US India Tax Compliance with Capitalmind PMS
Join us for an engaging and practical conversation on US–India Tax Compliance with Capitalmind PMS — a critical yet often misunderstood area of financial wellness for NRIs.
In this no-jargon, high-clarity session, we’ll break down the cross-border tax and investment landscape, including:
How the US–India Double Taxation Avoidance Agreement (DTAA) works in practice, and why NRIs often miss out on claiming rightful tax credits
Key differences between the US and Indian tax systems — and where mismatches create compliance challenges for NRIs
IRS reporting essentials: FBAR, FATCA, Form 8938, and when Form 8621 (PFIC) applies
Indian compliance rules: PAN, ITR filing, and how TDS on capital gains and dividends impacts you
Why Portfolio Management Services (PMS) is PFIC-free — making it one of the cleanest, most compliant ways for US NRIs to get India exposure
How PMS taxation works in India (capital gains, dividends, TDS) and how it maps into US filings
The Capitalmind PMS advantage: transparent, research-driven investing designed to balance growth with tax efficiency
Whether you’re a US-based NRI exploring Indian investments, already invested and struggling with complex tax forms, or simply looking to avoid costly compliance mistakes — this session will give you clarity, confidence, and a roadmap for investing in India without the PFIC burden.
🎙️ Meet the Speakers:
Krishna Appala – Portfolio Manager, Capitalmind
Krishna brings deep experience in equity research and portfolio management. He’s known for his data-driven discipline, having co-managed Capitalmind's Focused Portfolio that delivered a 25.4% CAGR. His expertise lies in navigating risk and building conviction-driven portfolios.
Nilesh Sharma - CPA, CA, iNRI | Taxation and Accounting
Nilesh Sharma is a seasoned Chartered Accountant (India) and U.S. CPA with over 17 years of experience. With a Master's in Finance, he specializes in accounting, taxation, and auditing. He has successfully managed professional practices in both India and the U.S., serving individuals and corporations. Nilesh is an expert in the intricate tax and regulatory frameworks of both countries, including cross-border considerations. He is highly regarded for his strategic, long-term tax and investment planning for risk-averse clients.
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iNRI: Super-app for Global Indians - https://www.goinri.com