One Desk, end2end NRI Help Desk to take care of your Tax, Legal, Repatriation, iBanking, Real Estate, DTAA, Valuation requirements in India.
Family office (My CFO)
Tax filing
Property Sale & Repatriation
Property Valuation
Get started or choose a plan
Gold
20000
Advisory & Compliance in India (Tax | Repatriation | Valuation). Suitable for Global Citizens who have Investments in multiple Countries, and have multiple Portfolios.
Diamond
40000
Advisory & Compliance in India (Tax | Repatriation | Valuation | Banking). Suitable for Global Citizens who have Investments in multiple Countries, and have multiple Portfolios and Properties.
Platinum
80000
Full Service Advisory & Compliance in India (Tax | Legal | DTAA | Repatriation | Valuation | Banking). Suitable for Global Citizens who have Investments in multiple Countries, and have multiple Portfolios and Properties.
Titanium
160000
Premium Service Advisory & Compliance in India (Tax | Legal | DTAA | Repatriation | Valuation | Banking). Suitable for Global Citizens who have Investments in multiple Countries, and have multiple Portfolios, Properties and Non Vanilla investments.
Priority
320000
Premium Service Advisory & Compliance in India (Tax | Legal | DTAA | Repatriation | Valuation | Banking). Suitable for Global Citizens who have Investments in multiple Countries, and have multiple Portfolios, Properties and Non Vanilla investments.
| *COMPARE PLANS (Indicative Suitablity) | Diamond | Platinum | Titanium | Priority | Private | Customised |
|---|---|---|---|---|---|---|
| Pricing (INR Per Annum) | 20000 | 40000 | 80000 | 160000 | 320000 | Customised |
| Third Party, Out of pocket expenses, Fees, Taxes and Duties applicable on the Services, will be extra. | ||||||
| Plan Description | Advisory & Compliance in India (Tax | Repatriation | Valuation). Suitable for Global Citizens who have Investments in multiple Countries, and have multiple Portfolios. | Advisory & Compliance in India (Tax | Repatriation | Valuation | Banking). Suitable for Global Citizens who have Investments in multiple Countries, and have multiple Portfolios and Properties. | Full Service Advisory & Compliance in India (Tax | Legal | DTAA | Repatriation | Valuation | Banking). Suitable for Global Citizens who have Investments in multiple Countries, and have multiple Portfolios and Properties. | Premium Service Advisory & Compliance in India (Tax | Legal | DTAA | Repatriation | Valuation | Banking). Suitable for Global Citizens who have Investments in multiple Countries, and have multiple Portfolios, Properties and Non Vanilla investments. | Premium Service Advisory & Compliance in India (Tax | Legal | DTAA | Repatriation | Valuation | Banking). Suitable for Global Citizens who have Investments in multiple Countries, and have multiple Portfolios, Properties and Non Vanilla investments. | Customised services for specific issues & services with advisory. |
| Net Worth (Cr) | 0-5 | 0-10 | 0-15 | 0-20 | 20 and Above | Customised |
| Servicing Requirement | One Time | Half Yearly | Quarterly | Unlimited | Unlimited | Customised |
| Geographic Exposure (Forex, Investment, Property) | 1-2 Countries | 1-2 Countries | 1-5 Countries | Unlimited | Unlimited | Customised |
| Asset Class | Financial Assets | Financial Assets, Real Estate | Financial Assets, Real Estate, Structures | Unlimited | Unlimited | Customised |
| Tax & Compliance | ||||||
| Income Tax Returns | Customised | |||||
| TDS Returns & Advisory | Customised | |||||
| IT Refund/Notice Advisory | Customised | |||||
| Income Tax Advisory | Customised | |||||
| NRI Status Advisory | Customised | |||||
| Compliance | Customised | |||||
| Capital Gains Advisory | Customised | |||||
| 15 CA 15 CB Certifications | Customised | |||||
| Trust & Succession Planning | Customised | |||||
| Accounting & Book-keeping | Customised | |||||
| DTAA Advisory | Customised | |||||
| FATCA & FBAR | Customised | |||||
| Start Up Advisory | Customised | |||||
| International Tax Planning | Customised | |||||
| Audit Assistance | Customised | |||||
| FEMA Advisory | Customised | |||||
| RBI & IT Certification | Customised | |||||
| Risk Management | ||||||
| Performance Management & Benchmarking | ||||||
| Tax, Legal, DTAA, Valuation & Advisory Services | ||||||
| Inheritance Planning | Customised | |||||
| Retirement Planning | Customised | |||||
| Charity & Philanthropy | Customised | |||||
| International Relocation | Customised | |||||
| Start Ups & Company Incorporation | Customised | |||||
| Estate Planning - Cross Border | Customised | |||||
| Deeds & Agreements | Customised | |||||
| Will & Probate Advisory | Customised | |||||
| Forex & Financial Advisory | ||||||
| Off Shore Accounts | Customised | |||||
| Multi Currency Priority Account | Customised | |||||
| Forex Management | Customised | |||||
| Private Banking | Customised | |||||
| Investment Banking | Customised | |||||
| Loan Restructuring | Customised | |||||
| Asset Insurance | Customised | |||||
| Insurance Broking | Customised | |||||
| Structural Investment Advisory | Customised | |||||
| Property Transaction Advisory (Tax | Law | DTAA | Repatriation | Valuation) | ||||||
| Indicative Property Value | 0 - 1 Cr | 0 - 2 Cr | 0 - 5 Cr | 0 - 10 Cr | 10 Cr + | |
| Tax Advisory & Assistance | ||||||
| Tax Returns, Tax Refund & Tax Notice | Customised | |||||
| Capital Gain Advisory | Customised | |||||
| Tax Saving Investment | Customised | |||||
| Tax Payment Assistance | Customised | |||||
| DTAA & Cross Border Tax Compliance | ||||||
| DTAA - Cross Border Tax Planning | Customised | |||||
| TP, IT, FEMA, FATCA, FBAR, CRS & Others | Customised | |||||
| US, UK, Sing Tax Returns | Customised | |||||
| TDS for NRI's | ||||||
| TDS Computation & Advisory | Customised | |||||
| TDS Returns & Form 16 A, 16B | Customised | |||||
| PAN / TAN Application | Customised | |||||
| NIL TDS Certificate for Property Sale (Sec 195) | Customised | |||||
| NIL TDS Certificate for Property Rent | Customised | |||||
| Repatriation & Forex Advisory | ||||||
| 15 CA / 15 CB Certificate | Customised | |||||
| Repatriation - Funds Transfer | Customised | |||||
| Off Shore Accounts | Customised | |||||
| Multi Currency Priority Account | Customised | |||||
| Forex Management | Customised | |||||
| RBI & IT Clearances | Customised | |||||
| Valuation Assistance (Government Approved Valuer) | ||||||
| Fair Market Valuation | Customised | |||||
| Capital Gains Valuation | Customised | |||||
| Sec 50 & 56 Valuation | Customised | |||||
| Legal Advisory & Assistance - XXXXXXXXXXXXXXXXX | ||||||
| Property Sale / Purchase without POA | 1%* | 1%* | 1%* | 1%* | 1%* | Customised |
| Property Sale / Purchase with POA | 1.25%* | 1.25%* | 1.25%* | 1.25%* | 1.25%* | Customised |
| NRI POA (Power of Attorney) - Sale | 0.5%* | 0.5%* | 0.5%* | 0.5%* | 0.5%* | Customised |
| NRI POA (Power of Attorney) - Purchase | 40k | 40k | 40k | 40k | 40k | Customised |
| Concirege Services | ||||||
| Virtual Office | Customised | |||||
| Secretarial Services | Customised | |||||
| Document Management | Customised | |||||
| Locker (Fire Safe) | Customised | |||||
| Tax Filer Status | ||||||
| Individual | ||||||
| Resident Salaried | Customised | |||||
| Resident Professionals | Customised | |||||
| Seafarer | Customised | |||||
| NRI | Customised | |||||
| NOR | Customised | |||||
| Returning NRI | Customised | |||||
| Expats | Customised | |||||
| Other Than Individual | ||||||
| HUF/Proprietorship/Partnership/LLP | Customised | |||||
| Company (Private/Public Limited) | Customised | |||||
| Foreign Company | Customised | |||||
| Service Features | ||||||
| 24/7 Support | Customised | |||||
| Senior Citizen Advisor | Customised | |||||
| Dedicated Personal Advisor | Customised | |||||
| Personalised Services | Customised | |||||
| Priority Processing | Customised | |||||
| Law Protect / Advocate Advisory (Tax) | Customised | |||||
| Round the Year Tax Consultancy | 4 Times | 8 Times | Unlimited | Customised | ||
| Accounting | Standard | Premium | Premium | Customised | ||
| Valuation Services# | Prefrential Pricing | Prefrential Pricing | Prefrential Pricing | Prefrential Pricing | Prefrential Pricing | Prefrential Pricing |
| Legal Services# | Prefrential Pricing | Prefrential Pricing | Prefrential Pricing | Prefrential Pricing | Prefrential Pricing | Prefrential Pricing |
| #Legal Services is provided by M/s Law Masters & Valuation by M/s Right Value | ||||||
| Pay Now | Pay Now | Pay Now | Pay Now | Pay Now | ||
| *The comparison chart for various plans is indicative only and may differ on a case to case basis. The classification of services in a Plan does not necessary mean that each and every or all the services will be provided which have been listed under that particular plan. Keeping in mind the varied differences in documents and documentation for tax filers it is not possible to enumerate or determine the specific time or effort required to complete a given task hence it is not possible to exactly specify the nature or quality or quantity of specific services, hence we shall not be liable or penalised or requested for a refund in whatsoever manner if any of the abover services are not provided in that specific plan. This chart is on a best effort basis and the services enumerated are also on a best effort basis. | ||||||
How it works
Help & Guide Corner
Yes, you can file your Tax Returns from anywhere as long as you have email or WhatsApp access.
There were many restrictions earlier for NRI’s or PIO’s to buy property in India. However, NRI’s and PIO’s are permitted to buy most types of properties, and also they are allowed to sell properties and send the money overseas.
However, specific restrictions are there for purchase of agricultural land and plantations.
The PAN Card can be applied for remotely, without coming to India. The documentation can be done online or also vide a courier for the hard copies.
It is currently not possible, to make an Aadhaar registration remotely and virtually, as while doing the Aadhaar, your biometrics (like finger impressions) are required.
For property transactions, it may be necessary to have an Indian Passport or an OCI/Aadhaar (depending on state to state). PAN Card is necessary for any outward funds transfer from India.
For property transactions, it may be necessary to have an Indian Passport or an OCI/Aadhaar (depending on state to state). PAN Card is necessary for any outward funds transfer from India.
Depending on your current country of residence, there may be provisions of laws, to declare your Indian assets and Indian income, with some exemptions. It will completely depend on your local laws. For example in US, you are required to declare your assets and income, held, anywhere globally under the FATCA and FBAR, with some exemptions. There may also be tax implications on this, but you will get tax benefit in US for all taxes paid in India under the DTAA between India and US.
There were many restrictions earlier for NRI’s or PIO’s to buy property in India. However, NRI’s and PIO’s are permitted to buy most types of properties, and also they are allowed to sell properties and send the money overseas.
However, specific restrictions are there for purchase of agricultural land and plantations.