Expert Webinars for NRIs
Join live sessions with our wealth solutions experts. Learn investment strategies, tax planning, and financial best practices designed specifically for Non-Resident Indians.
Hosted by CA Anil 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: Mutual fund investments are subject to market risks; read all scheme-related documents carefully. We are an AMFI-registered mutual fund distributor, not a SEBI-registered investment adviser. Past performance does not guarantee future results. Diaspora Wealth Partners Pvt. Ltd. is registered with AMFI as a Mutual Fund Distributor (ARN-360468). The content of these webinars is for educational purposes and does not constitute personalized financial advice.
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