AMFI Registered • IRS Tax Preparer • PTIN P03472019
Cross-Border Wealth,
Handled by One Advisor
Most advisors handle either your Indian investments or your US taxes — rarely both, and rarely with anyone accountable for how the two interact. As an AMFI Registered Mutual Fund Advisor and IRS Registered Tax Preparer, I plan your investments and file your US tax return myself, so nothing gets lost in the handoff between them.
Who We Work With
Three Kinds of Clients, Three Different Problems
Tell us which one sounds like you, and we'll start there.
Salaried Professionals
Keep More of What You Earn
High earners often overpay tax simply because nobody walked them through the options. Using Section 80C, NPS, and the right tax regime for your situation, we build a plan that keeps more of your income working for you.
Business Owners
Separate Your Wealth From Your Business
Your personal finances shouldn't rise and fall with your business's cash flow. We help you plan advance tax, structure your holdings, and file ITR-3/ITR-4 correctly — so your personal wealth builds independently.
NRIs & H-1B Holders
One Advisor, Both Countries
Investing in India while filing taxes in the US means dealing with DTAA treaties, FBAR reporting, and PFIC rules — usually with two advisors who've never spoken to each other. We handle both sides ourselves, so they're never working against each other.
Credentials
Verifiable, Not Just Claimed
Every registration below can be checked independently on the regulator's own website.
AMFI Mutual Fund Advisory
Association of Mutual Funds in India
United States Federal Tax Credential
Internal Revenue Service (IRS), USA
What We Do
Seven Services, One Advisor
Straightforward financial work, done properly.
Mutual Fund Advisory
Choosing and balancing equity and debt funds based on your actual goals and timeline, not a generic risk score.
Learn More →Portfolio Management
Regular reviews and rebalancing so your portfolio still matches your goals a year from now, not just the day you set it up.
Learn More →Retirement Planning
Building the corpus you'll actually need, worked out from your real expenses and timeline, not a rule of thumb.
Learn More →Education Planning
Setting aside the right amount for a child's education, accounting for how fast those costs actually rise.
Learn More →Tax Planning
Structuring your finances legally to reduce what you owe, reviewed every year, not just once at onboarding.
Learn More →Insurance Planning
Term and health cover sized to your actual needs — not whatever product pays the highest commission.
Learn More →US Tax Returns
Federal filing for NRIs, H-1B holders, and OCIs, prepared under an active IRS PTIN.
Learn More →What's a Stock Actually Worth?
Get a fair value estimate for any Indian stock using EPS multiples and a discounted cash flow model, with a built-in margin of safety.
Try the CalculatorEstimated Fair Value vs. ₹2,450 Market Price
Why Work With Us
A Few Things That Are True Here
Not a values poster — just what actually holds.
SEBI Compliant
Every recommendation follows SEBI's investment advisory guidelines. That's not optional here.
AMFI Registered
ARN-344268, checkable directly on AMFI's own site — not a badge we designed ourselves.
No Product Pushing
Recommendations are based on what fits your situation, not which product pays the best commission.
Research-Led, Not Trend-Led
We build on fundamentals and long-term data, not whatever's trending this quarter.
Your Data Stays Protected
Your financial and tax documents are handled with the same care whether they're for India or the US.
Regular Portfolio Reviews
Portfolios get checked on a schedule, not only when something's already gone wrong.
Insights
Regulatory Updates, Explained Plainly
What's changing, and what it actually means for you.
RBI's New Anti-Mis-Selling Rules
A plain read of the framework restricting forced cross-selling with credit facilities, and what changes for investors.
Union Budget 2026: What Changed
Corporate capex, tax thresholds, and what the Budget means for your own financial planning.
SEBI's Mutual Fund Expense Rule Changes
What the revised expense cap definitions mean for your long-term returns.
Client Reviews
See What Clients Actually Say
Real reviews on Google, not quotes we've written ourselves.
Ready to Talk?
Book a free consultation — no obligation, just a straight conversation about where you stand.