Serving the Global Indian
FEMA Compliance | DTAA Optimisation | NRE/NRO Structuring | Repatriation | India Investment Advisory
For Non-Resident Indians across the globe, managing Indian financial assets remotely — navigating FEMA regulations, RBI circulars, repatriation rules, and double taxation treaties — requires specialised expertise that general advisors simply do not possess. Wealthways is your dedicated India financial desk, wherever you are in the world.
FEMAExpert
COMPLIANCE
DTAATreaty
TREATY OPTIMISATION
NRE / NROAccount
ACCOUNT STRUCTURING
GIFT CityPlatform
INTERNATIONAL PLATFORM
| Service | What We Do | Key Regulations |
|---|---|---|
| NRI Mutual Fund Investments | Investments through NRE (repatriable) or NRO (non-repatriable) accounts. FATCA/CRS-compliant KYC. Coverage across 40+ AMCs including US/Canada NRIs (select AMCs). | FEMA 1999, SEBI MF Regulations, PMLA |
| India Real Estate Advisory | FEMA-permitted property purchase guidance, repatriation of sale proceeds, TDS advisory on NRI property sales (22.66% + cess), documentation for NRI mortgage. | FEMA Section 6(5), Income Tax Act 195 |
| Tax & FEMA Compliance | DTAA benefits analysis (US, UK, UAE, Singapore, Australia), NRI ITR filing, residential status determination, FEMA compliance for asset repatriation. | Income Tax Act, DTAA treaties, FEMA |
| Remittance & Repatriation | LRS guidance, repatriation of NRO funds up to USD 1 million per year, Form 15CA/15CB, RBI Annexure-B filings, AD Bank coordination. | LRS RBI Master Direction, FEMA |
| NPS for NRIs | National Pension System accounts — tax-efficient retirement savings in India available for NRIs and OCIs with foreign addresses. | NPS Act, PFRDA Regulations |
| NRI Life & Health Insurance | Term plans, health insurance from Indian insurers while abroad. Medical policies with global hospitalisation options. Claim assistance remotely. | Insurance Act, IRDAI Regulations |
| Estate & Cross-Border Succession | Wills valid in India and country of residence, inheritance of Indian property by NRI heirs, PIO/OCI asset holding regulations. | Hindu Succession Act, FEMA |
| Service | What We Do | Key Regulations |
|---|---|---|
| Return-to-India Planning | Financial transition for NRIs returning home — RNOR status benefits (2-year window), portfolio consolidation, ITR strategy for transition year. | Income Tax Act, FEMA |
"An NRI's India financial life is often complex, fragmented, and under-managed. Wealthways provides a single, trusted point of contact who understands both the Indian regulatory framework and the practical realities of managing finances from abroad — whether you are in Dubai, London, Singapore, New York, or Sydney."
Ready to manage your Indian assets effectively?
Connect with our NRI desk today to streamline your compliance, optimise taxes, and structure a custom portfolio.