Your first years in the US
New job, new paycheck, new tax system — we set your US–India finances up right from your very first year.
Two tax systems, fully covered
Indian accounts and investments come with US reporting duties. We handle every form the IRS expects.
Report your foreign accounts (FBAR & FATCA)
FinCEN 114 and Form 8938 filed on time, before penalties become real.
ExploreCompliance for your Indian mutual funds (PFIC)
Form 8621 for Indian funds, reported exactly the way the IRS requires.
ExploreCatch up on missed filings (Streamlined)
Years behind? SFOP and SDOP bring you back into good standing.
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Family, wealth, and the road ahead
Family and wealth growing on two continents need one cross-border plan — built to secure both.
Protect your estate & inheritance
Cross-border wills, nominations, and transfers that hold up in both countries.
ExploreGrow with expert financial advisory
One cross-border strategy for your 401(k), RSUs, and India investments.
ExplorePlan your retirement — US or India
Retire on your terms in either country, with corpus and timelines mapped.
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The journey back home
Move back with your money, your investments, and your peace of mind — nothing left behind.
