ExpatriatesExpert Guidance of Global Financial Solutions for Expatriates

AboutPersonalized advice and strategies, from financial planning to investment management

Living and working as an expatriate in India can be exciting, but it comes with its own set of challenges. As a team of experienced Indian Chartered Accountants, auditors and tax advisers, we provide expert guidance on global financial solutions for expatriates in India.

Managing Taxes

Managing your taxes as an expatriate in India can be complex and confusing. With the help of our seasoned Indian accounting partners, we can assist you in understanding your tax obligations both in your home country and in India. We develop strategies to minimize your tax liability and ensure you comply with all relevant tax laws.

We provide comprehensive tax planning and optimization services, helping you take advantage of the latest tax incentives and minimizing your overall tax burden. Our team can provide customized advice on everything from cross-border tax implications to tax-efficient investment strategies, ensuring that you’re making the most of your financial resources while living and working in India.


Managing your investments as an expatriate in India can also be challenging. Our team of experts offers various investment services, including portfolio management, asset allocation, and investment advice tailored to meet the needs of expatriates. We understand the importance of diversification and risk management when investing internationally, and we can build a portfolio that meets your financial goals and risk tolerance.

We can help you make informed investment decisions and manage your portfolio effectively by investing your money in local stocks or bonds or diversify into global markets. With our extensive knowledge of the Indian market and global financial trends, we can provide you with the necessary guidance to make the most of your investments.

Retirement Planning

Planning for retirement as an expatriate in India requires a different set of considerations than planning for retirement in your home country. Our team of experts can assist you with retirement planning strategies such as tax-efficient investment vehicles, pension plans, and retirement savings accounts. We can also help you navigate the complexities of social security and other government programs in different countries, ensuring that you’re maximizing your retirement benefits and minimizing your tax liabilities.


If you are an expatriate who has inherited assets in India, we can provide you with the guidance and support you need to acquire those assets smoothly and efficiently. Our services include:

  • Understanding Indian Inheritance Laws:
    We can help you understand the inheritance laws in India and how they may affect your ability to acquire inherited assets. We can also guide you on the process of obtaining legal documents such as wills, probate certificates, etc.
  • Navigating Tax Implications:
    Inheritance in India may have tax implications, and our team can help you understand and navigate these complexities to ensure you comply with all relevant tax laws.
  • Facilitating Property Transfers:
    If you have inherited property in India, we can assist you in transferring the property into your name. This includes handling all legal documentation and facilitating the transfer process.
  • Advising on Investment Options:
    If you have inherited financial assets such as shares, bonds, or other investments, we can advise you on the best options for managing these assets in India. Our team of Indian Chartered Accountants and financial advisers can provide you with customized investment strategies based on your unique financial goals and risk tolerance.

Other Services

We offer a wide range of other services to help expatriates manage their finances in India, including:

  • Foreign exchange and currency management:
    We can help you manage your foreign currency exposure and make international payments and transfers at the most favourable exchange rates.
  • Financial planning and budgeting:
    We can help you develop a comprehensive financial plan and budget to ensure you can meet your expenses and achieve your financial goals while living abroad.
  • Insurance planning:
    We can help you understand your insurance needs and develop a customized insurance plan to protect your assets and income while living abroad.

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We’re ready to learn about your specific needs.As your business expands and evolves, and complexity increases, investing in an evaluation of your people, processes and technology is a valuable way to prepare for future growth.

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