Property-Related Transactions

1. Lower Deduction Certificate

   NRIs often face higher TDS on their Indian incomes, leading to excess TDS and a need for refunds through tax return filings. We help NRIs obtain Lower Deduction Certificates to reduce the TDS rate.

2. Property Sale

   When selling property in India, NRIs are subject to a 20% TDS on the total sale value. We simplify the process of obtaining a Lower Deduction Certificate to reduce the applicable TDS, ensuring a seamless experience.

Retirement Planning Services

We offer expert guidance on planning your return to India and managing financial assets for retirement:

1. Immediate Actions on Return

   We analyze your current NRI-held assets and provide advisory on immediate actions to take upon your return to India.

2. Financial Analysis of Assets

   We assess the past performance of your assets and offer advice on future asset allocation to meet your retirement goals.

3. Assessment Readiness

   We evaluate your past financial transactions and prepare you for any potential Income Tax assessments, providing advice on documentation requirements.

Succession Planning

Succession planning ensures that your financial situation is well-managed in the event of incapacitation or death. We help families avoid the common struggles of asset inheritance with the following services:

1. Net Worth Report

   A detailed report consolidating all assets and liabilities.

2. Will Drafting

   Assistance in drafting a will to document your legal heirs and allocate your assets and liabilities.

Tax Planning and Advisory

Effective tax planning is key to optimizing tax savings. We offer expert advice to NRIs on financial transactions in India, helping them navigate the tax implications and minimize their tax liabilities. Our services include:

• Personalized tax planning
• Advisory on investment strategies
• Assistance in resolving complex tax issues for optimal outcomes

E-Campaign Queries

The Income Tax Department raises e-campaign queries for individuals involved in high-value transactions, such as the purchase of time deposits or immovable property. We assist NRIs in efficiently responding to e-campaign queries or any other demands from the Income Tax Department.

Response to Tax Notices

We provide NRI clients with prompt and accurate assistance in responding to tax notices from the Income Tax Department. Our services ensure compliance with Indian tax regulations, making the process hassle-free from review to submission.