The only NRI investment platform built by US CPAs. PFIC-compliant mutual funds, PMS, GIFT City, and equities — with full US tax integration from day one.
Every year, high-earning NRI professionals tell us the same thing — they've been wanting to invest back home for years, but every time they try, they hit a wall.
"We are not an Indian investment platform that forgot about US taxes. We are a US CPA firm that built an India investment platform."
Three steps from stranger to invested. We handle the complexity on both sides of the ocean.
PFIC stands for Passive Foreign Investment Company. Most Indian mutual funds are classified as PFICs under US tax law — and without proper elections, the IRS applies the most punitive tax regime available.
Gains are taxed at the highest ordinary income rate, plus an interest charge calculated as if you'd under-withheld every year you held the investment. Long-term capital gains rates: gone. Completely.
We structure every investment to either make the QEF election — which preserves capital gains treatment — or use GIFT City vehicles that avoid PFIC classification entirely.
Illustrative example. Actual tax depends on individual circumstances. Numbers assume $100K gain at 37% marginal rate for PFIC default vs. 20% LTCG for QEF election.
Three things no other NRI investment platform can offer simultaneously.
Before recommending a single fund, we look at your US filing status, PFIC exposure, marginal rate, and FBAR history. Your India investment structure is built backwards from your US tax return. This is the opposite of how every other platform works — and it's why our clients don't face surprise tax bills.
We are not a website that refers you to a broker. We are an AMFI-registered distribution entity executing actual transactions in Indian markets — with US CPA review on every recommendation to ensure it doesn't create a compliance problem on the other side. Two regulatory frameworks. One platform.
When tax season comes, your EazyNRI investment data flows directly into EazyTaxes. Capital gains formatted for Schedule D. PFIC annual statements. FBAR and Form 8938 disclosures. Everything is integrated. You don't coordinate between your investment platform and your tax preparer. We are both.
Book a free 30-minute discovery call. We'll review your US tax situation, explain your investment options, and give you a clear roadmap — with no obligation, no pressure, just clarity.