India to US Relocation Consulting
Structure your finances across India and the US so you can relocate with clarity, compliance, and confidence
Relocating from India to the United States involves more than just securing a visa, it requires careful planning across taxation, investments, asset transfers, and long-term financial structuring.
Many individuals and families face questions such as:
- How will my Indian income and assets be taxed in the US?
- What happens to my Indian investments, bank accounts, and property?
- Should I restructure my assets before moving?
- How do I manage funds across India and the US efficiently?
- What are my compliance requirements in both countries?
Making the right decisions before and during the move can significantly impact your long-term financial outcomes.
How I Help
Once you book a consultation, I take the time to understand your:
- Visa status and relocation timeline
- Existing assets, investments, and income sources in India
- Plans for income generation in the US
- Family, education, and long-term goals
Based on this, I help you:
- Understand US tax implications on Indian income and assets
- Navigate India–US tax rules and Double Taxation Avoidance Agreement (DTAA)
- Structure your finances before relocation to avoid future complications
- Plan efficient movement and repatriation of funds
- Ensure compliance in both India and the US
What You Get
Each engagement is fully customized to your situation.
After the consultation, you will receive:
- A clear, personalized relocation strategy
- Key recommendations on structuring assets and income
- A practical checklist with timelines for each step
- Confidence in managing your finances across both countries
Following are some of the points covered in the consultation
How does US and India Taxation work
Know all the details about how your income is taxed in both US and India.
Tax implications of incomes from salary, capital gains, rental income
How are the different types of incomes such as salary, capital gains and rental income taxed in both US and India
Foreign Tax Credits and avoidance of Double Taxation
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Reporting and Compliance for Foreign Bank Accounts in India and US
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Managing Retirement Funds 401K, IRA, Roth IRA
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India Investments like Mutual Funds, Capital Gains
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Topics on Gifts and Inheritance
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Taxation of RSUs, ESOPs after relocation
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