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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 109 matching articles

How to fix skipped TDS: a tax residency certificate won't help

How to fix skipped TDS: a tax residency certificate won't help

Krishnan Subramanian

W-2 vs 1099 vs Employer of Record: working remotely from India

W-2 vs 1099 vs Employer of Record: working remotely from India

Krishnan Subramanian

Nonqualified Deferred Compensation for NRIs leaving the USA

Nonqualified Deferred Compensation for NRIs leaving the USA

Krishnan Subramanian

AMT and the Foreign Tax Credit: 2026 Rules for NRIs

AMT and the Foreign Tax Credit: 2026 Rules for NRIs

Krishnan Subramanian

Sovereign Gold Bonds for NRIs: Holding Rules and the US Tax Bill

Sovereign Gold Bonds for NRIs: Holding Rules and the US Tax Bill

Krishnan Subramanian

Net Unrealized Appreciation: 401(k) Stock Tax Break for NRIs

Net Unrealized Appreciation: 401(k) Stock Tax Break for NRIs

Krishnan Subramanian

PIS Account for NRI Investors: Setup, Tax and Rules

PIS Account for NRI Investors: Setup, Tax and Rules

Krishnan Subramanian

Top 6 Costly Tax Filing Mistakes NRIs Make - Revealed by CPA

Top 6 Costly Tax Filing Mistakes NRIs Make - Revealed by CPA

Krishnan Subramanian

H1B Layoff: Emergency Checklist and 401(k) Options for NRIs

H1B Layoff: Emergency Checklist and 401(k) Options for NRIs

Krishnan Subramanian

What is Cash Balance Retirement Plans: Guide for NRIs

Retirement Planning

What is Cash Balance Retirement Plans: Guide for NRIs

Krishnan Subramanian

QCD for NRIs: How Retired NRIs can cut RMD tax on a large 401(k) or IRA

QCD for NRIs: How Retired NRIs can cut RMD tax on a large 401(k) or IRA

Krishnan Subramanian

Should NRIs use Irish-domiciled ETFs to reduce US estate tax exposure?

NRI Return to India

Should NRIs use Irish-domiciled ETFs to reduce US estate tax exposure?

Krishnan Subramanian

Does the IRS treat a Corporate Fixed Deposit as a PFIC?

Does the IRS treat a Corporate Fixed Deposit as a PFIC?

Krishnan Subramanian

FATCA vs PFIC: The difference every NRI should know!

FATCA vs PFIC: The difference every NRI should know!

Krishnan Subramanian

QDOT for NRIs: When it helps and when it does not

Estate Planning

QDOT for NRIs: When it helps and when it does not

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

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 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

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

Married Filing Jointly vs Separately: Which is Better for US 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

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

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