PERSONAL FINANCIAL ADVICE ACROSS INDIA AND USA

Are you a Financial Advisor based in the USA, having clients who have come from India or are working in India currently?

You might be having existing or potential clients who have financial issues with respect to India. There could be advisory requirements such as taxation, repatriability or investment advice or implementation requirements such as setting up a trust or regulatory compliance.

We provide support to Financial Advisors in these and related areas. We will work with you to identify and address issues and implement solutions for each individual client.

We have modeled our cross border practice to provide support to Planners & Advisors in the USA in identifying and addressing their clients’ India - USA cross border issues.
 

If you are a consumer (such as American Expatriate working in India or Non Resident Indian living in US) requiring personal financial advice across India and USA and do not have a financial planner or advisor
to assist you, we would be happy to refer you to advisors in USA who are already helping
clients like you.

We visualize ourselves as the most reliable, competent and accessible resource to
advisors for addressing Indo-US crossborder issues.

To learn more
A. Consumers - Click here.
B. Financial Advisors and Planners - Click here.