Cross-border planners in Bengaluru

TBNG Capital Advisors specializes in providing financial planning and investment solutions for Non-Resident Indians (NRIs), focusing on global investment strategies, cross-border regulations, and customised wealth management. Their dedicated team guides NRIs in navigating the complexities of international finance, ensuring transparency and personalized service.

Wealthy provides a platform for mutual fund distributors, helping them grow their business with advanced technology, product research, learning, and full support.

Balakrishna & Co is a midsized firm of chartered accountants based in Wilson Garden, Bangalore, India, established in 1988, offering a range of services including audit, taxation, NRI services, and business consultancy.

Anand Rathi Wealth specializes in providing financial advisory services that help families and individuals simplify their wealth journey. They offer structured, data-driven strategies to aid clients in making smarter financial decisions for long-term wealth goals.

We specialize in providing comprehensive NRI taxation services including income tax filing, tax advisory, business compliance, and more for Non-Resident Indians.

Akshay Mehta & Co., Chartered Accountants, provides comprehensive financial and advisory solutions tailored to businesses, including services specially focused on NRI taxation and compliance. Their expertise in areas like tax planning, strategic advisory, and financial audits supports clients in navigating complex regulatory environments.

CA Lokesh & Associates specializes in providing comprehensive advisory services for Non-Resident Indians (NRIs), including tax planning, fund management, and investment consulting. They offer tailored solutions for NRIs looking to manage their investments and repatriate funds seamlessly from India.

TaxManager provides tax management solutions for NRIs, including tax return preparation and e-filing services.

Good Estates is the Fastest Growing Digital Real Estate Consultant Firm in North Bangalore, focused on simplifying the complex stages in Real Estate.

TaxFilr is a tax services provider that helps users file taxes with confidence and precision, offering personalized strategies and expert support for tax planning and compliance.

Avinash Luthria is a financial planner and SEBI Registered Investment Adviser based in Bangalore, specializing in providing hourly-fee investment advisory services. He focuses on clients who are knowledgeable about personal finance and investing, including non-resident Indians (NRIs) living in various countries.

Raj & Kanwar Legal Advisors India LLP, based in Bengaluru, offers legal guidance in land and property matters specifically for Non-Resident Indians (NRIs) and Persons of Indian Origin. The firm assists clients with various property-related issues across India, including major cities like Chandigarh, Delhi, and Pune. Established in 1995, Raj & Kanwar provides legal representation in areas such as property disputes, ownership conflicts, and property transfers. Their services address land and property disputes, including inheritance and partition of ancestral and self-acquired property. The firm also handles property transfers, offering assistance with Gift Deeds, Sale Deeds, and title registration. For estate planning, they provide legal help with drafting, attestation, and revocation of Wills and Powers of Attorney, as well as guidance on Indian inheritance laws, including Hindu and Muslim personal laws. Raj & Kanwar also supports NRIs in securing or reclaiming property possession, obtaining Succession Certificates for bank accounts, stocks, and movable assets, and offers legal property management services such as title verification and secure sale repatriation. They also provide assistance for NRIs selling disputed properties, focusing on resolution, title clearance, and secure sale execution. The firm emphasizes providing discreet and practical legal advice to manage clients’ property rights and investments. Each practice area is led by senior partners supported by a team of lawyers.

The firm is headquartered at Chennai with a branch office at Thiruvallur and having associate offices at Madurai, Tiruchirappalli, Bengaluru and Hyderabad. We are a registered Public Accounting firm with The Institute of Chartered Accountants of India having ICAI Firm Registration No: 000956S.

AxeMyTax provides specialized tax and compliance services tailored for Non-Resident Indians (NRIs) and foreign entities operating in India. Their services include guidance on taxation, regulatory compliance, and investment opportunities, ensuring a comprehensive support system for international clients.

Sinhasi Consultants provides bespoke financial guidance and investment strategies designed to secure and grow your wealth effectively, particularly focusing on NRIs and their unique financial needs.

Legal Light Consulting, based in Bengaluru, offers legal solutions with a focus on preventive guidance and strong documentation. The firm works with individuals, families, and businesses, providing services across various legal domains to avoid future litigation. The firm has a strong focus on Non-Resident Indian (NRI) legal services, bringing together India-qualified and foreign-qualified lawyers and legal consultants. They assist the Indian diaspora in countries including the USA, Canada, UK, Australia, New Zealand, Dubai (UAE), Qatar, and Doha. Their practice encompasses areas such as Criminal Law, Family & Divorce Matters, Civil Law, Corporate Law, Property Law, Cyber & IT Acts, and Human Rights, including cross-border issues. Legal Light Consulting provides representation in Indian courts, from District Courts to High Courts and the Supreme Court of India. They also have a presence in locations such as Delhi, Himachal, Uttarakhand, Lucknow, Chandigarh, Faridabad, Gurgaon, Mumbai, and Noida. The firm offers solutions for mutual divorce petitions, NRI property disputes, and property partition deeds.

As a SEBI-Registered Investment Advisor, Aikeyam helps professionals and families align money with life’s true goals and values, providing client-centric advice focused on life, not just on portfolios.

FEMA Consultant is a team of renowned chartered accountant experts providing comprehensive services and solutions for foreign exchange transactions under FEMA regulations. They focus on delivering sustainable financial planning and advice tailored to their clients' needs.

Mallya & Mallya offers expert consultancy services under the Foreign Exchange Management Act (FEMA), assisting clients with cross-border transactions and compliance. They provide end-to-end support to Non-Resident Indians (NRIs) and businesses in navigating foreign investment rules, obtaining necessary approvals, and ensuring compliance with RBI regulations.

Exim Advisory specializes in providing export and import advisory services with over 30 years of expertise. They offer tailored solutions for international trade compliance and strategy, catering to businesses looking to navigate the complexities of global trade.

OneAssure serves as a guide in selecting the right insurance plans, offering clear and unbiased advice tailored to clients' needs. They assist with health insurance policies and support for claims, ensuring a less stressful experience for customers.

ATS Wealth Managers Private Limited offers comprehensive services for NRIs looking to invest in the Indian stock market, from opening PIS accounts to trade execution and tax planning on gains. They are registered portfolio managers with SEBI and provide tailored investment solutions for NRI clients.

H A B and Co is a premier audit and advisory firm based in Bangalore, offering comprehensive financial solutions including audit, regulatory consulting, tax advisory, and compliance services. The firm serves a diverse clientele including large corporations, startups, and SMEs.

Your trusted consultant for premium real estate projects in Bangalore. We provide expert guidance, transparent dealings, and exceptional service to help you find your perfect home.

Neo Risk Management & Insurance Brokers offers innovative and bespoke insurance solutions designed for modern businesses, leveraging technology and industry expertise. They focus on providing exceptional customer experiences and swift solutions in both life and general insurance.

KYRALEGAL LLP is a leading law firm offering dedicated NRI Legal Services to Indians residing abroad with strong operational bases in Bangalore, the UK, and Dubai. The firm provides a range of legal services tailored specifically for NRIs including property management, family law, taxation, and international legal guidance.

Savills India is a full-service real estate consultancy specialising in services across a wide range of asset classes in India, including commercial, office, residential, and industrial. They offer commercial advisory and transactions, capital market services, project management, valuation, research and consulting, data centres, industrial and logistics services, and more.

Conscientia provides a wide range of professional services including corporate secretarial compliances, legal advisory services, and NRI services, ensuring compliance and improved business processes.

Certicom provides financial and tax advisory services, particularly focused on NRI clients, with expertise in compliance related to foreign remittances and income tax regulations.

End-to-end property management services for NRIs, handling tenant management, rent collection, maintenance, and legal support while providing regular updates and reports.

NRI advisory Services providing taxation, fund repatriations, and investment consulting services to Non Resident Indians (NRI) and foreign nationals.

B.C. Shetty & Co offers comprehensive international taxation services for clients, including tailored tax planning and filing for Australian, US, and Singapore tax compliances, specifically targeting non-resident Indians (NRI) and providing solutions for various tax-related needs.

Platinum Wealth provides comprehensive financial solutions including investment advice, mutual funds, insurance, and loans. They focus on personalized guidance to help clients achieve their financial goals and provide a single platform for executing financial transactions.

Venus Real Estate Consultants specializes in providing exceptional real estate services tailored to meet unique needs. With over 25 years of expertise, the team guides clients through buying, selling, and investing in real estate across Bangalore.

NRI Insurance Hub provides specialized insurance guidance tailored for Non-Resident Indians (NRIs), focusing on better premiums, wider coverage, and smarter protection. They also offer detailed insights on health and term insurance relevant to NRI clients.

Equity Street Investment Advisor is a SEBI registered financial investment advisory firm based in Bangalore, specializing in personalized financial planning and asset management services. They focus on providing tailored solutions for Non-Resident Indians among other client segments, ensuring that their financial objectives are met with a client-centric approach.

PeakAlpha Investments offers personalized financial advisory services to clients, including support for non-resident Indians (NRIs), focusing on holistic financial planning and investment management. Founded in 2005, their experienced team aids clients in securing their financial future through tailored investment strategies.

P & P Tax Consultants Pvt. Ltd., established in the year 2008, is an accounts outsourcing and consultancy Company based in Bangalore, India. It consists of committed professionals with specialized skills, servicing a range of business needs, believing strongly in creating and adding value for Clients.

Rooted in trust, driven by innovation, and guided by knowledge leadership — Sattva Group has redefined India’s real estate landscape since 1993.

LAYA is Bangalore's dedicated residential real estate advisory — built not to transact, but to counsel. We guide HNIs, NRIs, and aspiring homeowners toward decisions that stand the test of time.

Ved Investments provides tailored financial services including investment advisory, estate planning, and insurance solutions, focusing on the specific needs of global families and NRIs. They offer cross-border financial planning, ensuring compliance and tailored execution for clients living outside India.

Yellow, based in Bengaluru, focuses on estate and succession planning. The company assists individuals with creating wills and offers a suite of other estate planning services, including trusts, Powers of Attorney (PoAs), and gift deeds. They provide an online platform for will creation, described as customizable and secure, built by legal experts. Additionally, Yellow offers support for claims and asset transfers for beneficiaries. Yellow is recognized by the Ministry of Social Justice and Empowerment under the SAGE (Seniorcare Ageing Growth Engine) initiative, which evaluates and verifies services for senior citizens in India. The company also states that it is supported by the Government of India as a trusted service for senior citizens. In 2024, Yellow was selected for the Google for Startups Accelerator (Apps) program.

BizGuardian specializes in trust formation services, providing expert legal consultation and support for individuals and organizations looking to establish trusts for various purposes. They assist NRIs in navigating the legal requirements and compliance for setting up trusts in India, ensuring structured asset management and protection.

A leading CA firm in India offering specialized FEMA and Non-Resident Services, helping foreign companies, NRIs, and global investors navigate international taxation and compliance solutions.

India Law Offices provides legal support to the Indian community residing globally, including individuals in Europe, the USA, Canada, Africa, and the Middle East, advising on legal matters in India. The firm has offices across India and a global network, offering services before clients arrive in India. Their lawyers offer assistance across various legal issues, such as property disputes, ancestral property partition, divorce, child custody, property transfer, and visa and Indian citizenship applications. They aim to simplify the process for expatriates settling in India by providing systematic legal guidance, strategizing, and resolving complex legal disputes through proper court approaches and necessary legal documentation. The firm's services include assistance with marriage solemnization under different laws, registration of marriages, and obtaining non-impediment certificates for marriage with foreign nationals. They handle divorce proceedings, including mutual and unilateral divorces, drafting and representation before courts, and appeals. They also address child custody and paternity issues, execution of foreign divorce decrees in India, and inter-country adoption as per CARA guidelines and personal laws. India Law Offices assists with resolving matrimonial disputes, alimony issues, domestic violence, and dowry harassment cases. Their estate and succession planning services involve drafting and registering Wills and codicils, gift deeds, relinquishment deeds, family settlement agreements, and partition deeds. They also help with offshore trusts and setting up family trusts. The firm represents NRIs before jurisdictional courts for obtaining probate of wills, letters of administration, succession certificates, and legal heir certificates. They also assist foreign nationals in obtaining ancillary probate on wills already proven by foreign courts and provide advisory on ancestral real estate and inheritance matters.

Your One-Stop, Comprehensive Platform for Complete NRI Realty Solutions in India. We help NRIs manage, buy, sell, rent, document, and monitor property in India through a single coordinated service layer, without requiring frequent travel.

DYRAA Wealth, based in Bengaluru, provides independent wealth advisory services to high-net-worth (HNI) and ultra-high-net-worth (UHNI) families. The firm emphasizes conflict-free, goals-based financial planning without commissions or product pushes. They are a SEBI-registered investment advisor and offer a dedicated relationship manager to clients. Their services cover various aspects of wealth management, including investment portfolio advisory, which involves goal-aligned portfolio construction across equities, debt, REITs, AIFs, and international assets, with quarterly reviews. The firm also provides real estate wealth strategy, offering independent advice on property acquisition, rental yield optimization, portfolio rebalancing, and commercial real estate structuring. For estate and succession planning, they assist with wills, trusts, nomination structuring, and family governance frameworks to protect and transfer wealth across generations. Additionally, DYRAA Wealth offers specific advisory for business owners, covering the separation of business and personal wealth, ESOP planning, liquidity event preparation, and founder exit strategies. Their comprehensive financial plan consolidates all assets, liabilities, insurance, tax, and goals into a single roadmap, reviewed annually with an advisor. They serve a diverse clientele including real estate investors, business owners and founders, HNI and UHNI families, senior executives, and those focused on legacy and estate planning. They highlight their expertise in both Indian and Gulf Cooperation Council markets. DYRAA Wealth’s advisory process begins with a discovery call, followed by a wealth diagnostic, an advisory blueprint, and ongoing partnership with quarterly portfolio reviews and annual plan updates.

Prakasha & Co is a Bangalore-based professional advisory firm providing Company Secretary, Chartered Accountant, GST, taxation, legal and trademark services for startups, entrepreneurs and growing businesses across India.

Wealthy Monk Finserv offers a unique combination of physical and financial assets tailored for NRI investors, ensuring a best-in-class investment experience alongside sustainable wealth creation. They provide solutions covering investment options, compliance, taxation, and real estate management in India.

We are a firm of Chartered Accountants headquartered in Bangalore, committed to delivering excellence in every aspect of our professional practice. Our team of partners brings a unique blend of industry experience and hands-on practice expertise, equipping us to navigate complex business challenges with precision and insight.

Finvest India provides a comprehensive range of financial services tailored for both residents and non-resident Indians (NRIs). They specialize in investment planning, insurance solutions, and retirement assessments, supporting clients in achieving their financial goals with personalized recommendations.

We are a customer-first property consultancy based in Bangalore, specializing in helping individuals and families find the perfect property – whether new, under construction, or in the resale market. Our consultants work with zero developer bias, giving you honest advice backed by data, market trends, and your lifestyle needs.

VIVS Legal provides expert legal services in debt recovery, real estate, and corporate litigation, with a tech-driven approach for effective litigation and compliance in India.

Apart from regular services we also undertake any advisory services related to FEMA (Foreign Exchange Management Act) which deals with the necessary abiding of the foreign exchange market. We help in RBI Approvals, FIPB Approvals and related services.

Helping NRIs navigate India with clarity through consulting services.

Founded in 1949, S N Banerjea & Co. is a respected Chartered Accountancy firm in India, providing a range of professional services including audit, tax, and advisory. They focus on building enduring value for their clients through client-centric and technology-driven solutions.

PropertyAngel is an award-winning property management company, headquartered in Bangalore. Our end-end property management services include tenant search & management, property upkeep, rent collection, legal agreements and more. Our tech-enabled services have won various awards and are recognized among the top property management companies in India.