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