Stock Investing
Direct Indexing in India: 4 Passive Stock Portfolio Strategies for NRIs and DIY Investors
Article: 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.
Published: 16 April 2025
10 MIN READ
NRI
Return to India
Understanding the U.S. Expatriation Tax: Applicability and Implications for H-1B Visa Holders, Green Card Holders, and U.S. Citizens
Article: This article demystifies who is subject to US exit tax, outlines the criteria defining a ‘Covered Expatriate,’ and provides insights into potential tax implications.
Published: 13 April 2025
13 MIN READ
Tax
Mutual Funds
Free Planning Tool
Save ₹15,625 in Taxes: How to Harvest Taxes in Your Mutual Funds for Free
Article: 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.
Published: 6 April 2025
15 MIN READ
NRI
Mutual Funds
Tax
NRI Mutual Fund Taxation in India: Capital Gains, TDS and DTAA Explained
Article: 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.
Published: 4 April 2025
22 MIN READ