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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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CIN U72900TZ2021PTC037733 | ARN 264792 | DPIIT DIPP100687

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Smart finance for Indians abroad.

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

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ULIPs, ELSS, and NPS: Are they PFICs Under US Tax Law?

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Krishnan Subramanian
PFIC Penalty: What happens if you never filed Form 8621
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PFIC Penalty: What happens if you never filed Form 8621

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PFIC Elections Guide: QEF vs Mark-to-Market vs Section 1291
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PFIC Elections Guide: QEF vs Mark-to-Market vs Section 1291

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How to file IRS Form 8621: Step-by-Step Guide - 2026 Updated
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How to file IRS Form 8621: Step-by-Step Guide - 2026 Updated

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What is PFIC? The IRS Tax Rules Every NRI Should Know
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What is PFIC? The IRS Tax Rules Every NRI Should Know

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AllEstate PlanningInvestment PlanningLatest UpdatesNRI BankingNRI GuideNRI InsuranceNRI Return to IndiaNRI TaxationPFICPersonal FinanceRetirement Planning
ULIPs, ELSS, and NPS: Are they PFICs Under US Tax Law?
PFIC

ULIPs, ELSS, and NPS: Are they PFICs Under US Tax Law?

Krishnan Subramanian
Krishnan Subramanian
PFIC Penalty: What happens if you never filed Form 8621
PFIC

PFIC Penalty: What happens if you never filed Form 8621

Krishnan Subramanian
Krishnan Subramanian
PFIC Elections Guide: QEF vs Mark-to-Market vs Section 1291
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PFIC Elections Guide: QEF vs Mark-to-Market vs Section 1291

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How to file IRS Form 8621: Step-by-Step Guide - 2026 Updated
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How to file IRS Form 8621: Step-by-Step Guide - 2026 Updated

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What is PFIC? The IRS Tax Rules Every NRI Should Know
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What is PFIC? The IRS Tax Rules Every NRI Should Know

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How to declare RSU shares in Schedule FA while filing your ITR
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How to declare RSU shares in Schedule FA while filing your ITR

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Learn to Repatriate RSU Sale Proceeds to India
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Learn to Repatriate RSU Sale Proceeds to India

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RSU Concentration Risk for NRIs: How to Identify and Manage It?
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RSU Concentration Risk for NRIs: How to Identify and Manage It?

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FCNR (B) Deposit Rates Hit 7.1% after RBI Opens Swap Window
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FCNR (B) Deposit Rates Hit 7.1% after RBI Opens Swap Window

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Required Minimum Distribution (RMD) - Guide for NRIs

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RFC Account for Returning NRIs: Features, Benefit and Eligibility

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