WEP repeal and your Indian pension

NRI Return to India

Social Security Fairness Act: WEP repeal and your Indian pension

Krishnan Subramanian

Best city to retire in India for NRIs: how to choose

NRI Return to India

Best city to retire in India for NRIs: how to choose

Krishnan Subramanian

Foreign Rental Property Depreciation for NRIs: ADS Rules

Foreign Rental Property Depreciation for NRIs: ADS Rules

Krishnan Subramanian

IRS ends Delinquent FBAR Submission Procedures: What NRIs do now?

IRS ends Delinquent FBAR Submission Procedures: What NRIs do now?

Krishnan Subramanian

NRI Joint Account Interest: Is it taxed twice?

NRI Joint Account Interest: Is it taxed twice?

Krishnan Subramanian

DHS proposes ending deference on H-1B extensions

DHS proposes ending deference on H-1B extensions

Krishnan Subramanian

NRI property sale: new TAN rules from October 2026

NRI property sale: new TAN rules from October 2026

Krishnan Subramanian

QSBS exemption for NRI founders and startup employees

QSBS exemption for NRI founders and startup employees

Krishnan Subramanian

Community property step-up in basis before you leave the US

Community property step-up in basis before you leave the US

Krishnan Subramanian

FBAR Exchange Rate for NRIs: Treasury vs Average vs Spot

FBAR Exchange Rate for NRIs: Treasury vs Average vs Spot

Krishnan Subramanian

Does a dormant or closed NRI bank account go on your FBAR?

Does a dormant or closed NRI bank account go on your FBAR?

Krishnan Subramanian

Legal Heir Certificate in India: What NRI heirs need

Legal Heir Certificate in India: What NRI heirs need

Krishnan Subramanian

Do family money transfers count toward your FBAR?

Do family money transfers count toward your FBAR?

Krishnan Subramanian

Green Card Freeze: What H-1B Workers & NRIs should do now?

Green Card Freeze: What H-1B Workers & NRIs should do now?

Krishnan Subramanian

Green Card Suspension: Infosys, TCS, 6 More Barred from PERM

Green Card Suspension: Infosys, TCS, 6 More Barred from PERM

Krishnan Subramanian

Senior Citizen Savings Scheme: What NRI children can do

Senior Citizen Savings Scheme: What NRI children can do

Krishnan Subramanian

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