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 UsSecurityContact Us
BlogsCalculators
Sign in
InvestMates Logo

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.

Download on the App StoreGet it on Google Play

Services

  • Tax Planning & Filing
  • NRI Financial Advisory
  • NRI Return to India Planning
  • Retirement Planning
  • Repatriation of Funds

Resources

  • Blog
  • NRI Tools
  • DTAA Calculator
  • 401k Calculator
  • Residential Status Calculator

Company

  • About
  • Security
  • Term & Conditions
  • Privacy Policy

© Copyright iMates Inc. All rights reserved

CIN U72900TZ2021PTC037733 | ARN 264792 | DPIIT DIPP100687

LinkedInLinkedInInstagramInstagramYouTubeYoutubeWhatsAppJoin NRI Community
Learning Center/Search

All articles

Showing 1–24 of 52 matching articles

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

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

Krishnan Subramanian
Krishnan Subramanian
Child Tax Credit for NRIs: Who Qualifies and How to Claim
NRI Taxation

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

Krishnan Subramanian
Krishnan Subramanian
Married Filing Jointly vs Separately: Which is Better for US NRIs?
NRI Taxation

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

Krishnan Subramanian
Krishnan Subramanian
FEIE vs Foreign Tax Credit - Which Option Works Best for NRIs?
NRI Taxation

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

Krishnan Subramanian
Krishnan Subramanian
How ESPP are Taxed for NRIs working In the USA
NRI Taxation

How ESPP are Taxed for NRIs working In the USA

Krishnan Subramanian
Krishnan Subramanian
How to Handle an IRS Notice or Frozen Refund as an NRI
NRI Taxation

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

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

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

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

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

Krishnan Subramanian
Krishnan Subramanian
120 Day Vs 182 Day RNOR Rule: Find Out Which One Applies to You
NRI Taxation

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

Krishnan Subramanian
Krishnan Subramanian
Selling a US Home Before Returning to India? Tax Guide for NRIs
NRI Taxation

Selling a US Home Before Returning to India? Tax Guide for NRIs

Krishnan Subramanian
Krishnan Subramanian
TCS on Foreign Remittance: New Rules NRIs Should Know
NRI Taxation

TCS on Foreign Remittance: New Rules NRIs Should Know

Krishnan Subramanian
Krishnan Subramanian
RSU Tax Planning Strategies for High-Income NRIs in the US
NRI Taxation

RSU Tax Planning Strategies for High-Income NRIs in the US

Krishnan Subramanian
Krishnan Subramanian
FBAR and PFIC Compliance for Mutual Funds - You Must Know
NRI Taxation

FBAR and PFIC Compliance for Mutual Funds - You Must Know

Krishnan Subramanian
Krishnan Subramanian
What Is Form W-8BEN? Purpose, Validity, and Tax Benefits for Indian Investors in US Stocks
NRI Taxation

What Is Form W-8BEN? Purpose, Validity, and Tax Benefits for Indian Investors in US Stocks

Krishnan Subramanian
Krishnan Subramanian
How to File Form 1040-NR After Returning to India
NRI Taxation

How to File Form 1040-NR After Returning to India

Krishnan Subramanian
Krishnan Subramanian
How NRIs Can Fix FBAR Late Filing - 4 IRS Options Explained
NRI Taxation

How NRIs Can Fix FBAR Late Filing - 4 IRS Options Explained

Krishnan Subramanian
Krishnan Subramanian
Can NRIs Gift Mutual Funds to Family? Learn the PFIC and FEMA Rules
NRI Taxation

Can NRIs Gift Mutual Funds to Family? Learn the PFIC and FEMA Rules

Krishnan Subramanian
Krishnan Subramanian
How NRIs Returning to India Can Use RNOR Status for Cost Basis Reset on US Stocks
NRI Taxation

How NRIs Returning to India Can Use RNOR Status for Cost Basis Reset on US Stocks

Krishnan Subramanian
Krishnan Subramanian
PFIC First-Year Cost Basis Reset: What NRIs Must Know
NRI Taxation

PFIC First-Year Cost Basis Reset: What NRIs Must Know

Krishnan Subramanian
Krishnan Subramanian
US Estate Tax on RSUs for NRIs: The $60,000 Trap You Must Know
NRI Taxation

US Estate Tax on RSUs for NRIs: The $60,000 Trap You Must Know

Krishnan Subramanian
Krishnan Subramanian
7 US-India Tax Treaty Mistakes that delay NRIs IRS Refund
NRI Taxation

7 US-India Tax Treaty Mistakes that delay NRIs IRS Refund

Krishnan Subramanian
Krishnan Subramanian
Should US-Based NRIs File a Tax Extension?
NRI Taxation

Should US-Based NRIs File a Tax Extension?

Krishnan Subramanian
Krishnan Subramanian
TurboTax vs FreeTaxUSA: Which Should You Use in 2026?
NRI Taxation

TurboTax vs FreeTaxUSA: Which Should You Use in 2026?

Team InvestMates
Team InvestMates
TurboTax vs TaxAct - Which is Best for NRIs?
NRI Taxation

TurboTax vs TaxAct - Which is Best for NRIs?

Team InvestMates
Team InvestMates
Previous
  • 1
  • 2
  • 3
Next