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Cross-Border Finance & Taxation Survey for NRIs

Where are you currently based?

Which Indian financial accounts/assets do you actively use?

Which Indian financial accounts/assets do you actively use?

Which foreign financial accounts/assets do you actively use?

Which foreign financial accounts/assets do you actively use?

How do you currently track your total net worth across India and abroad?

How do you currently track your total net worth across India and abroad?

What is your biggest frustration managing your finances across India and your country of residence?

How much of a problem is taxation and compliance for you when managing cross-border finances?

How much of a problem is taxation and compliance for you when managing cross-border finances?
A
B
C
D

How likely would you be to try an early beta version of such a product?

How likely would you be to try an early beta version of such a product?
A
B
C

Would you find value in a secure, unified dashboard that aggregates your Indian and overseas finances and helps with tax insights?

Would you find value in a secure, unified dashboard that aggregates your Indian and overseas finances and helps with tax insights?
A
B
C

Would you be interested in tracking your family’s combined wealth (e.g., spouse, children, parents) on the same dashboard?

Would you be interested in tracking your family’s combined wealth (e.g., spouse, children, parents) on the same dashboard?
A
B
C

How challenging is it for you to find and connect with trusted professional financial advisors who understand your cross-border needs?

How challenging is it for you to find and connect with trusted professional financial advisors who understand your cross-border needs?
A
B
C
D

(Optional) What is your profession (role and industry)?

(Optional) If you'd like early access and updates, please share your email: