Private advisory
Senior-CA-led NRI tax for significant cross-border events
An exit, a large liquidity event, a trust or HUF you are reworking, gains at scale across more than one country — these are not routine filings, and they are not work to leave with a junior. A senior Chartered Accountant takes the Indian side of the file directly, coordinates with your advisers abroad, and keeps the matter private.
How we work
Senior attention, on your file, start to finish
Led by a senior CA, not delegated
The senior Chartered Accountant who scopes the matter is the one who does it. Your file is not outsourced to another firm, and it is not handed down to a junior to learn on.
Held in confidence
What you share stays with the engagement team. We do not publish client names, and we are content to work under your own confidentiality terms. The scope is agreed privately, in writing, before any work starts.
The Indian side, coordinated
Our scope is India: the Indian return, treaty relief and disclosure. We work alongside your accountant or lawyer abroad so the two jurisdictions reconcile rather than contradict each other.
ICAI-registered, accountable
The work is signed and filed by an ICAI-registered Chartered Accountant, with Section 288 representation before the assessing officer if a matter is ever queried.
Where we are usually engaged
The matters that warrant a senior hand
Each of these has more than one moving part — the event itself, the treaty position, the disclosure, and a return that has to hold up. The list is indicative; your situation is scoped on its own facts.
Exits and equity liquidity
Startup exits, secondary sales, ESOP and RSU vests and sales with a cross-border element. We work out where the gain is taxable in India, what relief the treaty allows, and how it reconciles with the tax you have already paid abroad.
Trust and HUF structures
Indian-side tax on income held through a trust or HUF, and the implications of restructuring one while you are non-resident. We coordinate with your succession and legal advisers rather than work around them.
Foreign-asset disclosure
Schedule FA reporting of foreign holdings (equity, custodial accounts, property, retirement plans) where the Indian return requires it, with the Black Money Act exposure assessed before anything is filed (Section 139, Schedule FA).
Multi-country coordination
Where the same income is taxed in two countries, we apply the relevant treaty and the foreign tax credit on the Indian return (Form 67, Section 90), in step with your overseas adviser so neither side double-counts.
Large capital-gains events
Property, equity and unlisted-share gains at scale — cost-basis and holding-period analysis, the lower-deduction route where it applies (Section 197), and the Indian return that ties it together.
Discretion is part of the work
For a matter of this size, how it is handled matters as much as the filing itself. Your information sits with the senior CA on the engagement and the people directly assisting them — no wider circulation, no third-party processing, no public reference to you.
We are comfortable signing your confidentiality terms where you have them, and we are equally comfortable being the only point of contact your family office or counsel deals with on the Indian side. Personal data is handled in line with the DPDP Act 2023. Nothing is filed, and no position is taken, without your sign-off.
Start with a free 30-minute senior scoping call.
A senior CA, in confidence. We tell you what is in scope on the Indian side before anything begins.
Senior CA who specialises in NRI tax · we deal with the tax officer, you don't
Engagement led by Preetesh Maloo, Chartered Accountant. Founded and run by Vipul Sharma, Founder.
Questions clients ask first
Will a senior CA handle my file directly?
Yes. A senior Chartered Accountant leads the engagement and stays on it from the scoping call through filing. Your file is not handed to a junior or passed to an outside firm. You speak to the person doing the work.
How is confidentiality handled?
Your information is held by the engagement team only and shared with no third party. We do not publish client names, and we are comfortable working under your own confidentiality terms where you have them. The scope of any work is agreed privately before it begins.
Do you coordinate with my overseas advisor?
Yes, and we prefer to. Our work is the Indian side — the Indian return, treaty relief, foreign tax credit and any Indian disclosure. We coordinate with your accountant or lawyer abroad so the two sides reconcile rather than conflict.
How does an engagement start?
With a free 30-minute scoping call. A senior CA listens to the situation, tells you plainly what is in scope on the Indian side and what is not, and what the work would involve. Anything beyond that is scoped privately, in writing, before you commit.
Speak to a senior CA, in confidence.
A free 30-minute scoping call. We tell you what is in scope on the Indian side before anything begins.
Senior CA who specialises in NRI tax · we deal with the tax officer, you don't