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PIO & OCI Advisory · ICAI Registered Firm

Residential Status — PIO & OCI your card abroad, your status in India.

Tax and investment advisory specifically for Persons of Indian Origin and Overseas Citizens of India — holding a PIO or OCI card does not automatically decide your Indian tax position or banking rights.

PIO and OCI are immigration concepts, granted to people of Indian ancestry who hold foreign passports. They simplify travel and stay in India, but they do not change your residential status under the Income-tax Act or FEMA.

A PIO/OCI cardholder can still become a Resident in India by spending enough days here, just like any foreign citizen. Conversely, they can be a Non-Resident while still enjoying long-term visa rights and the ability to buy residential property in India.

We help PIO and OCI clients align their status, accounts, and investments correctly — opening NRO/NRE accounts, claiming DTAA benefits, structuring property purchases, and filing Indian returns where required.

Our Residential Status — PIO & OCI Services

01

PIO / OCI Status Mapping

Mapping of OCI / PIO card status to Income-tax Act and FEMA residential status.

02

Bank Account Opening

Assistance with NRO, NRE, and FCNR account opening with KYC support.

03

Property Purchase Advisory

Compliance and tax advisory on residential / commercial property purchase.

04

Investment Compliance

PIS, mutual fund, and Indian equity market participation as PIO / OCI.

05

Tax Filing in India

ITR preparation and filing for rental, interest, capital gains, and other Indian income.

06

DTAA Benefit Claim

Treaty benefit claims for OCI holders using Tax Residency Certificate of their home country.

07

Inheritance & Gift

Tax treatment of property and assets inherited or gifted from Indian relatives.

08

Repatriation Support

Repatriation of sale proceeds, rent, and inheritance within FEMA limits.

Our Approach

1

Card & Travel Records

Review of PIO / OCI card and recent travel history into India.

2

Status Determination

Section 6 and FEMA status decided based on stay in India.

3

Account & Asset Map

Review of Indian bank accounts, demat, properties, and pending tax filings.

4

Compliance Plan

Account restructuring, KYC updates, and tax filing roadmap drawn up.

5

Execution & Filing

Returns filed, refunds claimed, and repatriation supported as needed.

Why It Matters

Specialist OCI / PIO advisory
Status mapped under tax and FEMA
NRO / NRE / FCNR accounts handled
Property purchase compliance
DTAA benefits where applicable
Inheritance and gift tax guidance
Repatriation under USD 1 mn scheme
Year-on-year ITR filing for India income

Frequently Asked Questions

No, OCI is an immigration status; tax residential status depends only on days of stay in India.

Yes, they can buy residential and commercial property but not agricultural land or farmhouses.

Yes, OCI and PIO cardholders can open and operate NRE and FCNR accounts.

Yes, PAN is required for tax filing, property purchase, and most investments.

Yes, by furnishing a Tax Residency Certificate of their country of residence.

PIO or OCI With Income in India?

From status mapping to ITR filing and repatriation — get specialist Indian tax and FEMA support designed for OCI and PIO cardholders.

Talk to a PIO/OCI Specialist or call +91 9819 000 511