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NRI Wealth Integrated offers NRI taxation services designed to address the full compliance journey NRIs face, both in India and abroad. At the core is income tax return filing in India, catering not only to NRIs themselves but also to their India-resident parents, a segment that's often overlooked by other advisors. Beyond basic filing, the service extends to capital gains and rental income advisory, guiding clients through the entire process from the sale of an asset to the eventual repatriation of funds. NRI Wealth Integrated also provides tax residency and planning support, helping NRIs correctly determine their residential status based on days spent in India and understand how that status affects their global income tax liability. Recognizing that many NRIs also have obligations in their country of residence, the firm has partnered with Manohar Chowdhry and Associates to offer global tax coordination, including assistance with US tax filing, so clients aren't left managing separate advisors across two countries.
Within these core services, the NRI Wealth Integrated team helps clients identify every taxable income source, including rent, capital gains, NRO interest, and dividends, while clarifying the important distinction between NRE and NRO account taxation. The team also keeps clients current on recent regulatory changes affecting dividend income and mutual fund capital gains, including updated TDS rules and refund processes. For clients selling property or shares in India, NRI Wealth Integrated calculates capital gains accurately and ensures TDS compliance, while also advising on how to use the Double Taxation Avoidance Agreement (DTAA) to prevent income from being taxed twice and to claim foreign tax credits where applicable. Where liability crosses the relevant threshold, the firm further guides clients on their advance tax obligations.
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