Imagine you are reviewing the portfolio of a client who spent fifteen years in the U.S. and is now re-establishing tax residency in India. During your analysis, you encounter a 401(k) plan that has been accumulating...
During a portfolio review for a client repatriating to India, an analyst often encounters the 'redundancy instinct.' The client, having lived in the U.S. for decades, feels an urgency to purchase a local Indian health...
During a routine wealth audit for a client returning to India after twenty years in the U.S., I observed a common error: the immediate cancellation of high-quality, pre-existing global health insurance policies. The...
Picture a senior research analyst reviewing a portfolio for a client transitioning from two decades of U.S. residency to a permanent life in India. In the initial client meeting, the client expresses anxiety about...