A focused & comprehensive strategy review designed to help NRIs & OCI families protect their India-US wealth & navigate complex India-US transitions.
Who This Review Is For
- If you have significant wealth exposure in India & US & and want to protect your wealth in both countries
- You are undergoing a significant transition like Relocation from India to US or vice versa, Relinquishment of US citizenship/ Surrender of Green Card etc.
- You have a complex tax/estate situation e.g. Cross Border Stock Compensation, Secondment to India/US, PFIC risk exposure, US estate tax exposure, missed tax disclosures, family structure with multiple beneficiaries/complex succession planning needs requiring Investment Holding/ Wealth Protection Structures like Private Trusts, Foundations, Blocker Corporations etc.
- You have a upcoming high-stakes cross-border transaction like receipt of significant gift/inheritance, liquidity event at your startup, etc.
- You have already received an advisory on a India-US tax or estate matter or have a strategy in mind & need an expert & independent second opinion on it before proceeding forward
Why this review & why Abhinav?
When dealing with India–US cross-border tax and estate matters, it is the depth of experience, dedicated research, independence, and judgment matter far more than generic advice.
Abhinav works exclusively in the area of advising NRIs & OCI families on their complex India-US Tax & Estate Strategy issues and does not take up any other work e.g. incorporation services, tax return filing, accounting, representation work, GST, audits, valuation, etc. This ensures that his research efforts are focused & he is able to guide his clients with complex/high stakes decisions in the best way possible.
Abhinav has no financial/referral tie-ups with any product or service providers, wealth managers, banks, insurance companies, CA/CPA/attorney firms, or any other intermediaries. This ensures that his recommendations are unbiased, free from conflict of interest & aligned solely with client’s best long-term interests.
For each case, Abhinav brings all of his 22+ years of experience as a Chartered Accountant into a dedicated & comprehensive research into the Client’s case facts to finalise the review findings. His expertise with both India & US Tax & Estate Laws ensures that his strategies are effective considering both the US & India implications of the transaction.
In Abhinav’s experience in conducting such reviews, the potential tax leakages and compliance risks identified in a typical review represented $30,000 to $500,000+ in potential exposure — making this one of the highest-ROI decisions an families can make before a major transition.
The dedicated research by Abhinav for each case ensures that his advice is “proactive”. Compliance/strategy points are fined tuned to client’s individual situation & gaps that would otherwise have not been included in client’s original list of questions are proactively identified.
In contrast, generic tax consultations are reactive – the adviser can tell you about a solution/strategy “if you ask”, & even then, no matter how expert the adviser is, it is difficult to tune the advice in real time considering the complexity of crossborder law & all the nuances of client’s situation. Many a times, it is that one small detail that completely alters the choice of strategy to be adopted.
Abhinav is a solo practitioner by choice & doesn’t have a team. The end-to-end case work (research, communication, video call with findings) is handled by Abhinav directly. Nothing gets delegated to any assistants, interns, junior associates etc. While this solo work model allows Abhinav to only take up a few cases per month, it allows him to bring a level of personal attention & value to each case, an edge that the bigger firms can’t possibly match.
Below are some testimonials received by Abhinav for his work-
“The consulting session with Abhinav was excellent, relevant and extremely insightful. What truly stood out was the personalized approach. Abhinav took the time to understand my financial situation, goals and challenges, ensuring that the advice provided was relevant and actionable. His guidance around US tax laws and how they would align with Indian tax laws for OCI holders was very useful in ensuring I took the right steps from the start. I would highly recommend at least an introductory session with Abhinav for every OCI holder planning to return to India or for all India tax related questions. Overall, my consulting session exceeded all expectations”
“Abhinav possesses extensive knowledge of tax considerations in both India and the United States. He is patient and ensures that all questions are thoroughly addressed. Notably, he takes the initiative to ask for your questions and details in advance, allowing him to come well-prepared for your specific situation. This proactive approach ensures that the consultation is highly effective and personalized. Strongly recommended for anyone seeking expert guidance on cross-border tax matters.”
“The session with Abhinav was super useful and insightful. Abhinav came to call prepared and not only answered all my questions but also had additional points I should be considering. My situation had questions on US treatment of PFIC and implications on Indian assets. Abhinav is a subject matter expert and is friendly as well. I would be going to him in future in case I need help with tax related situations.”
View more testimonials here
Scope:
- Comprehensive research deep-dive by Abhinav on the Client’s case
- 60 minutes video debrief to discuss the review findings & recommended plan of action
- Review notes in PDF format
- 10 days limited post-call support [on email + one 30 minutes follow up call]
Investment: USD 2000 [+18% GST, if located in India or paying in INR]
Key Client Takeaways
- Clear strategic direction tailored to individual situation
- Identification of key tax & estate strategy risk exposures & optimisation opportunities & practical action points (what to do, what to avoid)
- Greater clarity before engaging lawyers, CPA/CAs, or product/service providers
- Peace of mind & feeling of being in control
Ready to protect your India-US wealth & de-risk your transition?
Abhinav takes only a limited number of cases per month & focusses on only one case at a time. Complete this 2-minute assessment to help him see if your situation qualifies for the Strategy Review. Abhinav shall personally review your responses and shall reply within 48 hours with the next steps only if it’s a fit & considering his capacity at this time.