Optimize personal income tax exposure for high-net-worth and global individuals
HNI & NRI Tax Planning is a specialized personal taxation advisory. It focuses on residential status transitions, double taxation avoidance (DTAA) filings, capital gains tax optimization on assets, and structuring global income to comply with Indian tax codes.
What's Included in HNI & NRI Tax Planning
Our compliance structure handles the entire regulatory scope end-to-end. We manage the details so you can focus on building value.
Advising on residency rules under Section 6 of the Income Tax Act.
Structuring property sale transactions to minimize capital gains taxes.
Filing ITR-2/ITR-3 returns with global asset disclosures.
Who Needs This Service
- HNIs with complex multi-asset investment returns and promoter cashouts.
- NRIs with taxable rental income, interest yields, or stock sales in India.
- Individuals moving abroad requiring tax clearance certificates.
Our Advisory Process
We follow a rigorous, milestone-driven workflow that guarantees clean regulatory records and timely execution.
status Review
Verifying physical stay dates and tax residency certificates.
Asset Review
Mapping capital gain profiles and verifying reinvestment opportunities.
ITR Filing
Uploading returns with required Schedule FA (Foreign Assets) disclosures.
Frequently Asked Questions
Clear answers to critical operational, statutory, and tax scoping queries.
An individual is a resident if present in India for 182 days or more during the year, or 60 days (extended to 120/182 days for Indian citizens/PIOs visiting) plus 365 days in the preceding four years.
NRIs can reinvest sale proceeds in another residential property in India under Section 54, or purchase capital gains bonds under Section 54EC.
Related Advisory Desks
Begin your scoping consultation
We do not execute automated sales calls. You will be connected directly with a senior partner to review compliance triggers.