A global presence with a single focus: your Indian finances

Managing your Indian finances from afar should not be stressful. We help with every aspect, from recovering a dormant account to repatriation, wherever you may be.

Let’s chat

Your banking matters in India

Managing bank accounts and moving money from abroad is often confusing. Our team reactivates old accounts and moves funds home safely, without you needing to visit a bank, or India.

Checking your account status
We verify your account status directly with the bank and identify what is missing, to keep your money accessible and avoid blocked transactions.
Bringing quiet accounts back to life
If your account is dormant, we handle the reactivation and paperwork. Our team manages identity checks so you can access funds without travelling.
Moving your money home safely
We manage the necessary bank filings and tax clearances, simply, legally, and without delay.
Accessing inherited funds
We handle the court applications and bank coordination needed to release inherited money, and ensure funds are correctly transferred to the rightful heirs.
Keeping your bank taxes simple
We manage tax filings for large transfers to ensure compliance, and prepare the documents to prevent penalties or holdups.
Finding lost or forgotten money
We locate and work to reclaim old savings or fixed deposits, even with dated records, so your family's hard-earned savings are not left unclaimed.
Not sure where to begin?
Let us review your old passbooks or emails to identify the problem and provide a clear, honest plan.

Your questions, simple answers

We know that dealing with banks in India from abroad can be frustrating. Here are the most common questions we hear about your finances.

Managing your accounts

My bank account in India has gone quiet or dormant. Can you help?

Yes. We coordinate directly with the bank to get your account moving again. Our team prepares the updated ID forms and handles the paperwork, so you do not have to visit a branch. This makes it easy to access your funds or move them abroad.

Can you help if my bank is asking for an updated KYC?

It is very common for banks to ask for updated identity checks when you live overseas. We help you complete the entire update remotely, handle the communication with the bank, and keep your account active and ready to use.

I think there might be old or forgotten accounts in my family. Can you find them?

Yes, this happens quite often. We contact the banks to trace old savings, fixed deposits or policies, and help update the records so you can legally claim these funds and move them into an active account.

Moving your money home

How does getting my money home actually work?

Moving funds home involves specific legal and tax steps to stay compliant with local rules. We manage the entire process, from the bank forms to the tax clearances, while you stay at home and your money reaches your overseas account safely and legally.

Can you help me move money from several different accounts?

Yes. We can guide you on how to bring your funds together into one account before moving them home, following the right rules so the final transfer is simple and stress-free.

I need a certificate to claim my parent's bank accounts. Can you get this for me?

When a family member passes away, banks usually require a succession certificate from a court. We handle the entire application, manage the court process, and work with the bank to release the funds correctly.

The essentials

Do I ever need to travel to India for banking work?

No. We handle everything through a Power of Attorney and remote authorisations. Our team in India takes care of the meetings and paperwork while you stay where you are.

Can you help with my NRI tax filings and refunds?

Yes. We check your tax deductions and help you file for any refunds you are owed, so your bank transfers happen without penalties or holdups.

How do I pay your fee from abroad?

Through straightforward, compliant channels that we explain before you commit. You do not need an Indian bank account to work with us.

What should I share with you to get started?

Even one document helps. An old passbook, a PAN card, or any letters from the bank are useful. If you are handling an inheritance, a death certificate is the best place to start. We can help you find any other missing paperwork.

Insights. Knowledge. Success

Case Story: Releasing forgotten deposits for a UK family
We recovered ₹28 Lakhs in forgotten deposits for a UK client. Our team traced the funds and secured court certificates to release the money without the client ever having to travel.
Coming soon
Legal Update: Your right to access inherited funds
The Supreme Court confirmed banks cannot refuse to release funds once you have a Succession Certificate. This ruling helps NRIs repatriate inherited money much faster.
Read full article
Expert Insight: Why you should review your bank records today
Checking dormant accounts early prevents massive legal delays after losing a parent. Learn how to keep your family’s finances simple and stress-free.
Coming soon