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Techbloom India Pvt. Ltd.

Estate & Succession Planning Mumbai, Maharashtra
Rating4.3from 4 verified
Vouches21from the community
In Mumbai#4for Estate & Succession Planning
Vouched by NRIs in🇺🇸11🇬🇧3🇦🇪2🇦🇺2🇨🇦2🇩🇪1

NRI fit

From 4 reviews

A green check means at least one verified reviewer has tagged it. We never check these by default.

  • Handles cross-border tax cases

    DTAA, FBAR/FATCA, US/UK return interplay

    Not yet evidenced by a reviewer.

  • Available across time zones

    Picks up calls/emails outside IST business hours

    Not yet evidenced by a reviewer.

  • Comfortable with remote onboarding

    Video KYC, e-sign, document collection without an India visit

    Not yet evidenced by a reviewer.

  • FEMA / RBI / repatriation

    NRO-NRE, repatriation paperwork, 15CA/15CB

    Not yet evidenced by a reviewer.

About this firm

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.

Questions answered publicly

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All reviews (4)

Filter:
  • Tejas Gadkari

    Long-time NRI

    Reliable and knowledgeable. Trust structuring. Pricing on the higher side but you get what you pay for.

    Trust structuring
    0 net
  • Nirupama Reddy

    Working in Dubai

    Mixed experience honestly. Cross-border planning, but communication was slow during filing season. Final outcome was fine.

    Cross-border planningProbate guidance
    0 net
  • Kamalesh Nadar

    Entrepreneur in UAE

    Clear explanations. That's the short version. Long version: zero surprises, clear pricing, replied to emails within a day.

    Clear explanationsWill drafting
    0 net
  • Keshav Iyer

    Living in Singapore

    They walked me through every form and explained the why, not just the what. Probate guidance.

    Probate guidanceCross-border planning
    0 net

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