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FREE · 7-PHASE PDF

The NRI Return Checklist.

The 7-phase checklist used by 2,400+ NRIs planning their return — finance, taxes, shipping, schools, and logistics in sequence. Download instantly after signup.

What's inside

Seven phases, in the order that actually matters.

1
Strategic Foundation

Target city, family alignment, RNOR window, and return budget — 12+ months out.

2
Financial Architecture

401(k)/IRA decisions, NRE/NRO banking, and cross-border tax exposure — 6–12 months out.

3
Documentation Engine

OCI, PAN, Form 15CA/15CB, and school records — 4–6 months out.

4
Logistics Command

Shipping quotes, movers, pets, and vehicles — 2–3 months out.

5
Pre-Departure Protocol

Close US accounts, tax withholding, mail forwarding — 1 month out.

6
Travel & Transition

Essentials kit, key documents, airport pickup — 1–2 weeks out.

7
Settlement Operations

Local registration, resident accounts, schools, healthcare — after arrival.

Get the 7-phase checklist free.

TURN IT INTO A DATED PLAN
A checklist tells you what to do. The Planner tracks whether you've done it.

Worth setting up while everything's still fresh — the Planner turns the same 7-phase thinking into a trackable plan for your move.

Set up your Planner →
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Desi Return

We help NRIs and the Indian diaspora who are considering moving back or retiring in India make their transition smooth and successful with expert guidance, community support, and tailored resources.

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