Your money is split between two countries. Your financial plan shouldn’t be.

Get clarity on your India investments, taxes, protection and return-to-India plans, with a financial advisor who understands the NRI context.

Book Your Free 30-Minute NRI Review

Free · No obligation · No pressure

Get your India finances properly organised

India Investments

Turn idle savings into goal-based investments.

Tax & DTAA

Understand how your residency can affect your India finances.

Family Protection

Make sure your family and liabilities in India are properly covered.

Returning to India

Prepare financially if moving back is part of your future plan.

This is for you if…

  • You earn abroad but still have significant money or assets in India
  • You have FDs, mutual funds, insurance or property but no overall plan
  • You're unsure whether your India investments are tax-efficient
  • Your family depends on you financially in India
  • You may return to India in the future

What happens in your free session?

01

Understand

We look at your India-based investments, insurance, income and goals.

02

Identify

We identify gaps, inefficiencies and areas that may need attention.

03

Plan

You leave with a clearer picture of what to do next.

You don’t need to prepare a complicated financial statement before the call. We’ll guide you through it.

NRIs like you came to us with the same questions

I'd been sending money home for years with zero plan behind it, it was just sitting in an FD. This was the first time someone actually mapped it to real goals.

Rohan T.

NRI, Dubai

FD money now goal-based

Nobody had explained DTAA to me properly before this call. Genuinely changed how I think about my India investments.

Ananya K.

NRI, London

DTAA clarity

We're planning to move back in a few years and had no idea what 'ready' actually looked like financially. Now we do.

Vikram & Sneha P.

NRI, Singapore

Return-to-India plan mapped

Book your free NRI financial review

30 minutes to understand where your India finances stand and what you should consider next.

Book Your Free Review
Free · No obligation · Your details stay private

Got questions?

Frequently asked questions

Yes, the call happens over a video or phone call at a time that works for your timezone. Everything discussed is about your India-based finances.
We can help you understand how DTAA may affect your India-based finances and identify areas to discuss with a tax professional. We don't file tax returns ourselves; where needed, we'll refer you to a qualified CA specialising in NRI taxation.
Having the right NRE/NRO structure is only the starting point. The bigger question is what your India-based money is meant to achieve, and whether it's currently structured around those goals.
Yes. You pay nothing for the initial 30-minute session. If you later choose to purchase a financial product through Claro, we may earn a commission from the product provider. There is no obligation to purchase anything.
Your details are private and used only to respond to your enquiry. See our Privacy Policy.