Global Wealth ManagementTrack your US and India wealth in one place
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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 121–138 of 138 articles

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

How to Apply for NRI Aadhaar Card - Documents & Process

Prakash
Prakash
Can NRI invest in NPS Scheme? Eligibility, Interest Rate & Taxation
Retirement Planning

Can NRI invest in NPS Scheme? Eligibility, Interest Rate & Taxation

Prakash
Prakash
Tax on Capital Gains for NRIs – Rates, TDS & Exemptions 2026
NRI Taxation

Tax on Capital Gains for NRIs – Rates, TDS & Exemptions 2026

Krishnan Subramanian
Krishnan Subramanian
How NRIs Can Buy and Sell Property in India  – TDS, Tax & Legal Rules
Investment Planning

How NRIs Can Buy and Sell Property in India – TDS, Tax & Legal Rules

Prakash
Prakash
Term Life Insurance for NRIs: Eligibility, Documents & Taxation
NRI Insurance

Term Life Insurance for NRIs: Eligibility, Documents & Taxation

Prakash
Prakash
Financial Planning for NRIs in the USA: Learn to Manage Your Money
Personal Finance

Financial Planning for NRIs in the USA: Learn to Manage Your Money

Prakash
Prakash
Latest H-1B Visa Update 2025: What It Means for Indian Professionals
Latest Updates

Latest H-1B Visa Update 2025: What It Means for Indian Professionals

Prakash
Prakash
How NRIs Can Plan Their Return to India - Complete Guide for NRIs
NRI Return to India

How NRIs Can Plan Their Return to India - Complete Guide for NRIs

Prakash
Prakash
Best Way to Send Money from USA to India – 15 Apps Compared
NRI Guide

Best Way to Send Money from USA to India – 15 Apps Compared

Prakash
Prakash
How to do Retirement Planning as an NRI?
Retirement Planning

How to do Retirement Planning as an NRI?

Prakash
Prakash
Difference between NRE, NRO and FCNR Account for NRIs
NRI Banking

Difference between NRE, NRO and FCNR Account for NRIs

Prakash
Prakash
NRI Repatriation of Funds from India: NRO, NRE Transfer Limit
NRI Guide

NRI Repatriation of Funds from India: NRO, NRE Transfer Limit

Prakash
Prakash
NRI Mutual Fund Investment Guide - Step by Step
Investment Planning

NRI Mutual Fund Investment Guide - Step by Step

Prakash
Prakash
Best NRI Investment Options in India - 15 Picks for 2026
Investment Planning

Best NRI Investment Options in India - 15 Picks for 2026

Prakash
Prakash
NRI Income Tax Return Filing: Step-by-Step Guide 2026
NRI Taxation

NRI Income Tax Return Filing: Step-by-Step Guide 2026

Prakash
Prakash
DTAA for NRIs: Meaning, Benefits & How to Claim in 2026
NRI Taxation

DTAA for NRIs: Meaning, Benefits & How to Claim in 2026

How to Claim DTAA Benefits: A Simple Guide for NRIs to Save Tax

Krishnan Subramanian
Krishnan Subramanian
Who is an NRI? Meaning, Eligibility & Tax Rules Explained
NRI Guide

Who is an NRI? Meaning, Eligibility & Tax Rules Explained

NRI (Non-Resident Indian) means an Indian citizen with an Indian passport who lives outside India. People become NRIs when they leave for work, business, education, or other reasons. The rules change substantially depending on which regulations you look at. Your exact NRI status matters a lot when dealing with taxes, banking, or investments. To name just one example, the Income Tax Act says you're an NRI if you stay outside India for at least 182 days during a financial year. So, your regular resident savings account becomes invalid once you become an NRI. You'll need to open special NRI accounts to keep banking in India.

Prakash
Prakash
InvestMates vs. Monarch, Fidelity, Wealthfront & More: What’s Best for NRIs?
NRI Guide

InvestMates vs. Monarch, Fidelity, Wealthfront & More: What’s Best for NRIs?

Compare InvestMates vs. Monarch, Fidelity, Wealthfront & more. We evaluated pricing, investment support, tax planning, and AI-driven tools to help NRIs choose the best financial platform.

Prakash
Prakash
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