Exploring cross-border decisions
Notes and reflections by Rachita Maheshwari.
About Rachita
I have spent close to two decades working with Indian and global families, much of it with NRIs navigating the complexity of cross-border wealth. My biggest strength is not having every answer, but being resourceful — connecting dots across jurisdictions, rules, and lived experiences to help families see the bigger picture.
Focus areas
- Residency & timing
- Navigating complexity
- Global perspective
- Keeping options open
Jurisdictions often discussed
United States, United Kingdom, Middle East, Singapore, India.
Questions families often ask
- Do I need to close my US accounts if I move back to India?
- What is the difference between an NRO and NRE account, and when should I use each?
- How should I plan for education costs across currencies?
- How does my residency status affect the way investments are taxed?
- Can I keep property in India while becoming a tax resident elsewhere?
- What happens to overseas retirement accounts if I relocate?
Contact
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