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Learning Center

Smart finance for Indians abroad.

Expert guides on taxes, investments, banking and remittances — written by NRI financial advisors.

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The must-read articles handpicked by our advisors.

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

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

Krishnan Subramanian
Krishnan Subramanian
H1B layoff: how to protect your RSUs, 401(k) and trust
NRI Guide

H1B layoff: how to protect your RSUs, 401(k) and trust

Krishnan Subramanian
Krishnan Subramanian
How to set up a US revocable trust with a non-citizen spouse
NRI Guide

How to set up a US revocable trust with a non-citizen spouse

Krishnan Subramanian
Krishnan Subramanian
Is Returning to India Worth It as an NRI? What the Move Really Costs
NRI Return to India

Is Returning to India Worth It as an NRI? What the Move Really Costs

Krishnan Subramanian
Krishnan Subramanian
UTMA custodial accounts for NRIs and the estate tax angle
Estate Planning

UTMA custodial accounts for NRIs and the estate tax angle

Krishnan Subramanian
Krishnan Subramanian
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The most recent guides published — or browse our full archive.

AllEstate PlanningInvestment PlanningLatest UpdatesNRI BankingNRI GuideNRI InsuranceNRI RepatriationNRI Return to IndiaNRI TaxationPFICPersonal FinanceRetirement Planning
How to fix skipped TDS: a tax residency certificate won't help
NRI Taxation

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

Krishnan Subramanian
Krishnan Subramanian
H1B layoff: how to protect your RSUs, 401(k) and trust
NRI Guide

H1B layoff: how to protect your RSUs, 401(k) and trust

Krishnan Subramanian
Krishnan Subramanian
How to set up a US revocable trust with a non-citizen spouse
NRI Guide

How to set up a US revocable trust with a non-citizen spouse

Krishnan Subramanian
Krishnan Subramanian
Is Returning to India Worth It as an NRI? What the Move Really Costs
NRI Return to India

Is Returning to India Worth It as an NRI? What the Move Really Costs

Krishnan Subramanian
Krishnan Subramanian
UTMA custodial accounts for NRIs and the estate tax angle
Estate Planning

UTMA custodial accounts for NRIs and the estate tax angle

Krishnan Subramanian
Krishnan Subramanian
GIFT City investment eligibility for NRIs: who can invest
Investment Planning

GIFT City investment eligibility for NRIs: who can invest

Krishnan Subramanian
Krishnan Subramanian
Community property survivorship rights for NRI couples
Estate Planning

Community property survivorship rights for NRI couples

Krishnan Subramanian
Krishnan Subramanian
Hindu undivided family: US tax rules for NRI coparceners
NRI Taxation

Hindu undivided family: US tax rules for NRI coparceners

Krishnan Subramanian
Krishnan Subramanian
New York's estate tax cliff, and what NRI families actually lose
NRI Taxation

New York's estate tax cliff, and what NRI families actually lose

Krishnan Subramanian
Krishnan Subramanian
Got a foreign assets notice from India's tax department? A guide for US-based NRIs
NRI Taxation

Got a foreign assets notice from India's tax department? A guide for US-based NRIs

Krishnan Subramanian
Krishnan Subramanian
How to convert a resident demat account to an NRI account
Investment Planning

How to convert a resident demat account to an NRI account

Krishnan Subramanian
Krishnan Subramanian
Combining finances after marriage as a mixed-status NRI couple
NRI Guide

Combining finances after marriage as a mixed-status NRI couple

Krishnan Subramanian
Krishnan Subramanian
Browse all 215 articles