The questions NRIs ask most before getting started.
Do I need to be in India to use arrange?
No — arrange is built specifically for families split across countries. Everything from onboarding to document uploads to talking with your team happens from wherever you are, with no requirement to be physically present in India.
Can you help me avoid being double-taxed under DTAA?
Yes — this is one of the most common gaps arrange closes. Your India tax advisor and your CPA or preparer abroad work off the same numbers, so DTAA credits, foreign income disclosure and filing are handled consistently on both returns instead of being reconstructed independently by two advisors who've never spoken.
Can you advise on my NRE, NRO and FCNR accounts?
Yes. Your investment advisor builds and reviews NRE/NRO-compliant portfolios and can help you decide which account type fits a given goal — rather than money sitting idle in whichever account it happened to land in.
Will arrange work with my existing accountant or advisor abroad?
Yes — coordination with your foreign-country CPA, tax preparer or insurance advisor is core to what arrange does, not an afterthought. Your India-side specialist stays in sync with them so nothing gets filed or covered twice, and nothing falls through the gap between two countries.
Is investing in India as an NRI actually compliant this way?
Yes — every portfolio is built within FEMA, RBI and NRE/NRO rules from the start, with repatriation planned in advance rather than discovered as a problem when you try to bring money back.
Can my parents in India be included on the same account?
Yes — a household account is built for exactly this. Your parents can have their own login and permission level, so their day-to-day finances are visible and manageable without you being the single point of failure for everything back home.
How does KYC and document signing work from abroad?
Everything — KYC, document uploads and approvals — happens digitally through your secure vault and dashboard. Your Relationship Manager will guide you through what's needed for your specific situation, no in-person branch visit required.
What if I'm planning to move back to India?
Tell your Relationship Manager — a return to India changes tax residency, account types and what your advisory team should be prioritising, and arrange re-plans around that transition with you rather than leaving you to restart with a new team.