Financial Advisor for NRIs in the United States
Most NRIs manage taxes, investments, and compliance in silos across two countries - we bring everything together under one expert advisor, covering your investments, retirement, and long-term financial planning so nothing falls through the cracks.
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Financial advisory for NRIs at every stage of life in the US
Managing money across two countries is uniquely complex. We work exclusively with NRIs who face this every day.
H1B & Visa Holders
You are building wealth in the US but your family, property, and future are still rooted in India. We help you manage both without dropping the ball on either side.
Green Card Holders
You have long-term roots in the US now. But your India investments, NRE accounts, and family obligations still need active management and compliance.
High-Earning NRI Professionals
You earn well but your financial picture is complicated — US income, India assets, two tax systems, and no single advisor who understands all of it. We do.
NRIs Planning to Return to India
Returning to India is not just a lifestyle decision — it is a financial one. FEMA status changes, NRE account implications, 401(k) decisions, and India corpus planning all need to happen before you land.
Services We Offer
Everything you need to manage your US income, India investments, and cross-border obligations - under one advisory relationship
NRI Tax Planning
We handle your US and India tax obligations together - DTAA benefits, FBAR filing, TDS on India income, and PFIC reporting - so you never pay more than you owe.
NRI Investment Management
Indian mutual funds, PMS, and equities - invested compliantly through the right NRI account structures, aligned to your risk profile and financial goals.
FEMA, RBI & DTAA Compliance
From repatriation limits to NRE account rules to treaty benefits - we keep your cross-border finances fully compliant so regulatory issues never catch you off guard.
Retirement Planning
We align your US 401(k) and IRA with Indian retirement options - NPS, corpus building, and pension planning - so your retirement works regardless of where you settle.
Estate & Succession Planning
Who inherits your India property, mutual funds, and NRE accounts? We build a succession plan that protects your family on both sides of the border.
Insurance Planning
Life coverage, critical illness protection, and income security - structured correctly for NRIs across both markets so your family is protected wherever they are.
Meet the Advisors Behind Your Plan
Mr. Krishnan Subramanyam
CPA | Cross-Border Tax Specialist
15+ years helping NRIs structure tax-efficient plans across US and Indian systems — DTAA, FBAR, PFIC, and TDS optimisation.
Mr. Gangaraju Hanumaiah
EA | US International Tax Specialist
19+ years of international tax compliance for individuals and businesses — treaty application, foreign account reporting, and full cross-border compliance.
Why NRIs in the USA Trust InvestMates
Living between two countries comes with its own challenges. You're doing everything right - working hard, supporting family, and planning ahead. But managing finances across borders can still feel confusing.
That's why we built InvestMates - to give you the guidance and expertise you need to make confident financial decisions, every step of the way.
Speak to a Financial AdvisorStories From NRIs Like You
"I am earning well in the US, have property in India, and was planning for my kids' future - but I had no single person looking at all of it together. My US accountant handled one side and my CA in India handled the other, and they never spoke to each other. InvestMates changed that completely. My advisor understood my situation from the very first call. I wish I had done this sooner."
Ananya
New York, NY
"I had been managing my India mutual funds and US 401(k) completely separately for years with no one looking at the full picture. InvestMates was the first advisor who sat down with me and treated it as one financial life. Within three months we had sorted my FBAR filing, restructured my NRE account, and built a proper retirement plan. I finally feel like someone genuinely has my back."
Sanjay
San Francisco, CA
"I had been filing my US and India taxes separately for years, never knowing if I was doing it right. My first call with InvestMates lasted 30 minutes and I learned more than I had in the previous five years. They caught a FBAR issue I did not even know I had. Best financial decision I have made since moving to the US."
Rajesh
Austin, TX
"I kept putting off proper financial planning because I did not know where to even start. Two countries, two tax systems, property back home, and a family to plan for - it felt overwhelming. InvestMates broke it all down into a clear plan from the very first session. I finally feel in control of my finances."
Priya
Seattle, WA
"I was planning to return to India in two years and had no idea what to do with my 401(k), my US investments, or my NRE account. InvestMates mapped out the entire transition for me - taxes, timelines, and everything in between. I could not have navigated that alone."
Amit
Boston, MA
"What struck me most was that my advisor already understood my situation before I finished explaining it. No starting from scratch, no generic advice. Just a clear, practical plan that finally looked at my US and India finances as one complete picture."
Neha
Chicago, IL
Frequently asked questions
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Build a Clear Financial Plan Across the US & India
Get expert guidance on your investments, retirement, and taxes across both countries — all in one focused, personalized session.