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Back to India — With a Financial Plan

Anjali and Ravi, recently returned NRIs, now in Hyderabad

They moved back from the US so their daughter could grow up near grandparents — roots over résumés. Moving home felt right. We made sure their money came back smartly too.

The emotional decision was clear. But financially, they were stuck. Retirement accounts in the US. RSUs vesting. NRE/NRO accounts in limbo. Two countries, no coordination.

Over six months, we gave them more than a financial plan:

  • We timed the move to make the most of RNOR status
  • We rebalanced across currencies and borders
  • We updated their estate documents in both countries
  • Saved ₹3.2 lakh in potential double-tax

They told us, “You helped us bring our wealth home — without losing our peace of mind.”

Now, they’re home. Their daughter is thriving. And their finances are finally where their heart is.

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