Latest Posts

How Returning NRIs can Preserve Forex and Save Taxes via RFC accounts?

This article is a deep-dive into how, when, and why to use RFC accounts: not just as a banking product, but as a transitional asset management strategy for intelligent NRIs planning a return to India.

Case study: how this double income recently married family can perform DIY goal-based investment planning

This article shows how a young just-married couple can invest for future goals using the Arthgyaan goal-based investing tool.

UK Non-Dom Tax Regime Ended in April 2025: What should UK NRIs do with their Indian Investments?

This article explains what UK-based NRIs should do with their India investments post the new non-dom tax changes.

Best Mutual Funds for SWP: Fixed and Step-Up (with Free SWP Calculator)

This article has an always updated list of mutual fund categories along with their SWP returns for the short, medium, and long term.

Returning to India? What to do with your NRE and NRO accounts and by when?

This article explains the rules for dealing with NRO, NRE, FCNR and RFC accounts for an NRI returning to India from both FEMA and Income Tax perspective.

NRI Money Transfers to India: What are the Taxation and Reporting Rules in the Foreign Country?

This guide provides country-specific rules for NRIs transferring money to India regarding tax in their home country and reporting.

NRI Taxes in India: Your Guide to Income, Capital Gains and DTAA

This guide simplifies the rules for income earned in India and abroad, including taxability, exemptions and DTAA application.

Mutual Fund AUM: How Fund Size Impacts Performance, Longevity and Risk

This article delves into the advantages and challenges associated with fund sizes across various types and its real-world implications on your mutual fund investments.

How can NRIs transfer large amounts to India legally and safely?

This article discusses the best options for NRIs transferring large amounts to India along with the tax and compliance rules.

Direct Indexing in India: 4 Passive Stock Portfolio Strategies for NRIs and DIY Investors

This article explains the concept of direct indexing in India which allows you to build a personalized portfolio by directly purchasing stocks that mirror popular indices like the Nifty 50 or SENSEX.

Understanding the U.S. Expatriation Tax: Applicability and Implications for H-1B Visa Holders, Green Card Holders, and U.S. Citizens

This article demystifies who is subject to US exit tax, outlines the criteria defining a ‘Covered Expatriate,’ and provides insights into potential tax implications.

NRI Guide: Save on Crores in Capital Gains Tax with Sections 54, 54EC, and 54F in India

This article explains the benefits of Section 54, 54EC and 54F for NRIs looking to buy and sell real-estate in India.

Save ₹15,625 in Taxes: How to Harvest Taxes in Your Mutual Funds for Free

This article explains the concept of tax harvesting and provides a free tool that can help you locate those mutual funds in your portfolio that can save tax by harvesting.

NRI Mutual Fund Taxation in India: Capital Gains, TDS and DTAA Explained

This guide breaks down how much tax you owe as an NRI when selling mutual funds in India, how TDS applies, and how you can claim tax refunds or credits in your home country.

TCS and TDS on Transfers to NRO Accounts: Rules, Tax Implications and Exemptions

This article deals with complex taxation rules around NRO and NRE accounts and how TDS and TCS applies to them.