Taxation

One clear position, filed correctly in every country.

Residential status, DTAA relief, TDS on NRO income and FATCA or CRS reporting — handled as one coordinated filing rather than five separate guesses.

Getting your residential status right, first

Almost every NRI tax question traces back to one thing: your residential status under the Income Tax Act, which determines what India taxes at all. Get this wrong and every downstream filing — TDS, capital gains, DTAA relief — is built on a shaky foundation.

We determine your status each year, apply the relevant Double Taxation Avoidance Agreement, and coordinate with your accountant in your country of residence so nothing is taxed twice and nothing is missed.


What's included

  • Residential status determination — confirming resident, NRI or RNOR status for each financial year.
  • DTAA application — claiming treaty relief correctly on income taxed in more than one country.
  • TDS and capital gains review — checking withholding on NRO income and gains from property or investments.
  • Filing coordination — working alongside your CA or accountant abroad so both returns agree with each other.

Who this is for

  • NRIs with rental, interest or capital gains income from India.
  • Anyone who has recently moved abroad, or is planning a return to India, and is unsure of their current status.
  • Clients who've received a tax notice or TDS deduction they don't understand.
NMC

Just need a quick answer on this?

Book a single session at the NRI Money Clinic instead of a full engagement — ideal if you have one specific decision to make.

Explore the Money Clinic →

Common Questions

Taxation FAQs

What is RNOR status and why does it matter?

Resident but Not Ordinarily Resident is a transitional status, typically applying for one to two years after returning to India, during which certain foreign income remains untaxed in India. Timing your return around it can matter significantly.

Why is TDS being deducted on my NRO account interest?

Interest on NRO accounts is subject to TDS at source, generally at a higher rate for NRIs unless a valid DTAA declaration and Tax Residency Certificate are on file with your bank.

Do I need to file an Indian tax return if my income is below the exemption limit?

Not always, but there are situations — certain capital gains, TDS refunds due, or specific asset holdings — where filing is still worthwhile even below the threshold.

What is FATCA/CRS and does it apply to me?

If you hold financial accounts outside your country of tax residence, your bank may report account details under FATCA or CRS information-sharing agreements. We'll clarify what's reported and where.

Related

Other services clients pair with this.

01

Retirement Planning

Building a retirement income that holds its value whether you settle in Kochi, Toronto or Dubai.

Learn more →
02

Wealth Creation

FEMA-compliant portfolios across equity, funds and property, diversified by goal and by geography.

Learn more →
03

Insurance

Life and health cover that recognises your NRI status instead of working against it.

Learn more →
05

Estate Planning

Wills, nominations and Power of Attorney that stand up in more than one legal system.

Learn more →

Ready to talk through your situation?