🌏Immigrant Finance Hub

Financial clarity for H-1B holders, NRIs & Indian-Americans

The only dedicated hub for navigating two tax systems, FBAR compliance, NRE/NRO accounts, PFIC exposure, and building wealth across borders.

Check FBAR requirement →Get my financial roadmap

Select your visa stage to get a personalised roadmap

On a work visa, planning your US financial foundation

Green Card pending

Adjusting status, maximising benefits now

Just received GC, first 1–2 years

Long-term GC / Citizen

Optimising for the long haul with dual ties

Planning to return to India

NRE/NRO accounts, remittance, exit planning

Tools & calculators

Built specifically for the cross-border financial picture

FBAR & FATCA CheckerCompliance

Determine if you must file FinCEN 114 and Form 8938 for your foreign accounts.

Immigration Financial PlannerPlanning

Step-by-step financial roadmap tied to your visa stage and goals.

Retirement PlannerTool

Project your US retirement savings across 3 scenarios with Monte Carlo.

Dual-Currency Net WorthTool

Track your wealth in both USD and INR — US assets + India assets.

Critical compliance deadlines

April 15

FBAR due (FinCEN 114)

Auto-extended to Oct 15

April 15

FATCA Form 8938 due

With tax return

Apr 15 / Oct 15

FBAR auto-extension

No form needed

Dec 31

NRE/NRO interest threshold

FBAR calendar year

Learn

All articles →

🏦NRE vs NRO vs FCNR accounts 💸Remittance strategies to India 📝PFIC — the mutual fund trap 🛡️US vs India insurance coordination 🏠Buying property in both countries 👴Planning for Indian parents ⚖️Estate planning across borders 📊H-1B to Green Card tax transitions

Have questions about your specific situation?

Ask the AI Financial Tutor — trained on immigrant and NRI finance topics, available any time.

Ask the AI Tutor →

Educational disclaimer: All content on WealthSerene.com is for educational purposes only and does not constitute investment advice. Projections and calculations are illustrative — actual results will vary based on market conditions, your specific situation, and many factors outside this tool’s scope. Always consult a qualified financial professional for advice specific to your situation. For tax advice, consult a CPA or Enrolled Agent. View full disclosures →