Financial Planning with Indian Clients based Outside of India May 29 2021

Financial Planning with Indian Clients based Outside of India

Sharing opportunities and pitfalls financial planners need to be aware of when working with Indian clients based outside of India.

ABOUT THIS WEBINAR

1. Understand the Regulatory environment relevant to NRIs (non-resident Indians) – such as Tax Residency, NRI Bank Accounts, limitations on products in relation to US persons, etc.

2. Address  key financial planning issues  concerning Global Indian Families, such as those living in the United States.

3. Learn the types of professional collaboration necessary  to meet the demands of clients of Indian origin, increasing both in size and complexity.

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WHAT IS CIGA?

The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better. 

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