Article: US-based NRIs investing in Indian mutual funds and stocks must comply with PFIC and FBAR rules or risk severe IRS penalties. This guide breaks down the reporting requirements for FinCEN Form 114 (FBAR) and Form 8621 (PFIC), helping NRIs avoid excessive taxation.
NRI Tax
How US NRIs Can Avoid Heavy PFIC & FBAR Penalties on Indian Investments? Article: US-based NRIs investing in Indian mutual funds and stocks must comply with PFIC and FBAR rules or risk severe IRS penalties. This guide breaks down the reporting requirements for FinCEN Form 114 (FBAR) and Form 8621 (PFIC), helping NRIs avoid excessive taxation.

Published: 14 April 2024

14 MIN READ
Article: This article helps you get NPS NAV data via an easy-to-read table that is always updated.
Market Data NPS
Latest NAVs - National Pension System (NPS) Article: This article helps you get NPS NAV data via an easy-to-read table that is always updated.

Published: 14 April 2024

26 MIN READ
Article: This article looks at the tax and compliance rules to keep in mind for transferring money to an NRE account by resident Indians, from NRO accounts and from abroad.
NRI
The complete guide for transferring money to an NRE account: NRO to NRE and resident to NRE covered Article: This article looks at the tax and compliance rules to keep in mind for transferring money to an NRE account by resident Indians, from NRO accounts and from abroad.

Published: 10 April 2024

11 MIN READ
Article: This article shows the calculation for your portfolio’s lifetime XIRR which allows you to meet all your goals.
Portfolio Construction Calculator
How much portfolio return do you need over your lifetime to meet all your goals? Article: This article shows the calculation for your portfolio’s lifetime XIRR which allows you to meet all your goals.

Published: 7 April 2024

5 MIN READ
Article: This article shows you how much corpus you can create via SSY and PPF for your daughter’s education from college to PhD.
Children
How Sukanya Samridhhi Yojana (SSY) and Public Provident Fund (PPF) can together take your daughter from college to PhD? Article: This article shows you how much corpus you can create via SSY and PPF for your daughter’s education from college to PhD.

Published: 3 April 2024

18 MIN READ
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