Navigating taxation for global investing
About this Live Session
Investing in global markets can open up exciting opportunities for Indian investors, but understanding the tax implications is equally important. From reporting foreign assets to calculating capital gains and understanding dividend taxation, global investing involves a different set of tax considerations that every investor should be aware of when filing taxes in India.
In this session, we will simplify the tax process for Indian residents investing internationally and help you understand the key rules, disclosures, and reporting requirements. Whether you are investing in U.S. stocks, ETFs, or global funds, this session will provide a practical overview of how taxation works and the key considerations for tax filing season.
The session is designed to help investors gain clarity, avoid common mistakes, and feel more confident about managing taxes on global investments.
Key Agenda
• Understanding taxation for Indian residents investing globally
• How capital gains are taxed on international investments
• Tax treatment of dividends from foreign investments
• Understanding U.S. withholding tax on dividends
• Foreign asset disclosure requirements while filing taxes in India
• Key schedules and forms relevant for global investments
• How currency conversion impacts tax calculations
• Common mistakes investors make while reporting foreign investments
• Best practices for maintaining investment and tax records
• Important things to know before filing taxes on global investments in India
Speakers:
Vandit Shah is a Partner at Price Waterhouse & Co LLP and is a part of the tax and regulatory practice with a select focus on GIFT IFSC.
Vandit has 12+ years of post-qualification experience advising clients such as Foreign Portfolio Investors, Alternative Investment Funds, Banks, broker-dealers, Fintechs, and other financial sector players on tax and regulatory matters, including exchange control regulations, licensing requirements, and corporate law.
Vandit has assisted several clients in setting up broker-dealer businesses in IFSC, various foreign banks in setting up bank branches in IFSC, and various MNCs in setting up their tech-fin or treasury centres in IFSC.
Vandit has extensive consulting experience in income tax and Indian regulatory issues for Indian and foreign clients, including Foreign Portfolio Investors (FPIs) and foreign companies, and in India tax and regulatory implications.
Over the last 6 years, he has been involved in various advocacy efforts with the GIFT City and IFSCA authorities on tax and regulatory matters.
Nivitha Navaneethakrishnan is a Director at Price Waterhouse & Co LLP and is a part of the tax and regulatory practice with a select focus on GIFT IFSC.
Nivitha has 9+ years of post-qualification experience advising clients such as Foreign Portfolio Investors, Alternative Investment Funds, Broker-dealers, Banks, Fintechs, and other financial sector players on tax and regulatory matters, including exchange control regulations, licensing requirements, and corporate law.
Nivitha has assisted several clients in setting up Funds in IFSCs, both inbound and outbound, as well as domestic funds in India. Nivitha has also assisted various MNCs in setting up their Tech Fin or treasury centres in IFSCs.
Nivitha has assisted various Foreign Portfolio Investors (FPIs) with India tax and regulatory aspects.
Over the last 4 years, she has been involved in various advocacy efforts with the GIFT City and IFSCA authorities on tax and regulatory matters.