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.
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
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.
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
Article: This article explains the benefits of Section 54, 54EC and 54F for NRIs looking to buy and sell real-estate in India.
NRI Tax Real Estate
NRI Guide: Save on Crores in Capital Gains Tax with Sections 54, 54EC, and 54F in India Article: This article explains the benefits of Section 54, 54EC and 54F for NRIs looking to buy and sell real-estate in India.

Published: 9 April 2025

22 MIN READ
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.
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
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.
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

24 MIN READ