Global Wealth ManagementTrack your US and India wealth in one place

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Financial PlanningSet, track, and achieve your financial goals

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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

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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 152 articles

Learn the PFIC Compliance for H1B and Green Card Holders

Learn the PFIC Compliance for H1B and Green Card Holders

Krishnan Subramanian

7 Best PFIC-Safe Investment Options in India for NRIs in the US

7 Best PFIC-Safe Investment Options in India for NRIs in the US

Krishnan Subramanian

ULIPs, ELSS, and NPS: Are they PFICs Under US Tax Law?

ULIPs, ELSS, and NPS: Are they PFICs Under US Tax Law?

Krishnan Subramanian

PFIC Penalty: What happens if you never filed Form 8621

PFIC Penalty: What happens if you never filed Form 8621

Krishnan Subramanian

PFIC Elections Guide: QEF vs Mark-to-Market vs Section 1291

PFIC Elections Guide: QEF vs Mark-to-Market vs Section 1291

Krishnan Subramanian

How to file IRS Form 8621: Step-by-Step Guide - 2026 Updated

How to file IRS Form 8621: Step-by-Step Guide - 2026 Updated

Krishnan Subramanian

What is PFIC? The IRS Tax Rules Every NRI Should Know

What is PFIC? The IRS Tax Rules Every NRI Should Know

Krishnan Subramanian

How to declare RSU shares in Schedule FA while filing your ITR

Personal Finance

How to declare RSU shares in Schedule FA while filing your ITR

Krishnan Subramanian

Learn to Repatriate RSU Sale Proceeds to India

Learn to Repatriate RSU Sale Proceeds to India

RSU Concentration Risk for NRIs: How to Identify and Manage It?

Personal Finance

RSU Concentration Risk for NRIs: How to Identify and Manage It?

Krishnan Subramanian

FCNR (B) Deposit Rates Hit 7.1% after RBI Opens Swap Window

FCNR (B) Deposit Rates Hit 7.1% after RBI Opens Swap Window

How to Manage RSUs after Returning to India? Guide for NRIs

How to Manage RSUs after Returning to India? Guide for NRIs

Krishnan Subramanian

Required Minimum Distribution (RMD) - Guide for NRIs

Required Minimum Distribution (RMD) - Guide for NRIs

Krishnan Subramanian

RFC Account for Returning NRIs: Features, Benefit and Eligibility

RFC Account for Returning NRIs: Features, Benefit and Eligibility

NRE to NRO on Return: Timing, Penalty & Tax Rules

NRE to NRO on Return: Timing, Penalty & Tax Rules

RBI Increased Equity Investment Cap for NRIs and OCIs

Investment Planning

RBI Increased Equity Investment Cap for NRIs and OCIs

Child Tax Credit for NRIs: Who Qualifies and How to Claim

Child Tax Credit for NRIs: Who Qualifies and How to Claim

Krishnan Subramanian

Married Filing Jointly vs Separately: Which is Better for US NRIs?

Married Filing Jointly vs Separately: Which is Better for US NRIs?

Krishnan Subramanian

FEIE vs Foreign Tax Credit - Which Option Works Best for NRIs?

FEIE vs Foreign Tax Credit - Which Option Works Best for NRIs?

Krishnan Subramanian

How ESPP are Taxed for NRIs working In the USA

How ESPP are Taxed for NRIs working In the USA

Krishnan Subramanian

How to Handle an IRS Notice or Frozen Refund as an NRI

How to Handle an IRS Notice or Frozen Refund as an NRI

Krishnan Subramanian

Is PPF, EPF & NPS Taxable in the US? NRI Tax Guide

Is PPF, EPF & NPS Taxable in the US? NRI Tax Guide

Krishnan Subramanian

NRI final US Tax Year: Should you file as Resident or Non-Resident

NRI final US Tax Year: Should you file as Resident or Non-Resident

Krishnan Subramanian

120 Day Vs 182 Day RNOR Rule: Find Out Which One Applies to You

120 Day Vs 182 Day RNOR Rule: Find Out Which One Applies to You

Krishnan Subramanian

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