Cross-border planners in Mumbai

Fee Only Investment Advisers provides comprehensive financial planning, investment management, and taxation services specifically for NRI clients. They help clients navigate cross-border investments while ensuring compliance with relevant laws.

K U Varghese is a SEBI Registered Investment Advisor with over 35 years of experience, offering specialized financial planning services tailored for NRIs and resident Indians investing in India. The firm focuses on comprehensive investment advisory, risk profiling, and strategic financial planning to help clients navigate the challenges of cross-border investments.

Unifi provides portfolio management services for NRIs, offering a comprehensive solution for managing investments in Indian stock markets. With a dedicated team ensuring compliance with RBI regulations, Unifi supports clients in navigating the complexities of NRI investments since 2002.

Chartered Accountants offering various professional services including tax, compliance, and advisory related to NRIs and FEMA.

LawRato is a platform that connects individuals with legal professionals in Mumbai specializing in Wills and Trusts. The platform allows users to find lawyers who can help with the legal requirements for drafting and registering a Will, as well as forming a trust and drafting a trust deed. These lawyers assist clients in legally determining how assets will be managed during their lifetime and distributed after their death. The platform features individual lawyers with diverse levels of experience and practice areas in various localities across Mumbai, including Malad West, Bandra West, Bhandup West, Chembur, and Andheri. Lawyers listed on LawRato practice in major courts in Mumbai, such as the Bombay High Court, City Civil Court Mumbai, Family Courts Mumbai, and District and Sessions Court Mumbai. Users can filter lawyers by criteria such as experience, language, gender, and ratings. LawRato emphasizes confidentiality and provides access to verified lawyers for legal counsel. The service enables users to share their legal issues to be connected with expert lawyers, with a focus on facilitating the process of obtaining legal advice for wills and trusts.

NRI Consultant specializing in matters related to FERA, FEMA, and Taxation.

Sapient Wealth Advisors is a Mumbai-based firm that provides investment advisory and financial planning services. The firm aims to help clients build a financial roadmap to achieve their financial goals, operating on principles of service, trust, empathy, advice, and relationship-building. They offer customized strategies for wealth management, including growth, protection, and transfer of assets. Their services encompass estate planning, retirement planning, tax planning, investment advisory, general financial planning, insurance, and education savings. Sapient Wealth Advisors serves a diverse clientele, including High Net Worth (HNI) and Ultra High Net Worth Individuals (UHNI), women, business owners, Gen Z and millennial investors, and retirees. The firm emphasizes providing research-backed, unbiased guidance, aiming to build long-lasting relationships with clients. Sapient Wealth Advisors highlights its global footprint, managing clients in over 15 countries. They state their team navigates cross-border finance, focusing on compliance and maximizing opportunities for international clients. They also claim expertise in simplified KYC, taxation, and repatriation, and mention staying informed on global market trends to support informed financial decisions worldwide. The firm's leadership includes Dhruv Mehta, Chairman, and Roopa Venkatkrishnan and Paresh Kariya as Directors.

N D Savla & Associates offers specialized NRI tax filing and advisory services, assisting Indians residing abroad with compliance regarding income tax, including rental income, capital gains, FEMA regulations, and DTAA claims. They provide personalized support to ensure all tax obligations are met efficiently.

Samarth Capital offers comprehensive wealth management services focused on financial planning, investment management, and advisory services. They provide personalized strategies to help clients achieve their financial objectives and secure their assets.

Hardik D Mehta & Co. Chartered Accountants specializes in providing advisory services related to Exchange Control law and regulations (FEMA), Transfer Pricing, and International Tax Law to non-resident Indian clients and multinational enterprises. With expertise in US federal tax matters, the firm assists clients in filing tax returns and compliance in both the USA and UAE.

S Lohia & Associates is a Chartered Accountant firm specializing in services for NRIs, OCIs, and PIOs, offering expertise in tax matters, RBI regulations, and property transactions in India. They provide a range of solutions including tax return services, repatriation services, and property management.

Plan Ahead Wealth Advisors is a SEBI registered investment advisory firm that works closely with resident and NRI investors to help them achieve their life goals. The firm emphasizes adding meaning to finances and time to life.

Since our foundation in 1995, Exim Advisory has evolved into a trusted leader in export and import advisory services. With over 3 decades of dedicated expertise, we specialize in streamlining international trade from initiating transactions to ensuring rigorous compliance.

Seema Hunnurkar & Associates provides expert legal services for NRI clients in India, specifically focusing on claims related to unclaimed shares, investments, inheritance, and property matters. Their dedicated legal team emphasizes transparency and quality in their services.

Red Vulture offers comprehensive real estate advisory services focusing on luxury commercial properties. They provide specialized support for Non-Resident Indians (NRIs), including investment advisory, virtual site visits, and compliance assistance.

CS Lawship offers legal assistance in Maharashtra, India. The firm provides services to Non-Resident Indians (NRIs) in managing their legal affairs. CS Lawship's dedicated team focuses on providing legal solutions and guidance for asset protection. Their specialized services for NRIs include asset protection strategies concerning property and investments. They assist with real estate solutions for buying, selling, and general property matters in Maharashtra. CS Lawship also helps NRIs with estate planning and succession, which covers formulating wills, trusts, and succession plans for asset transfer. Additionally, they ensure NRIs are compliant with legal requirements in Maharashtra, addressing regulatory matters, documentation, and other legal formalities. The firm also offers taxation advisory to inform NRIs about and help them comply with tax obligations in Maharashtra.

Techbloom India Pvt. Ltd., operating from Mumbai, offers insights into estate and succession planning, with a focus on considerations relevant to Non-Resident Indians (NRIs). The firm provides information comparing wills and trusts as tools for estate planning, outlining their respective benefits and drawbacks. Their resources discuss how wills function to distribute assets after death, the requirements for their validity in India, and the potential need for separate wills in different jurisdictions for those with international assets. The firm also details trusts as a mechanism for asset management during one's lifetime and beyond, highlighting their ability to offer privacy, bypass probate processes, and facilitate structured inheritance. Techbloom India Pvt. Ltd. emphasizes key factors NRIs should consider in their estate planning, such as jurisdiction and domicile, religion-based succession rules in India, and potential tax implications in various countries. They also address the possibility of combining wills and trusts for comprehensive coverage and provide guidance on the importance of regular reviews of estate plans. Beyond estate planning, Techbloom India Pvt. Ltd. includes information on filing US taxes for individuals, in partnership with Rally Tax, an iNRI company. This service aims to assist global Indians with their US tax obligations.

Ditto is one of India's highly rated insurance advisors providing personalized advice on insurance products.

Snowball Wealth offers tailored investment solutions for Non-Resident Indians (NRIs) looking to capitalize on India's growing market. Their services include investment management, taxation advisory, and retirement planning to help NRIs diversify their portfolios and achieve financial goals.

Plan Ahead Wealth Advisors is a SEBI Registered Investment Adviser dedicated to helping clients achieve their financial goals, especially focusing on managing the unique financial needs of Non-Resident Indians (NRIs). They provide personalized financial planning and investment strategies tailored to navigate the complexities of cross-border finance.

Fee Only Investment Advisers offers comprehensive financial solutions including investment management, taxation advisory, and remittance services tailored for NRI clients. Their fiduciary responsibility and unbiased advice ensure that clients' interests are prioritized.

Sushil Finance specializes in providing financial services to Non-Resident Indian (NRI) clients, including investments in equities, IPOs, and mutual funds. Established in 1982, they cater to a wide range of international clients across various countries, offering tailored investment solutions.

We provide advisory and compliance assistance to our clients - Residents, Non-Residents and NRIs. Services include transaction structuring, compliance, foreign residency, and citizenship services.

Interactive Brokers is a professional financial services firm that provides trading and investment services to non-resident Indians (NRIs) as well as other clients globally.

This professional specializes in estate and succession planning, with a particular focus on Non-Resident Indians (NRIs) and their property in India. The practice addresses various aspects of estate planning, including intestate succession, wills, and trusts, while considering specific issues pertinent to NRIs. Services provided include guidance on creating a separate will for Indian property, understanding the distribution of property in the absence of a will, and navigating requirements for probate or succession certificates. The professional assists clients with property disposal options such as wills or gift deeds, clarifies tax implications related to property, and advises on the use of Power of Attorney for property management in India. They also provide counsel on establishing family trusts for NRIs and offer insights into living wills. The practice aims to simplify the complexities of managing Indian property for NRIs and their aging parents, addressing concerns about inter-generational wealth transfer and avoiding potential disputes. The service elucidates the modes of estate planning, including the execution of wills and the establishment of trusts. It details the requirements for a valid will, such as the testator being a major, of sound mind, and acting with free consent, along with the importance of defining properties, heirs, and an executor. For trusts, the professional explains the process of creating both private and public trusts, emphasizing the need for a clear declaration of intent, defined objects, and identified beneficiaries. Additionally, the role of professional executor and trustee companies is discussed as an alternative to appointing friends or relatives, particularly beneficial for NRI children who may require assistance managing Indian assets.

NRI Taxation provides tax advisory and compliance services tailored specifically for non-resident Indians (NRIs). They offer assistance with property sales, tax planning, business establishment in India, and fund repatriation, ensuring a comprehensive understanding of the Indian tax landscape for NRIs.

TBNG is a SEBI Registered Investment Advisory Firm focusing on personalized financial planning, wealth management, and NRI investment services. Their independent advice helps clients navigate their financial futures effectively.

Advisory services on Foreign Direct Investment, Overseas direct Investment, Filling APR & FLA, FCGPR compliance, Transfer Pricing and Exchange control.

At Enterslice, we provide innovative, tech-driven solutions that ensure sustainable results for your business needs including audit, advisory, consulting and regulatory compliance services.

Life Inspiration Advisory specializes in real estate investment and advisory services in India, focusing on luxury properties and commercial markets. They assist NRI clients in navigating the complexities of real estate transactions and investment opportunities.

Fema Consultant provides advisory services related to FEMA compliance and foreign exchange regulations, offering guidance to businesses looking to navigate international commerce.

JCSA provides dedicated financial and regulatory services for Non-Resident Indians (NRIs), including tax advisory, investment guidance, and compliance with Indian regulations. Their team offers specialized support in areas such as repatriation of funds, real estate advisory, and wealth management.

K. Akshay Nayak is a SEBI Registered Investment Advisor and Fee Only Financial Planner based in Bangalore, offering comprehensive financial planning services for a flat annual fee. He caters to Non Resident Indians (NRIs) who hold all their investments in India, providing tailored financial strategies without commissions or incentives.

Brew Wealth Pvt. Ltd. is a Mutual Fund Distribution company that specializes in helping both Indian and NRI families manage their finances through disciplined, goal-based investing strategies. They provide a range of financial services including investment planning, risk management, and education resources for wealth management.

Merry Mind, led by Arijit Sen, offers personalized financial planning and investment advisory tailored for various life stages, specifically addressing the needs of NRIs and individuals looking to navigate complex financial decisions. With a fee-only model, they ensure unbiased advice for achieving financial wellness and goal alignment.

NS Wealth Solutions Pvt Ltd is a SEBI-registered investment advisor based in Mumbai, offering tailored financial advisory services for NRIs. With over 16 years of experience, they focus on personalized financial planning, investment management, and tax optimization to help clients achieve their financial goals.

Legal Light Consulting specializes in providing legal solutions tailored for Non-Resident Indians (NRIs). Their services include family law, property disputes, and other legal matters across Indian courts, ensuring clients receive expert guidance and representation.

Our firm specializes in FEMA advisory, structuring and compliance services for multinational enterprises. We handle compounding applications when certain provisions of FEMA are contravened.

THE BM GROUP, based in the commercial cum financial hub of India i.e. Mumbai, is a one-stop solution for all your property needs. We are committed to providing all types of property solutions that one may think of development of all types of buildings, Land Trading, property investment, etc.

Luxury Properties India's Mumbai-based management team: The most Famous Real Estate Broker - Property Consultant in Mumbai, India.

Trusted for more than 70 Years as a Top CA Firm in India for all types of Accounting and Advisory services. We provide comprehensive support to foreign companies establishing their presence in India, with specialized Chartered Accounting and tax advisory services for Non-Resident Indians (NRIs).

ezyLegal offers online legal services through a network of legal experts across India. The platform facilitates personal and business legal consultations, providing access to verified lawyers for various legal matters. Services include drafting legal documents, managing business registrations, and offering legal advice. ezyLegal's offerings cover areas such as Wills & Trusts, Property & Real Estate Documents, Agreements & Contracts, Business Registration, and Legal Compliance. For individuals, ezyLegal provides consultation on matters like Property, Divorce & Child Custody, and Labour & Employment. The firm also assists businesses with legal documentation such as Power of Attorney, Partnership Agreements, and Legal Notices. Additionally, ezyLegal supports businesses with registrations and licenses for various entity types, including Private Limited Companies and One Person Companies, as well as GST Registration. The platform emphasizes efficient and cost-effective online legal services, with lawyers verified by their Bar Council of India ID. ezyLegal states that its network has handled over 100,000 consultations and facilitated more than 15,000 agreements. The service aims to offer convenience and accessibility for legal assistance in India.

SN Co. provides a comprehensive range of advisory services focusing on cross-border transactions, including regulatory approvals, double taxation treaty assessments, and tax implications for non-resident Indians. Their expertise extends to documentation support, operational setup, and compliance with international tax frameworks.

Maheshwari & Co. is a law firm based in Mumbai that offers legal consultation, focusing on services for US companies establishing or operating in India. Their expertise includes assistance with corporate and commercial law, entity formation, and regulatory compliance. The firm provides support for employment contracts in India based on Indian labor laws and offers guidance on contract management and dispute resolution. Their practice areas encompass litigation and arbitration, where they provide strategic legal advice and representation. They also advise on intellectual property matters, including patent registration, trademark protection, and copyright enforcement for US entities in India. Maheshwari & Co. focuses on India entry strategy, tailoring solutions for businesses expanding or establishing a presence in the country. They additionally cover foreign direct investments, including regulatory compliance, data protection, and cybersecurity to ensure secure and compliant operations for US-based companies in India. The firm highlights its experience in cross-border transactions.

NRI Tax Service assists non-residents in their financial affairs both in India and abroad. They offer comprehensive advisory and compliance services related to taxation, foreign exchange laws, and other financial matters.

Succinct FinTech Services Pvt Ltd is a SEBI Registered Investment Adviser offering fee-only financial guidance. They provide structured advice including retirement planning, investment advisory, and wealth coordination specifically tailored for experienced professionals, including NRIs.

WillEffect Advantage is a Mumbai-based firm specializing in estate and succession planning services. The company offers bespoke estate planning advice and aims to help individuals protect and preserve their wealth. WillEffect Advantage is brought by the CC Chokshi Group, which has been in operation since 1948. The firm's services include professional Will writing and custodianship, executorship and trusteeship, and the establishment of Trusts for wealth distribution. They also provide bereavement advisory services to guide individuals through the administrative and financial arrangements following a loss. Additionally, WillEffect Advantage offers comprehensive estate planning and succession advisory, covering various assets from properties to businesses. Other estate planning tools provided by WillEffect Advantage include assistance with Powers of Attorney, gift deeds, and family charters. The firm highlights its approach of customized solutions and provides access to a team of experienced lawyers, chartered accountants, and estate and trust practitioners to address various estate planning needs.

Legal Assist is a single window solution driven platform to provide complete simplified assistance on all property and business related legal matters, focused on providing success destined aid to your Property Investments and other Financial Investment/ Debt Recovery problems, from basics to niche, by a group of highly experienced professionals and bringing you the right complete return of your wealth/ investment as well as bringing back your rightful money.

Murali & Venkat specializes in advising foreign nationals on structuring tax-equalised salary contracts and ensuring compliance with annual tax regulations in India. They have extensive experience in addressing routine cross-border tax issues.

Ushma & Associates is a Chartered Accountant firm specializing in NRI tax-related matters for nearly a decade. They offer various services including tax filing, consulting on double taxation avoidance agreements, and more.

Financial Artists is dedicated to providing comprehensive financial guidance and product distribution services. Their mission includes offering services for wealth building, wealth distribution, and customized financial planning.

ALTPORT simplifies the complexities of investing in India for Non-Resident Indians (NRIs) by providing access to structured, compliant investment routes. Their expert team focuses on long-term, risk-managed opportunities while ensuring regulatory compliance and investment structuring tailored to individual financial goals.

TRI-CS Advisors provides compliance and strategic services for Global Founders, NRIs, and Foreign-Owned Entities, decoding Indian regulatory complexity to help clients scale with compliance.

PKMG & Company is a chartered accountancy firm providing a wide range of professional services, including audit, tax consultancy, and management consultancy. The firm is dedicated to offering comprehensive solutions tailored for clients looking for expertise in accounting and related services.

We have carved a niche as one of the prime RBI Consultants based in New Delhi. The company provides complete guidance to the clients that are related to Foreign Direct Investment, Foreign Portfolio Investment, Acquisition and Transfer of Indian Immovable Property, Acquisition and Transfer of shares of Indian Company and so on.

GAUTAM KUMAR CHOUDHARY & ASSOCIATES, based in Mumbai, provides services focused on wealth preservation for individuals and businesses. They aim to help clients preserve and grow their wealth through various strategies, including estate planning and risk management. Their services encompass several key areas designed to secure financial futures and support long-term goals. The firm's offerings include asset protection and risk management, which involves identifying and mitigating financial risks, structuring assets to minimize liability exposure, and implementing insurance and legal strategies for wealth security. They also specialize in estate and succession planning, assisting with drafting wills and trusts for wealth transfer, structuring family offices for long-term management, and providing tax-efficient estate planning to potentially reduce inheritance tax burdens. Furthermore, GAUTAM KUMAR CHOUDHARY & ASSOCIATES offers tax optimization and wealth structuring, implementing tax-saving strategies, optimizing investments for post-tax returns, and advising on cross-border wealth management and international taxation. Their services extend to investment preservation and growth, focusing on diversifying investment portfolios, aligning strategies with financial goals, and planning for retirement. The firm also assists with philanthropy and legacy planning, including setting up charitable trusts and foundations and structuring donations.

PlanMyEstate, located in Mumbai, provides comprehensive estate planning services. The firm offers legal solutions designed to preserve and protect wealth, facilitating its transfer according to individual wishes. Their services encompass both "During Life" and "Post Life" estate management, addressing various aspects of asset protection and succession. "During Life" services include will writing, trust deed creation and registration, power of attorney drafting, and registered gift deed execution. For "Post Life" needs, PlanMyEstate assists with release deeds, probate estate administration, succession certificates, legal heir certificates, and letters of administration. PlanMyEstate explicitly states that their services are suitable for NRIs managing Indian assets. The firm's clientele includes ultra-high-net-worth individuals, senior citizens, retirees, business owners, entrepreneurs, guardians, single parents, and divorced individuals. Testimonials on their website note assistance with property transfers and Powers of Attorney for NRIs, as well as support with probate formalilities and release deeds.