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i2Finserv
SEBI Registered · AMFI Certified · 500+ Families
Your Indian Finances, Managed From Anywhere

Whether you're moving abroad, living overseas, or planning your return, we provide expert, unbiased financial guidance for NRIs in UAE, Singapore, UK & Europe. Mutual funds, tax planning, insurance, and estate management. All 100% remote.

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AMFI
AMFI Registered
500+
Families Served
SEBI
SEBI Registered
10+
Years of Experience
Your NRI Journey

Every stage brings unique challenges. We solve them.

From pre-departure preparations to managing wealth overseas to planning a smooth return, we've guided hundreds of families through every step.

Stage 1

Moving Abroad

Setting the right foundation before you leave

  • Restructuring bank accounts: which to keep, which to convert to NRO
  • Understanding FEMA obligations and required disclosures
  • Setting up power of attorney for financial matters in India
  • Helping parents manage their finances and medical insurance
Stage 2

Living Overseas

Managing Indian wealth from thousands of miles away

  • Investing in Indian mutual funds through NRE/NRO accounts
  • DTAA optimization to avoid paying tax twice
  • Annual Indian tax filing obligations and TDS refund claims
  • Property management, rental income taxation, and FEMA compliance
Stage 3

Planning Your Return

Transitioning smoothly back to resident status

  • Converting NRE/NRO accounts to resident accounts
  • Repatriating overseas retirement funds (CPF, 401k, pension)
  • Restructuring your global portfolio for Indian tax efficiency
  • Updating nominees, wills, and succession plans
Region-Specific Guidance

Tailored to where you live

Every country has its own tax treaties, banking channels, and regulations. We provide guidance built for your specific corridor.

Our Services

Comprehensive NRI Financial Services

From opening your first NRE account to estate planning for the next generation. Every financial need, under one roof.

NRE/NRO Account Setup

We guide you through opening, managing, and optimizing your NRE and NRO accounts. This is the foundation of all NRI investments in India.

DTAA Optimization

We analyze your country-specific Double Taxation Avoidance Agreement to minimize withholding tax and claim eligible treaty benefits.

Parent Financial Care

Help your parents manage their finances, health insurance, and investments in India. Stay connected to their wellbeing from abroad.

How It Works

Get started in 4 simple steps

Our 100% digital onboarding takes less than a week. No India visit needed.

STEP 01

Discovery Call

Free 30-minute consultation to understand your financial situation, goals, and country-specific requirements.

STEP 02

Video KYC

Complete your investor verification via video call. PAN, passport, and overseas address proof is all you need.

STEP 03

Custom Plan

We design a personalized financial plan covering investments, tax strategy, insurance, and estate planning.

STEP 04

Execute & Monitor

Investments go live. Track your portfolio online 24/7. Quarterly reviews and annual tax filing included.

NRI Financial Planning: FAQs

Answers to the most common questions from NRIs about investing in India, tax obligations, and account management.

Yes, NRIs from most countries can invest in Indian mutual funds through NRE or NRO accounts. NRIs from UAE, Singapore, UK, and EU countries have full access to most AMCs. Some restrictions apply to US and Canada-based NRIs due to FATCA regulations. We handle the entire KYC and investment setup remotely. No India visit required.
NRE (Non-Resident External) accounts hold your foreign earnings in INR. Interest is tax-free in India, and the principal plus interest are fully repatriable. NRO (Non-Resident Ordinary) accounts hold your Indian income (rent, dividends, pension). Interest is taxable, and repatriation is limited to USD 1 million per financial year after tax clearance. We help you choose the right account structure for your investments.
Double Taxation Avoidance Agreements between India and your country of residence prevent you from paying tax twice on the same income. Benefits include reduced TDS rates on interest (typically 10-15% vs 30%), capital gains, and dividends. Each country's DTAA has specific provisions. We analyze your situation and claim all eligible treaty benefits during ITR filing.
You must file an Indian tax return if your Indian income exceeds 2.5 lakhs per year. This includes rental income, capital gains from Indian investments, interest income on NRO deposits, and any other Indian-source income. We handle end-to-end ITR filing remotely, including TDS refund claims and DTAA benefit applications.
Yes, FEMA (Foreign Exchange Management Act) governs all foreign exchange transactions for NRIs. Key compliance areas include declaring your NRI status to banks, converting resident accounts to NRO accounts, following investment limits in Indian property, and adhering to repatriation rules. Non-compliance can attract penalties up to three times the amount involved.
Yes. NRIs can purchase residential and commercial property in India. However, agricultural land, farmhouse, and plantation property cannot be purchased. Payment must be through NRE/NRO accounts or FCNR deposits, not foreign currency. Rental income is taxable in India, and we help with property tax planning and DTAA optimization.
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