Cross-border planners in Delhi

Sekhri Kanodia & Associates is a reputed Chartered Accountant Firm established in the year 1980, rendering professional services which include Audit & Assurance, Direct Tax, GST, FEMA, Service Tax, Corporate Services etc.

WillEffect provides estate and succession planning services from its Delhi office, along with locations in Mumbai and an upcoming Bangalore office. The firm specializes in offering individualized solutions designed to address the specific needs of families and their financial situations. Their approach involves a comprehensive suite of services encompassing various aspects of estate planning. The firm's offerings include the creation of Wills, establishment of trusts, and professional executorship. They also assist with Powers of Attorney and other related estate planning requirements. WillEffect highlights a focus on confidentiality, drawing on a legacy established by its parent company, which has been providing financial solutions since 1948. WillEffect's team comprises professionals with expertise in relevant domains, including lawyers, chartered accountants, and estate and trust practitioners. These experts work together to deliver integrated estate planning solutions that cover a broad spectrum of client needs.

Maheshwari & Co. is a legal firm based in Delhi, offering a range of services across various practice areas. The firm provides expert legal advisory and strategies for clients, emphasizing a client-centric approach. Their services extend to corporate and commercial matters, including company formation, mergers and acquisitions, contract negotiation and drafting, and corporate restructuring. The firm also provides counsel in litigation, covering case evaluation, pleadings and motions filing, court representation, appeals management, and settlements. Other practice areas include sports & entertainment - IT & business advisory, energy & infrastructure, intellectual property, and information technology. Their work in intellectual property includes guidance on patent and trademark registration, copyright protection, IP litigation, licensing agreements, and trade secret management. In information technology, they consult on data protection and privacy, software and hardware contracts, and e-commerce regulations. Maheshwari & Co. has handled a number of case representations, joint ventures, and cross-border transactions. They have been recognized for their work in mergers and acquisitions by IFLR1000 Asia Pacific in 2022 and for banking and mergers & acquisitions by IFLR 1000 in 2024. The team includes Managing Partner Vipul Maheshwari, Head of Corporate Practice Jyotsna Chaturvedi, and Partners Dhananjay Anant Athavale, Praveen Maratha, and J B Singh.

Ajay Sawhney & Associates is a leading firm specializing in NRI taxation and investment advisory services, helping non-resident Indians navigate their financial challenges in India. Based in the USA, the firm is dedicated to providing tailored solutions for NRI clients, ensuring compliance with Indian regulations while maximizing investment opportunities.

Truemind Capital specializes in providing comprehensive investment solutions and financial advisory services for Non-Resident Indians (NRIs), addressing operational challenges related to investing in Indian markets. Their offerings include portfolio management, financial planning, and a range of financial products tailored for NRI clients.

Empowering your real estate journey with over 40 years of boutique-style real estate experiences to property owners, buyers, renters, and investors locally and globally.

NYVO provides financial advisory services with a focus on term insurance for NRIs living abroad.

Priyanka Bhagat specializes in real estate in Gurgaon and Dubai, offering tailored solutions for clients seeking luxury homes, smart investments, or lifestyle upgrades. With 17 years of experience, Priyanka focuses on high-yield investments that align with clients' aspirations and financial goals.

Life Insurance Corporation of India offers services to Non Resident Indians (NRI) as well as to People of Indian Origin (PIO) having foreign nationality and residing in foreign countries.

Global Taxation is a Chartered Accountant firm based in Delhi, India, specializing in services such as NRI taxation, foreign company taxation, FDI RBI compliance, and TDS on foreign remittance. They offer tailored solutions for the diverse needs of non-resident Indians (NRIs) utilizing efficient and precise means.

Leading real estate service provider offering property investment options, mortgage financing, property management, and specialized services for NRIs.

RRG is an established financial, tax and legal advisory firm based in Delhi, India, with a history of over 20 years catering to domestic and international clients. We specialize in Corporate & Commercial Matters, International Taxation, FEMA, Cross Border Investments, International Trade, NRI, Transaction Advisory and Regulatory compliances.

Good Moneying Wealth Planners provides personalized, comprehensive financial planning and investment advisory services, focusing on the needs of corporate professionals and NRI clients. They assist families in managing investments, retirement planning, and addressing cross-border complexities.

Manoj Pahwa & Associates offers expert FEMA Consultant Services to help individuals and businesses comply with the Foreign Exchange Management Act (FEMA) regulations in India. They ensure smooth handling of all FEMA-related matters, providing complete guidance on approvals, reporting, and documentation.

Wealth Redefine offers tailored portfolio services for Non-Resident Indians (NRIs), focusing on investments in Indian equities and understanding currency movements to maximize wealth.

MNRS & Associates is a prominent Chartered Accounting firm in India, providing financial services to Indian residents, NRIs, foreign investors, and Indian businesses. They assist clients in navigating RBI regulations and managing cross-border transactions with a focus on integrity and expertise.

CA Amit K Chawla & Co. offers a comprehensive range of financial services including Tax and Financial Planning, Audit & Assurance, and Corporate Compliance. The firm emphasizes ethical practices and personalized solutions to ensure compliance and maximize returns for clients.

I am a full time Life Insurance Agent engaged in Life Insurance, Term Insurance, Children Education insurance planning, Pension/ Retirement planning, NRI Insurance and Investments in India. I provide insurance coverage for individuals, housing loans, children education, and pension plans.

A premier Chartered Accountancy firm based in Bangalore, providing specialized financial, taxation, and compliance services to businesses across India and globally. Our firm is committed to delivering precision-driven financial solutions tailored to evolving business needs. With expertise in regulatory compliance, corporate governance, taxation, and financial structuring, we assist startups, SMEs, and multinational corporations in optimizing their financial processes, ensuring statutory adherence, and enabling sustainable growth.

TSS Global, based in Delhi, specializes in real estate advisory and wealth management services. The firm assists clients with various aspects of property acquisition and portfolio development, including listings in NCR and Dubai, new launches, and resale properties. They also provide access to vetted developers and offer market comparisons across different cities in India and abroad, including Delhi NCR, Dubai, Mumbai, Bangalore, Goa, Hyderabad, and Thailand. Beyond real estate, TSS Global offers wealth planning services focusing on generational wealth structuring and preservation, including trust management and tax-efficient succession planning. Their investment advisory includes constructing portfolios across direct equity, fixed income, AIFs, and global bonds. Additionally, TSS Global provides insurance solutions for life, health, and specialist liability coverage. The firm also provides a "Global Investment Gateway" service, which facilitates strategic entry into real estate hubs in Dubai and Thailand, mentioning specialized LRS compliance. Their portfolio management services aim to provide asset administration for real estate holdings. TSS Global describes its advisory services as tailored for high-net-worth families and NRIs, and they state they are RERA compliant and SEBI Registered.

A firm providing financial compliance services under FEMA, assisting individuals, NRIs, and organizations with foreign exchange management and investment compliance in India.

CA Jaiswal Chawla and Co. is a leading NRI tax consultant in Delhi with expertise in NRI return filing in India. They provide a range of services including tax advisory, filing of India tax returns, and assistance with compliance for non-resident Indians.

Capitalmind offers specialized NRI investment solutions to navigate cross-border complexities and invest in India's high-potential markets. Their services focus on building wealth through tailored investment strategies for non-resident Indians.

Finmyn provides fee-only financial planning and investment advisory services, focusing on transparency and ethical guidance tailored to individual financial needs. They offer an extensive range of services including financial planning, retirement planning, and investment advisory, with a fiduciary responsibility to prioritize client interests.

Providing comprehensive financial planning and investment management services tailored for NRIs.

S & S was established in the year 1990 by two practicing accountants, P. Srinivasan & K. Shankar.

INSIGHTFUL provides professional financial planning, investment advisory, and wealth management services, focusing on unbiased financial advice. Based in Coimbatore, India, the firm primarily serves clients from various cities and a significant number of NRIs globally.

HKL Law Offices provides expert legal services tailored for Non-Resident Indians, helping them navigate complex property laws, inheritance issues, and dispute resolution in India. Their team is dedicated to offering reliable and comprehensive legal support for NRIs from overseas, ensuring smooth management of property and legal affairs.

Wealth Crafts is a SEBI registered fee-only financial planner located in Delhi, India, focusing on personalized financial advisory services. They assist NRIs in managing international and Indian investments, ensuring clarity and compliance across borders, while emphasizing long-term financial growth and stability.

A professional services firm providing audit, consulting, and compliance services, including specialized FEMA consultancy for NRIs.

J. MEHTA CORPORATE ADVISORY SERVICES LLP is a Partnership firm, established in the year 2015 under the leadership of Mr. Jay M Mehta who was earlier rendering various services in the field of Company Law and Secretarial Matters supported by qualified associates for more than 17 years, in the name of Mehta & Associates. Comprises of qualified personnel like Practicing Company Secretaries, Chartered Accountants, Advocates/Solicitors, Labor Law Consultants and Qualified Management Trainees. They offer professional corporate consulting services to various reputed private limited companies, NGOs and reputed public limited companies.

Box Wealth Advisors specializes in creating personalized financial roadmaps, investment plans, and portfolio management to help clients grow their wealth. They have a keen understanding of international markets and offer tailored advice for Non-Resident Indians.

Hum Fauji Initiatives offers specialized NRI investment advisory services tailored for Indian Armed Forces families and NRIs worldwide. Their offerings include access to investment plans in India and the US, financial planning, taxation assistance, and compliance guidance from a dedicated NRI desk.

Affluence Advisory Pvt. Ltd. offers a comprehensive range of financial and regulatory advisory services, catering to the needs of non-resident Indians (NRIs). Their expertise includes areas such as tax compliance, investment advisory, and legal support for cross-border transactions.

Compliance Calendar offers registration, accounts, legal, tax, and compliance services.

Raymond Realty is a leading luxury real estate developer in Mumbai and Thane, known for trust, quality, and excellence since 1925.

Indian Law Company, located in Delhi, provides legal services across various practice areas. The firm emphasizes a client-centric approach, aiming to offer solutions aligned with clients' goals. Established in 2007, the company states it provides comprehensive legal expertise. Their services include civil law, covering areas such as contract disputes, property law, tort law, and consumer protection. They also practice criminal law, assisting with matters like anticipatory bail and quashing of FIRs. Additionally, Indian Law Company specializes in family and divorce law, offering legal services for divorce proceedings, child custody, alimony, and domestic disputes. The firm highlights its team of professionals and a commitment to providing legal advice and representation. They aim to address complex matters such as property disputes, including issues related to boundaries and ownership rights.

JLL Homes provides a range of real estate services, including property listings and consultations in the Indian residential market, focusing on serving diverse client needs, including NRI clientele.

V. Nagarajan & Co (VNC) is a professionally managed chartered accountant firm established in 1984, specializing in Statutory Audit, Internal Audit, Direct Taxation, Indirect Taxation, FEMA, and management reporting. The firm has experience in international consulting, working with organizations like the World Bank and Ford Foundation.

PlanMyEstate provides comprehensive estate planning services in India, including will drafting, trust registration, and power of attorney assistance. They cater specifically to NRI clients managing Indian assets, ensuring legal compliance and smooth transitions of inheritance.

JJJ and Company LLP offers trusted FEMA consultancy services to ensure smooth international transactions and compliance. They provide key services including advisory on RBI approvals, remittances, foreign investment, and all FEMA compliance requirements.

K Alok & Associates specializes in providing NRI taxation services, ensuring compliance with Indian tax laws for Non-Resident Indians. The firm offers guidance on tax return filing, residency status, and investment advisory tailored for expatriates.

NRI CA Services offers dedicated consultancy for Non-Resident Indians (NRIs) in tax-related matters in India. Their expertise includes filing tax returns, DTAA consultancy, and assistance with repatriation of funds while ensuring compliance with relevant regulations.

Kapoor and Chauhan provides a comprehensive range of tax services tailored specifically for Non-Resident Indians (NRIs) and expatriates, ensuring customized solutions for their unique financial needs. The firm specializes in international tax and finance, focusing on areas like income tax, foreign direct investment, and outwards direct investment compliance.

CA Shiwali & Co. offers expert tax, compliance, and advisory services for NRIs, including capital gains tax advisory, property tax, and income tax filing. Based in South Delhi, they specialize in helping clients navigate complex tax laws effectively.

Advocate Shashi Kiran is a prominent figure in the legal landscape of Delhi NCR, with over 42 years of legal expertise. She represents individual and corporate clients at various courts and tribunals and has a significant focus on Public Interest Litigations (PILs).

WhiteWorth Advisors is a distinguished financial service provider based in New Delhi, specializing in offering tailored services for owner-managed businesses. They provide expertise in areas like GST advisory, Income Tax consultancy, International Taxation, Transfer Pricing, and Corporate Finance Services, with a focus on serving clients in India and the UAE.

K B A S & Associates is a professionally managed Chartered Accountancy firm headquartered in New Delhi, committed to delivering comprehensive, reliable, and innovative financial and business solutions.

S Lohia & Associates is a Chartered Accountant firm specializing in providing comprehensive financial and regulatory services tailored specifically for NRIs, OCIs, and PIOs. Their services include tax consulting, repatriation assistance, and advisory on financial transactions in India.

Willjini Succession Services Private Limited is a technology-enabled platform based in Delhi focusing on succession and inheritance awareness. The company aims to address a gap in succession and inheritance planning in India by providing educational information and structured workflows for inheritance-related document preparation. While Willjini itself is not a law firm, it facilitates access to independent qualified legal professionals or advocates for legal services. For over a decade, Willjini has provided assistance with Will writing to individuals across India and overseas. They offer customized solutions for various Will and estate planning needs, including Wills, Family Trusts, Probates, Executorship, Business Succession Planning, and general Estate Planning. The platform emphasizes clear and affordable pricing for its online and offline Will writing services. Willjini has served over 20,000 customers in more than 480 cities. The legal services offered through their platform are performed by advocates enrolled with a State Bar Council under the Advocates Act, 1961. The company emphasizes that while it provides informational resources, it does not offer legal advice, and its platform does not create a lawyer-client relationship.

NRI One is a one stop platform that connects NRIs with trusted Indian developers, offering a bouquet of services for property investment and financial planning.

A financial services firm providing various investment and financial planning services.

NRI Corner provides insights and information for Non-Resident Indians (NRIs) regarding property investment in India, capitalizing on the growth of the real estate sector.

PMS BAZAAR invites Non Resident Indian investors to invest in Portfolio Management Services. They offer advice on NRI investment procedures, portfolio structuring, maximizing returns, and unbiased recommendations backed by research.

B M C Associates provides expert FEMA consultancy services in Delhi, Gurugram, and Noida, helping businesses comply with Foreign Exchange Management Act regulations. Our team assists with RBI approvals, FDI and ODI compliance, cross-border transactions, and foreign investment reporting. With deep expertise in FEMA laws, we ensure smooth international financial operations for companies across Delhi NCR.

AAFM India, also known as the American Academy of Financial Management India Private Limited, operates as the Indian Chapter of the American Academy of Financial Management® (AAFM®), which has been renamed Global Academy of Finance & Management (GAFM®). GAFM® is a global board of standards and a financial professional organization offering various certified designations, charters, and master's certifications to individuals who meet their established criteria. AAFM India is focused on promoting Financial Advisory & Wealth Management within India. The organization offers several certification programs, including the Chartered Trust & Estate Planner® (CTEP®), Chartered Wealth Manager® (CWM®), Accredited Financial Analyst® (AFA®), Chartered Economist® (Ch.E.®), and Chartered Portfolio Manager® (CPM®). They also provide certifications such as Chartered Digital Advertiser® (CDA®), Chartered Real Estate Professional (CREP), Certified Financial Goal Planner (CFGP-LITE), and Advanced Financial Goal Planner (AFGP). The CWM® program, for instance, covers areas such as banking, equity analysis, mutual funds, taxation, insurance, relationship management, and both on-shore and off-shore wealth management. AAFM India hosts various events, including wealth conventions, and offers online classes for their CWM Premium program. The global organization, GAFM®, is headquartered in Colorado Springs, USA, and reports over 300,000 certificants across more than 151 countries. It is TUV Accredited and ISO 9001 & 29990 certified.

Treelife is a Delhi-based firm offering legal and financial services, primarily to founders and startups. The firm positions itself as an integrated solution for various backend functions, including Virtual CFO services, Legal Support, Tax & Regulatory advice, and Global Expansion assistance. Their Virtual CFO services encompass accounting and tax compliance, payroll management, MIS and budgeting, due diligence support, and financial modeling. In terms of legal support, Treelife assists with fundraising and M&A activities, legal contract drafting, Intellectual Property Rights (IPR), and POSH compliance. The firm also provides secretarial compliance services, such as incorporation and registration, recurring compliance, event-based compliances, and FEMA compliance. Their Tax & Regulatory offerings include tax structuring, regulatory advisory, and guidance on ESOP and advisor equity. They also cater to investors by assisting with AIF setup, which involves fund structuring, documentation, and the application process. Treelife states they have supported over 1000 companies across various sectors, including technology, fintech, D2C, funds, and foreign businesses. Their client base includes startups, investors, and global companies, and they emphasize streamlining processes and providing business advice to help businesses navigate challenges and growth.