Expert Webinars for NRIs
Join live sessions with our wealth management experts. Learn investment strategies, tax planning, and financial best practices designed specifically for Non-Resident Indians.
Hosted by CA Anil Parekh & Avani Parekh — NRI Wealth Partners
NRI Wealth Masterclass Series
Complete 14-session curriculum covering everything NRIs need to know about managing wealth across borders.
Foundation First Approach: Banking + Compliance → Investments → Property → Repatriation → Life Planning
Phase 1: Foundation & Tax Season Urgency
Coming Soon — Build your foundation — understand the rules before making moves
The NRI Financial Framework: Banking, Compliance & Rules of the Game
- WHO is an NRI — Definitions & Status
- Banking Basics: NRE / NRO / FCNR Accounts
- Compliance Landscape: FEMA, FATCA, FBAR
- Big Picture Overview of NRI Financial Life
FBAR & FATCA: Reporting Your India Accounts to the IRS
- FBAR: The $10K Reporting Rule
- FATCA: Form 8938 Requirements
- Which India Accounts to Report
- Penalties & Catch-Up Filing Options
Phase 2: Tax Reporting & Rental Income
Coming Soon — Tax season is here — get your US and India filings right
Reporting India Income on Your US Tax Return
- Rental Income: Schedule E Reporting
- Capital Gains: Form 8949
- PFIC Reporting Requirements
- Foreign Tax Credit (Form 1116)
Owning & Renting Property: Income, Tax & Compliance
- Rental Income Taxation for NRIs
- TDS Deduction by Tenant
- Annual ITR Filing Requirements
- Records & Documents to Maintain
Phase 3: Investment Deep Dive
Coming Soon — Put your money to work across borders
Where Can NRIs Invest? Understanding Your Options & Restrictions
- Investment Options Overview for NRIs
- US/Canada Specific Restrictions
- PFIC Explained Simply
- Choosing the Right Investments by Residency
Tax on Your India Investments: What Gets Deducted & What You Owe
- TDS on FDs, Mutual Funds & Stocks
- Capital Gains: STCG vs LTCG
- India ITR Filing for NRIs
- Claiming TDS Refunds
Taking Your Investment Returns Out of India
- Repatriation Rules for Investment Returns
- NRE vs NRO Account Limits
- Form 15CA/15CB Process
- US Tax Reporting of Repatriated Funds
Phase 4: Property — Buying to Repatriation
Coming Soon — Navigate India real estate with confidence
Buying Property in India: Rules, Funding & Documentation
- What NRIs Can & Cannot Buy
- Funding from NRE/NRO/Home Loan
- FEMA Compliance for Property Purchase
- Power of Attorney (POA) Setup
Selling Property: Capital Gains, TDS & Exemptions
- Capital Gains Calculation on Property Sale
- Lower TDS Certificate Process
- Section 54/54EC Exemptions
- Tax Planning Before Selling
Getting Sale Proceeds Out of India: The Repatriation Process
- 2 Property Repatriation Limit Rule
- Step-by-Step Bank Process
- Form 15CA/15CB for Property Proceeds
- Inherited Property Repatriation Rules
Phase 5: Inheritance & Estate Planning
Coming Soon — Protect what you've built for the next generation
Inherited Assets: Property, Investments & What To Do
- Is Inheritance Taxable in India/US?
- Property Transfer Process
- Investment Transfer Process
- Keep vs Sell Decision Framework
Estate Planning: Protecting Your Family Across Borders
- Wills in Both Countries
- Nomination vs Legal Heir
- Succession Laws Across Borders
- Smooth Transfer Setup
Phase 6: Life Planning & Return to India
Coming Soon — Plan your return or retirement with clarity
Retirement Planning: Building Wealth Across Borders
- How Much Do I Need to Retire?
- India vs Abroad Asset Allocation
- NPS for NRIs
- Social Security Coordination
Planning Your Return to India
- 2-3 Year Pre-Return Timeline
- RNOR Status Benefits
- Restructuring Finances Before the Move
- Cost of Living Planning
Can't Attend Live?
All registered participants will receive session recordings within 48 hours. Register for any session to get access to the recording.
Disclaimer: Investment advisory services are subject to SEBI regulations. Past performance does not guarantee future results. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Avani Parekh is registered with AMFI as a Mutual Fund Distributor. The content of these webinars is for educational purposes and does not constitute personalized financial advice.
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