NRI Tax and Financial Advisory Services

InvestMates is a financial advisory and wealth management platform serving NRIs and Global Indians with assets, income, investments, or tax obligations across the United States and India.

Our services include NRI tax planning and filing, financial advisory and investment management, retirement planning, estate and inheritance planning, repatriation of funds, and return to India planning. We also support clients with areas such as FBAR, FATCA, PFIC, DTAA, RNOR planning, Indian ITR filing, 401(k) and IRA strategy, NRE and NRO accounts, foreign tax credits, and cross-country asset coordination.

InvestMates brings together CPA, CA, and RIA professionals so clients can receive coordinated advice instead of working with separate professionals in each country.