Cross-Border Planning and
India Investment Access
We help U.S.-India families manage cross-border complexity and build direct investment pathways into India through Kubhera’s developing platform.
20+
Years advising cross-border families
Both sides
US and India-based specialist coordination
Fee-Only
Independent advice
Who we serve
Cross-border planning coordination
We help families think through financial decisions that involve both the United States and India, including account structures, tax coordination, estate considerations, and the practical realities of managing wealth across borders.
India investment access
For clients seeking exposure to India, we are building thoughtful investment pathways that include the Kubhera India Infrastructure Fund and future opportunities designed to support direct investment in India.
Local coordination in India
When planning requires local execution or specialist input, we coordinate with trusted professionals in India, including Chartered Accountants, Edelweiss, and other experienced experts on the ground.
Integrated guidance
Our role is to help clients see the full picture, coordinate the right expertise, and move forward with a plan that is practical, informed, and aligned with their broader financial lives.
Opportunity Overview
GIFT City — the gateway to India
Gujarat International Finance Tec-City offers foreign investors a tax-neutral jurisdiction to access Indian markets. We guide family offices through FPI establishment and fund structures designed to capture India’s growth without onshore tax friction — including PFIC, UBTI, and GILTI considerations for US investors.
Two tax systems.
One coordinated strategy.
The intersection of US and Indian tax systems creates planning complexity that requires coordination across both jurisdictions. A single wrong structure — an Indian mutual fund classified as a PFIC without a timely election, an undisclosed foreign account — can generate penalties that dwarf the planning cost many times over.
Kubhera coordinates with India-based chartered accountants and US international tax counsel as an integrated team — so both sides of the picture are planned together, not handed off between advisors who do not communicate.
Most domestic advisors
Unfamiliar with PFIC rules, FEMA, and DTAA treaty mechanics
India-only advisors
Cannot advise on US tax consequences or compliance requirements
General international tax firms
Compliance focus without integrated wealth planning perspective
Our approach: coordinating U.S. and India-based specialists under one integrated plan.
Start with a conversation
If your financial life spans more than one country, we can help you think through how the pieces fit together.