Webinar on NRI Investments and Taxation – Opportunity for NRIs to enrich their Knowledge with latest rules and regulations

India has always been the most rewarding and sought after destination for investments for NRIs due to higher interest rates and growth potential. However, their experience may not be excellent mainly due to theirs or their advisors’ ignorance of rules and regulations specific to NRIs for investments or taxation or both.
It is our endeavor to increase awareness among NRIs related to various Investment options as well as taxability of those options. After successfully conducting the Webinar on “Analyzing Effects of Finance Act 2013 on NRI Investments and Taxation”, we have organized 2 webinars that will include whole gamut of NRI Investments and related taxation in India. Each webinar is available at 2 times and will be free for participants.


NRI Investments1: Bank FD, Equity, MF and Other investments including Tax Implications
This webinar will cover following topics:
– Basics of NRI Investments
– NRI Bank Accounts
– Equity Investment through PIS- Mutual Funds Investments in India
– Firm or Corporate Investments in India
– Other Investments: Life Ins., PPF, PO Schemes, Gold, ETF, Derivatives, etc.
– Tax implications on these investments
Saturday, June 15, 2013 on 9:30-10:30 PM IST or
Sunday, June 16, 2013 on 7:30- 8:30 AM IST
NRI Investments 2: Investment in Immovable Property including NEW TDS Provision
This webinar will cover following topics:
– Investments in Real Estate
– Transfers of Immovable Property by NRI, PIO or Indian Resident
– TDS provisions for sale or purchase of immovable property by NRI
– Procedures for Complying with TDS provisions introduced in Finance Act 2013 New
– Taxation and Calculation of Short Term & Long Term Capital Gains
– Procedures for Remittance of Rent or sales proceeds
Saturday, June 22, 2013 on 9:30 – 10:30 PM IST or
Sunday, June 23, 2013 on 7:30 – 8:30 AM IST

Each webinar is available at 2 times and is free for participants. Please reserve your seat for the date and time that works best for you based on your country and time zone separately for each webinar. Please visit the webinar detail in html at www.njpadvisors.com/webinar and click here to view or download in PDF.
While we will be taking questions during the webinar, you are requested to send your questions in advance to webinar@njpadvisors.com.

About Jigar Patel, CFA (USA), MBA-Finance (USA), CPA (USA), CA (India) Mr. Jigar specializes on NRI Investments and Taxation. He is proud to be one of only 21 CFA Charterholders in India working as consultants. (In 2011, when he became CFA Charterholder, out of 97,173 CFA Charterholders in the World, only 697 Charterholders were in India and only 3% work as consultant; Source: www.newcfa.org). He received his MBA (Finance) from University of Illinois, Chicago, USA, CPA from USA and a Chartered Accountant from India. Jigar has over 15 years of professional experience including more than 4 years with KPMG USA’s Risk Advisory Services. Currently, he provides Wealth Management and taxation consulting serving clients from USA, UK, Americas, Europe, Middle East, Asia, Africa, Australia and India.


  1. Hi Jigar,
    Can you forward the slides or link to webcast from this webinar?

    • We have recorded the webinars for our internal purposes. The link is not posted online. Thanks for your interest.

  2. Hi Jigar,
    Do green card holders have to file Schedule of Foreign Assets while filing their Indian Income Tax Returns in ITR-2?

    • Only if the person is “Ordinary Resident” as per Income Tax in India. Greencard is immigration and has nothing to do with income tax. Thanks.

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