Why Abhinav
US-UAE-India Cross-border Tax is a narrow, high-stakes field. The quality of advice depends almost entirely on how deeply the advisor understands the intersection of both legal systems — and how much dedicated time they have spent thinking through the specific situation in front of them. Some of the reasons to choose me as your strategic adviser are as follows:
- Independence: I am a fully Independent consultant & don’t have any financial or referral based tie-ups/arrangements with any bank, insurance companies, CA/CPA/attorney firms, wealth managers, entity incorporation service providers etc. My fee is a one-time fee with no upsell of any other services/subtle referrals to any third party service providers etc. Given the amount of mis-selling going around, this itself can be your reason to hire me – to have someone completely independent have a look at your tax strategies and give you conflict-free & unbiased advice.
- Exclusive Focus & Advisory-Only: I am one of the very few advisors who practice exclusively in the US-UAE-India corridor in advisory-only capacity. I don’t take up any other work like tax return filing, entity incorporation, accounting, audits, representation, valuations, investment advisory etc. This focus allows me to use my limited time to research on the complex issues in this space & come up with the relevant tax strategies.
- Solo Professional: I work solo by choice. Every case, right from your first email interaction & introduction call with me to the research, drafting of the review notes, video call etc. is handled by me directly & not by any team members, associates or interns. This ensure that the person explaining the review findings to you over call is the same person who’s done the end-to-end deep work on your case.
- Well-Researched & Holistic Advice: Given the complexity involved, I do not offer impromptu consultation calls without first researching the tax situation and questions & this approach saves me from giving off-the-cuff advice. Instead, I first collect comprehensive structure details as part of my detailed profile assessment & perform dedicated pre-call case research so that my review findings are holistic, to the point & aligned to your requirements.
What Clients Have Said
“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 the 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.”
Who This Service Is For
- You wish to understand the cross-border tax implications of their global investments & wish to proactively & holistically tax-optimise the investments for the long term considering their life situation & financial goals
- You foresee an upcoming cross-border transition in the US-UAE-India corridor like Return to India, Move to US/UAE, Surrender of Green Card, etc. and wish to plan in advance for the resulting crossboder tax implications
- You already have a tax advice/opinion in place for your personal wealth structuring and want an indepedent conflict-free second opinion
Who This Service Is NOT For
- Persons looking for a full service firm e.g. advisory, tax filing, entity incorporation, GST filings etc. done by the same firm
- Persons needing advice for a specific transaction only (not holistic tax advice on the global investments) e.g. cross-border inheritance, trust distributions etc. ^ [For such a case, please do not fill intake form for this service below & instead, email me the context & your specific tax questions at contact@abhinavgulechha.com. Kindly note that my minimum fee for such advisory engagement is USD 1,000]
- Persons looking for B2B advice (e.g. PE risk implications, transfer pricing related questions, treatment of royalty/FTS payments etc.) – my focus is on tax efficient personal wealth structuring for HNWIs
- Persons who are pressed for time/have certain tax deadlines to meet and need the advisory within 30 days
- Persons looking at this strategy review as a replacement to hiring licensed tax/estate/investment advisers in respective jurisdictions for day to day queries/operational/execution work like tax filing, will drafting, investment advisory etc.
- Persons who do not value professionals & professional advice, or have very closed views on tax treatment of certain items & not open to hearing contrary perspectives.
What Is Covered
- Comprehensive & strategic review of your Personal Wealth in US, UAE & India which includes:
- Reviewing & calculating tax residency as per the tax residency laws of each country
- Review of the cross border tax implications of your key investments and providing directional recommendations for restructuring or liquidation.
- Screening for risk exposures like PFIC, FEMA, Indian Black Money Act, IRS Foreign Information Reporting, etc. and suggesting pathway for regularization and compliance.
- Screening for any tax implications such as US Estate & Gift Tax, US Exit Tax etc.
- Identifying cross border tax-optimisation strategies suitable to your life situation and goals.
- Creating a personalised financial actions checklist for the transition
- 3 (THREE) 60 minute video calls to walk you through my review findings
- My review notes in PDF.
- 30 days support on email (includes discussion with your country tax/professional advisers if needed).
Review Duration: ~ 2 weeks from completion of onboarding formalities & receipt of clarifications on the profile assessment
Engagment Fee: USD 2,000
- For complex fact patterns/ complex entity structures/ customised deliverables etc., an additional fee may apply to compensate for the additional review effort & shall be communicated on review of the completed profile assessment, prior to signing of terms.
- 18% GST shall apply over & above the applicable fee if billing address is located in India or currency of fee payment is INR.
What You Walk Away With
- A clear strategic direction tailored to your specific situation — not a generic framework applied from a distance
- A mapped-out picture of your key tax risk exposures, practical optimisation opportunities, and concrete action points: what to do, what to avoid, and in what order
- The clarity needed before engaging lawyers, CPAs, or product providers — so those conversations start from a position of informed intent
- The confidence of knowing your situation has been properly thought through by someone with no stake in the outcome other than getting it right
Ready to Take the First Step?
I take up limited number of cases each month. If interested, please fill an Intake Form here. I’ll review the details & if your situation/requirement is aligned to this service, I’ll get back to you with a link to schedule a brief discovery call in 24 hours.