A focused & comprehensive 1:1 strategy review by Abhinav on India & US Tax & Estate strategy for HNWIs having India & US financial exposure &/or navigating certain transitions.
Who This Strategy Review Is For
This review is suitable if:
- You are a HNWI (min. NW – USD 1M) & have financial exposure both in US & India
And –
- You are undergoing a transition like Move to US, Return to India, surrender of Green Card, Relinquishment of US citizenship, receipt of significant gift/inheritance, liquidity event at your startup, etc. & wish to plan for the same in advance to legally reduce tax liability and ensure full compliance with both US & Indian laws
- You have a a complex tax or estate situation e.g. Cross Border Stock Compensation, Secondment cases, Private Trusts, Exit Tax, Setting Up Cross Border Structures like Private Trusts, Foreign Blocker Corporations etc. PFIC exposure analysis, missed tax disclosures in US/India etc. & need professional help to navigate the tax grey zones & independent assessment of the risk exposure on the possible tax positions
- You need clarity on the interplay of India & US taxation, estate law, Indian FEMA & Black Money Law on your global income, investments, or structures & strategy for the same
- You have received an advisory on the course of action for a upcoming high stakes financial decision & need an independent conflict-free second opinion before proceeding forward
Kindly note that this review is strategic in nature & is not meant for basic or routine day to day queries. The session does not replace the need to have your regular CA/CPA/attorney/service providers for various tax filings and execution work in both India & US.
Why Consult with Abhinav?
When dealing with India–US cross-border tax and estate matters, depth of experience, independence, and judgment matter far more than generic advice. Abhinav Gulechha brings a well-researched and focussed, advice-only approach devoid of any conflict of interest, & exclusively focussed on advising on complex India–US transitions and edge cases.
Abhinav works exclusively in the area of advising HNW families on complex India-US Cross border tax issues and does not do other work e.g. business taxation/incorporation, tax return filing, representation, GST, audits, M&A etc. This ensures that his research efforts are focussed & he is on top of the latest developments in this space to be able to guide his clients undergoing high stakes transitions in the best way possible.
Abhinav brings all of his 22+ years of experience into comprehensive deep dive research in the client’s case spanning an average of 5 hours per case to finalise the discussion points for the call. His expertise in both US & India Tax, Estate & Wealth Protection Strategy specifically for HNW families allows him to prepare holistic strategy recommendations from all angles. Many a times, this extends to finding compliance/strategy gaps that were not a subject matter of client’s list of questions & not pointed out by any of client’s existing advisors & the same carried several thousand dollars of tax/compliance risks or tax leakages. All this effort gets reflected in the client getting well researched, precise, & actionable strategic advice as against generic off-the-cuff advice that can do more harm than good.
The end-to-end research for the case, communication with client & video call with the client is handled by Abhinav directly. Nothing gets delegated to any assistants, interns, junior associates etc. This is the reason Abhinav takes up limited number of reviews per month so that he can give maximum attention & value to each case.
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.
Deliverables
- Comprehensive pre-call deep dive research by Abhinav on the client’s fact pattern & specific questions
- 60 minutes 1:1 video call discussing the review findings & plan of action
- 7-day post call email support
- 7-day view-access to the call recording (if requested)
How This Is Different from a Plain Vanilla Consultation
- Dedicated review of client’s case prior to the call
- Strategy-focused, not basic or routine compliance-driven.
- Designed for complex, high-value fact patterns and edge cases
- No sales pitch or referrals for any financial products or services
- 7-day post call email support + view access to call recording
Client Takeaways
By the end of the review, Client may expect the following takeaways:
- Clear strategic direction tailored to her fact pattern
- Identification of key risk exposures, practical steps to minimise the risks, red flags tax planning opportunities
- Practical action points in the coming months with respect to the transition (what to do, what to avoid)
- Better clarity before engaging lawyers, CPA/CAs, or product providers
- Peace of mind & feeling of being more in control
Professional Fee
USD 1000 (+18% GST if located in India or paying in INR)
Book Your Strategy Review with Abhinav
If you are a HNW family having significant India-US financial exposure, expecting a significant transition & need clarity before making certain irreversible & high stakes financial decisions, this strategy call is designed for you. Please email at contact@abhinavgulechha.com with “Strategy Review” in subject line.