Client story · Family Office Services

An HNI client from the USA required guidance regarding cross-border taxation

The situation

An HNI client from the USA required guidance regarding cross-border taxation, understanding the use of cryptocurrency and investments in India. He had enough funds which were just earning a simple interest in his bank account.

What we did

We provided expert guidance and helped him structure and park his finance accordingly, which was later appreciated by client, since his funds were properly utilised whilst helped him for tax planning as well.

Next step

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