Overview

Secure Your Future, Empower Your Family, and Maximize Your NRI Advantage

For most NRIs, moving abroad is a dream come true. But success isn't just about getting a visa—it’s about long-term planning, financial clarity, and protecting your family’s future. At NRIWAY, we empower first-generation immigrants with tailored guidance in Will & Trust, College Planning, Insurance, Investment, Retirement, and Taxes—the 6 pillars that define true financial wellness.

WILL & TRUST

Protect Your Family. Preserve Your Legacy.

Most NRIs overlook estate planning until it’s too late. A Will or Trust isn't just paperwork—it’s peace of mind for your loved ones.

Why it matters:
- Avoid costly probate
- Ensure smooth asset transfer (India & abroad)
- Appoint guardians for your children
- Minimize taxes for your heirs

COLLEGE PLANNING

Build the Best Future for Your Kids

Higher education costs are rising fast—and planning early can save you thousands.

What we help with:
- 529 College Savings Plan Setup
- Scholarship & FAFSA strategies
- India vs. Abroad decision-making
- Budgeting & financial aid optimization

INSURANCE

Term vs Permanent—Know What’s Right for You

As an NRI, your family depends on your income. But are you adequately protected?

We help you with:
- Term Life vs Whole Life for NRIs
- Family coverage in India & abroad
- Tax-efficient policy strategies
- Critical Illness and Disability Plans

INVESTMENT

Grow Your Wealth Strategically Across Borders

Confused about where to invest—US stock markets, Indian mutual funds, or global assets?

You’ll learn:
- NRI-compliant Indian investments
- US-based options
- Cross-border tax impacts
- Dollar vs Rupee decision-making

RETIREMENT PLANNING

Retire Rich. Retire Free.

Most NRIs delay retirement planning—and lose out on decades of compounding.

Key focus areas:
- 401(k), Roth IRA & Employer Matching (USA)
- India-based retirement strategies
- Repatriating funds
- Lifestyle cost planning

TAXES

File Smarter. Save More.

Tax laws for NRIs are complicated. We help you reduce liabilities while staying compliant.

Get help with:
- NRI tax filing
- DTAA guidance
- Income & capital gains reporting
- FATCA/FBAR compliance

Document Checklist

• Passport (copy of all pages with visa stamps)

• Valid Visa / Residency Permit

• OCI/PIO Card (if applicable)

• PAN Card

• Aadhaar Card (if applicable)

• Overseas Address Proof (utility bill, bank statement, or lease agreement)

• Indian Address Proof

Testimonials

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