Global Wealth ManagementTrack your US and India wealth in one place
Portfolio ManagementMonitor your holdings, returns and overall portfolio health
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CashflowTrack expenses, subscriptions, and budgets automatically
Tax PlanningMaximize your tax savings with personalized strategies
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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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InvestMates is an AI-powered wealth management platform built for NRIs and Global Indians, helping you manage cross-border money, investments, taxes, and financial goals, all in one place.

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  • Repatriation of Funds

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CIN U72900TZ2021PTC037733 | ARN 264792 | DPIIT DIPP100687

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All articles

Showing 1–24 of 28 matching articles

Required Minimum Distribution (RMD) - Guide for NRIs
NRI Guide

Required Minimum Distribution (RMD) - Guide for NRIs

Krishnan Subramanian
Krishnan Subramanian
Should NRIs Sell Indian Mutual Funds after Moving to the US?
NRI Guide

Should NRIs Sell Indian Mutual Funds after Moving to the US?

Krishnan Subramanian
Krishnan Subramanian
How to Apply for OCI Card in USA: Step-by-Step Guide
NRI Guide

How to Apply for OCI Card in USA: Step-by-Step Guide

Krishnan Subramanian
Krishnan Subramanian
How NRIs Can Support Their Elderly Parents from Abroad
NRI Guide

How NRIs Can Support Their Elderly Parents from Abroad

Ankit Dhiman
Ankit Dhiman
Social Security for NRIs in The USA: Eligibility, Benefits & Taxation
NRI Guide

Social Security for NRIs in The USA: Eligibility, Benefits & Taxation

Prakash
Prakash
Should US-Based NRIs Buy or Rent a House?
NRI Guide

Should US-Based NRIs Buy or Rent a House?

Prakash
Prakash
Union Budget 2026: 7 Key Highlights for NRIs by FM Nirmala Sitharaman
NRI Guide

Union Budget 2026: 7 Key Highlights for NRIs by FM Nirmala Sitharaman

Ankit Dhiman
Ankit Dhiman
RNOR Status for Returning NRIs: Eligibility & Tax Rules
NRI Guide

RNOR Status for Returning NRIs: Eligibility & Tax Rules

Krishnan Subramanian
Krishnan Subramanian
How US-Based NRIs Can Choose the Right Financial Advisor
NRI Guide

How US-Based NRIs Can Choose the Right Financial Advisor

Prakash
Prakash
First-Time NRI? 7-Step Financial Checklist Before Moving Abroad
NRI Guide

First-Time NRI? 7-Step Financial Checklist Before Moving Abroad

Prakash
Prakash
How AI Can Simplify Your Personal Finances: A Beginner’s Guide
NRI Guide

How AI Can Simplify Your Personal Finances: A Beginner’s Guide

Prakash
Prakash
NRI PAN Card: Fees, Documents & How to Apply - 2026 Updated
NRI Guide

NRI PAN Card: Fees, Documents & How to Apply - 2026 Updated

Prakash
Prakash
529 College Savings Plan for NRIs: Tax Benefits & Hidden Pitfalls
NRI Guide

529 College Savings Plan for NRIs: Tax Benefits & Hidden Pitfalls

Prakash
Prakash
Difference Between NRI and OCI: Eligibility, Rights, Taxes, Rules
NRI Guide

Difference Between NRI and OCI: Eligibility, Rights, Taxes, Rules

Prakash
Prakash
What is OCI? Meaning, OCI Card Benefits & Eligibility
NRI Guide

What is OCI? Meaning, OCI Card Benefits & Eligibility

Prakash
Prakash
Indian Passport Renewal in USA - Process, Documents & Fees
NRI Guide

Indian Passport Renewal in USA - Process, Documents & Fees

Prakash
Prakash
Emergency Fund Planning for NRIs - Step by Step Guide
NRI Guide

Emergency Fund Planning for NRIs - Step by Step Guide

Prakash
Prakash
What Is the EB-5 Visa for Indians? Eligibility, Steps & Processing Timeline
NRI Guide

What Is the EB-5 Visa for Indians? Eligibility, Steps & Processing Timeline

Prakash
Prakash
GIFT City in India: Tax Benefits for NRI Investors
NRI Guide

GIFT City in India: Tax Benefits for NRI Investors

Prakash
Prakash
Health Savings Account (HSA) for Returning NRIs: Tax Rules, Withdrawal Strategies & Compliance Guide
NRI Guide

Health Savings Account (HSA) for Returning NRIs: Tax Rules, Withdrawal Strategies & Compliance Guide

Prakash
Prakash
How Much Gold Can You Carry from USA to India
NRI Guide

How Much Gold Can You Carry from USA to India

Prakash
Prakash
UPI for NRI - How to Activate UPI on NRE and NRO Account
NRI Guide

UPI for NRI - How to Activate UPI on NRE and NRO Account

Prakash
Prakash
How NRIs Can Manage Cross-Border Money Easily?
NRI Guide

How NRIs Can Manage Cross-Border Money Easily?

Prakash
Prakash
How to Apply for NRI Aadhaar Card - Documents & Process
NRI Guide

How to Apply for NRI Aadhaar Card - Documents & Process

Prakash
Prakash
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