One plan for your taxes, assets, money, and businesses — across India and abroad.

WHO THIS PACKAGE IS FOR

This package is designed for serious NRIs / HNIs, including:

• High-income NRIs & HNIs
• Senior professionals, CXOs, CEOs, partners
• Business owners with India + overseas exposure
• NRIs planning permanent relocation
• Families with large assets across countries
• Individuals where wrong structuring = lakhs or crores in loss

👉 This is not for quick questions or single issues.

This is for people who want one clean, defensible master plan.

CORE PROBLEMS THIS SOLVES

• ❌ Tax residency mistakes during transition years
• ❌ Residancy benefits lost due to poor planning
• ❌ FEMA violations discovered years later
• ❌ Double taxation on global income
• ❌ Poorly structured India / overseas companies
• ❌ PE risk due to wrong operational setup
• ❌ Dividend, salary, or fee structures triggering excess tax

This package removes structural risk across personal + business layers.

WHAT WE COVER

🧮 1. Tax Residency & NRI/RNOR Master Planning

• Entry & exit year optimisation
• NRI/RNOR eligibility & planning window
• Global income tax exposure mapping
• ₹15L rule & high-income implications

🏦 2. Banking & FEMA Structuring

• NRE / NRO / FCNR conversions
• Joint account corrections
• FEMA-compliant holding of personal assets
• Clean future-proof banking structure

🌍 3. Foreign Income & Asset Planning

• Foreign salary & rental income
• Overseas investments & brokerages
• RSUs, ESOPs, stock options (tax lens)
• Crypto & alternative assets (high-level)

🔁 4. DTAA & Double Tax Avoidance

• Country-specific DTAA optimisation
• Tax credit vs exemption strategy
• TRC & Form 10F planning
• Avoiding double taxation legally

🏢 5. Company Structuring – India & Abroad 

This is where most NRIs & founders go wrong.

We cover:

✅ India Company Structuring

• Proprietorship vs LLP vs Pvt Ltd
• Dividend vs salary vs fee extraction
• Founder remuneration planning
• Compliance & tax efficiency alignment

✅ Overseas Company Structuring (UAE / Others)

• India company vs overseas subsidiary
• Holding company vs operating company
• Substance & control considerations
• Avoiding Permanent Establishment (PE) risk

✅ Cross-Border Business Flow

• Service fees, royalty, IP usage (conceptual)
• Transfer pricing basics (high-level)
• Profit allocation & tax exposure mapping
• Repatriation of business profits

⚠️ This is strategic structuring — not execution or incorporation.

💼 6. Wealth & Asset Restructuring

• What to hold personally vs via company
• What to hold abroad vs India
• Timing of liquidation vs retention
• Repatriation-friendly structures
• Clean documentation & audit trail

🔷 WHAT YOU GET (DELIVERABLES)

You receive a complete execution-ready blueprint, including:

• 📘 Complete NRI Relocation, Wealth & Business Blueprint
• 📑 Pre-Move & Post-Move Action Plan
• 🧾 Personal + Business Tax & FEMA Map
• 🏢 India & Overseas Company Structuring Summary
• 🛡️ Risk Mitigation & Compliance Strategy
• 🔄 Follow-up guidance during execution

This is fully personalised, not templated.

🔷 WHAT THIS PACKAGE IS NOT

• ❌ Not company incorporation service
• ❌ Not accounting or bookkeeping
• ❌ Not ITR filing
• ❌ Not portfolio management
• ❌ Not agent-led selling

This is CA-led strategic structuring.

🔷 OUTCOMES

By the end of this mandate, you will have:

• A defensible tax residency position
• Optimised RNOR + DTAA usage
• FEMA-compliant personal & business structure
• Clear India vs overseas company setup logic
• Confidence to relocate, operate, and invest without fear

Most HNI / founder clients say:

🔷 HOW IT WORKS

1. Book the flagship advisory
2. Share personal + business financial snapshot
3. Deep-dive strategy call
4. Receive blueprint & action plan
5. Follow-up support during execution