Tax planning is wealth planning. DTAA optimization across 90+ countries, FEMA compliance, RNOR status planning for returning NRIs, and capital gains strategies — for both resident Indians and NRIs.
Double Tax Avoidance Agreement analysis across 90+ countries. Ensure you're not paying tax twice on the same income. Treaty-by-treaty rate comparison and filing guidance.
Returning NRIs can claim Resident but Not Ordinarily Resident status for 2-3 years, with significant tax benefits on foreign income. We plan the transition timeline and filing strategy.
Tax-loss harvesting, holding period optimization, and indexation strategies across MFs, property, gold, and unlisted shares.
NRIs face 20-30% TDS on property sales and other income. We help file for refunds where excess TDS has been deducted, including Form 15CA/15CB certification.
End-to-end ITR filing for both Indian residents and NRIs. Multi-country income reconciliation, FEMA compliance verification, and advance tax planning.
Annual FEMA health check — NRE/NRO account compliance, LRS utilization tracking, property ownership rules, and remittance documentation.
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DTAA, RNOR, TDS recovery, Form 15CA/15CB — everything you need to file correctly this year. Country-specific tips included.
DTAA (Double Tax Avoidance Agreement) is a bilateral treaty between India and another country to prevent the same income being taxed twice. India has DTAAs with 90+ countries. For example, the India-US DTAA caps India's withholding tax on dividends at 25% instead of 30%. Claiming DTAA benefits requires filing Form 10F and obtaining a Tax Residency Certificate from your country of residence.
RNOR (Resident but Not Ordinarily Resident) is a tax status available to NRIs returning to India. Under Section 6(6) of the Income Tax Act, if you've been a non-resident in 9 out of 10 preceding years, you qualify as RNOR for up to 2-3 years. During RNOR status, your foreign income is not taxable in India — a significant planning window.
NRIs face higher TDS rates because tax authorities cannot pursue non-residents for shortfalls easily. Property sale TDS for NRIs is 20% on LTCG (vs 1% for residents). However, NRIs can apply for a Lower TDS Certificate under Section 197 if their actual tax liability is lower, reducing the upfront deduction.
Book a free 30-minute consultation. We'll assess your situation and create a personalized roadmap. No commitment required.