Wealth Managers
FROM KNOWLEDGE TO CROSS-BORDER ADVISORY
Move From Understanding Individual Rules to Connecting the Complete NRI Financial Picture
After completing the course, learners should be better equipped to approach NRI financial situations systematically. Instead of looking at taxation, FEMA, banking, investments and succession separately, they learn to connect these areas and identify the right questions before approaching a cross-border financial decision.
Think Beyond Tax
Understand how taxation connects with FEMA, banking, investments, repatriation and estate planning.
Assess Before You Advise
Learn to first evaluate residential status, source of income, transaction type, jurisdiction and financial objective before considering the appropriate course of action.
Handle NRI Conversations with Structure
Develop a framework for discussing common NRI concerns around taxation, investments, property, remittances and returning to India.
Connect Compliance with Financial Planning
Recognise how KYC, documentation, tax filing, FEMA requirements and remittance rules can influence financial decisions.
Plan Across Life Stages
Understand the financial implications of moving abroad, living as an NRI, managing Indian assets and eventually returning to India.
Take a Family-Wealth View
Look beyond individual investments to understand succession, inheritance, insurance and long-term family wealth considerations.
Why this program
Go Beyond “NRI Taxation.” Learn the Full Financial Journey.
Know the Client's Status First
Understand NRI, PIO and OCI concepts and how residential status under the Income Tax Act and FEMA can lead to different consequences.
Decode Cross-Border Tax
Build clarity around Indian taxable income, return filing, TDS, capital gains, DTAA relief and documentation.
Understand Money Movement
Learn the practical framework around NRE, NRO and FCNR accounts, remittances, repatriation and Forms 15CA/15CB.
Plan NRI Wealth
Explore equities, mutual funds, property, partnerships, insurance, GIFT City, long-term wealth creation and portfolio choices.
Protect Family Wealth
Understand Wills, probate, succession certificates, nominations and estate-planning considerations for NRI families.
Manage Life Transitions
Learn what changes when an Indian moves abroad, becomes an NRI, returns to India or plans a permanent homecoming.
An NRI's Financial Life Doesn't Fit Inside One Country.
A salary may be earned abroad. Property may be held in India. Investments may sit in two jurisdictions. Family may live in a third. Tax residency can change, FEMA status can change differently, and the same transaction can trigger banking, tax, documentation and succession questions at once.
The challenge is not simply knowing tax. It is knowing how tax, FEMA, banking, investments, property and family wealth connect across borders.
This program is designed to help learners understand those connections—so they can approach NRI financial decisions with a structured framework instead of treating every issue as an isolated transaction.
Build Skills for Real-World NRI Financial Planning
Residential Status Assessment
Understand the distinction between residential status under Indian income-tax rules and FEMA and its relevance to financial decisions.
NRI Taxation & Compliance
Build working knowledge of taxable income, return filing, TDS, capital gains, deductions and other common NRI tax considerations.
DTAA & Cross-Border Taxation
Understand the role of tax treaties, double-tax relief mechanisms and supporting documentation.
NRI Banking & Repatriation
Develop clarity around NRE, NRO and FCNR accounts, permissible transactions, remittances and repatriation considerations.
Investment Planning for NRIs
Understand key considerations across direct equity, mutual funds, property, business structures, insurance, PMS and other wealth-building avenues covered in the program.
Property & Real-Estate Planning
Understand important considerations relating to acquisition, sale, gifting and inheritance of property by NRIs.
Who should learn this
If You Work With NRI Money, This Knowledge Cannot Stay Fragmented.
The course is designed for learners and professionals who want a broader, practical understanding of NRI taxation and cross-border financial planning.Wealth ManagersFinancial PlannersTax ProfessionalsChartered AccountantsBanking & Relationship ManagersInvestment AdvisersFamily Office ProfessionalsInsurance ProfessionalsNRI-Focused AdvisersFinance Students
Financial Planners
Tax Professionals
Chartered Accountants
Banking & Relationship Managers
Investment Advisers
Family Office Professionals
Insurance Professionals
NRI-Focused Advisers
Finance Students
What changes after this course
From “I Know the Rule” to “I Know What to Check.”
Cross-border planning requires a sequence of questions. Before recommending an account, investment, remittance or tax treatment, you need to know the person's status, source of income, nature of transaction, jurisdiction, documentation and end objective.
Distinguish residential status under tax law and FEMA
Identify common Indian tax and return-filing triggers for NRIs
Understand DTAA relief and treaty documentation
Navigate NRE, NRO and FCNR account use cases
Understand property acquisition, sale and inheritance issues
Evaluate NRI investment avenues and compliance touchpoints
Plan for departure from India and return to India
Recognise estate, succession and family-wealth considerations
NRI PIO OCI and Residential Status 63 Lessons 05:36:51
Chapter-1 NRI PIO OCI and Residential Status
3 Lessons
00:00:00 Hours
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NRI PIO OCI and Residential Status
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E-Book
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Chapter-2 FEMA For NRI
3 Lessons
00:00:00 Hours
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FEMA For NRI
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E-Book
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Chapter-3 NRI Return Filing
3 Lessons
00:00:00 Hours
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NRI Return Filing
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E-Book
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Chapter-4 Taxation of NRI Income
3 Lessons
00:00:00 Hours
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Taxation of NRI Income
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E-Book
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Chapter-5 Cross Border Taxation and DTAA
3 Lessons
00:00:00 Hours
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Cross Border Taxation and DTAA
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E-Book
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Chapter-6 Form 15CACB and Liberalised Remittance Scheme
3 Lessons
00:00:00 Hours
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Form 15CACB and Liberalised Remittance Scheme
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E-Book
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Chapter-7 NRI Bank Accounts
3 Lessons
00:00:00 Hours
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NRI Bank Accounts
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E-Book
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Chapter-8 NRI Property Transactions
3 Lessons
00:00:00 Hours
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NRI Property Transactions
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E-Book
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Chapter-9 Overseas Assets and Investments
3 Lessons
00:00:00 Hours
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Overseas Assets and Investments
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E-Book
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Chapter-10 Gifts Wills and Succession
3 Lessons
00:00:00 Hours
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Chapter-10 Gifts Wills and Succession
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E-Book
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Chapter-11 Business LLPs and Loans
3 Lessons
00:00:00 Hours
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Business LLPs and Loans
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E-Book
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Chapter-12 NRI-Capital-Markets
3 Lessons
00:00:00 Hours
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NRI-Capital-Markets
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E-Book
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Chapter-13 NRI Mutual Fund Investments
3 Lessons
00:00:00 Hours
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NRI Mutual Fund Investments
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E-Book
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Chapter-14 Understanding NRI Clients
3 Lessons
00:00:00 Hours
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Understanding-NRI-Clients
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E-Book
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Chapter-15 NRI Onboarding and KYC
3 Lessons
00:00:00 Hours
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NRI-Onboarding-and-KYC
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E-Book
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Chapter-16 Insurance and Risk Planning
3 Lessons
00:00:00 Hours
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Insurance and Risk Planning
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E-Book
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Chapter-17 Moving Abroad
3 Lessons
00:00:00 Hours
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Moving Abroad
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E-Book
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Chapter-18 NRI Financial & Compliance Guide
3 Lessons
00:00:00 Hours
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NRI Financial & Compliance Guide
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E-Book
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Chapter-19 NRI Wealth Planning
3 Lessons
00:00:00 Hours
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NRI Wealth Planning
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E-Book
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Chapter-20 Case Studies, Tools and References
3 Lessons
00:00:00 Hours
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Case Studies, Tools and References
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E-Book
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NRI Taxation Master Classes
3 Lessons
05:36:51 Hours
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NRI Loves Real Estate Through GIFT City
01:22:15
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NRI taxation and cross border investment option
02:49:11
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Important Aspect of NRI Taxation which every Advisor must know
01:25:25
Our alumni work at India's leading wealth institutions
CWM® charterholders serve in private banking, wealth advisory, financial planning, and portfolio roles across these organizations — part of a 300,000+ global alumni network.
Questions this course helps you answer
Frequently asked questions
Real Questions. Real Cross-Border Complexity.
No. The book covers a much broader cross-border financial-planning framework including FEMA, DTAA, banking, remittances, property, investments, estate planning, KYC, insurance, relocation and return-to-India planning.
Yes. The curriculum specifically distinguishes residential status under the Income Tax Act from residential status under FEMA, because the two frameworks use different tests and serve different purposes.
Yes. The curriculum includes NRI banking structures, permissible transactions, tax treatment and repatriation considerations.
Yes. Dedicated chapters address Double Taxation Avoidance Agreements as well as Forms 15CA and 15CB for foreign-remittance compliance.
Yes. The course covers property, direct equities, mutual funds, business structures, insurance, long-term wealth creation, GIFT City concepts and succession planning.
Yes. The final chapter is case-driven and applies the concepts to realistic situations involving residential status, RNOR transition, capital gains, treaty considerations, FEMA compliance and digital regulatory tools.
No. It is an educational program. Actual cross-border tax, FEMA, legal and investment decisions depend on individual facts, current law and jurisdiction-specific requirements, and may require advice from appropriately qualified professionals.
Self-paced or live
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Study on your own schedule
₹4999
+ 18% GST
₹5898.82 payable today
- 20 Chapter-Wise Learning PDFs
- Comprehensive E-Book
- 4 Exclusive Masterclasses
- Chapter-Wise Assessments
- Final Certification Quiz
Cross-Border Wealth Is Complicated. Your Understanding Doesn't Have to Be.
Build the knowledge to understand NRI taxation, FEMA, banking, investments, property, succession and the financial decisions that follow an Indian across borders.
Know the Status. Understand the Rules. Connect the Money. Plan Across Borders.
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