Must Do Things for NRIs on Their Next Visit to India

Your visit to India is more than a trip down memory lane. It’s an opportunity to manage your financial, legal, and personal affairs effectively.

1. Close Unnecessary Accounts: Consolidate multiple savings accounts and convert resident accounts to NRO accounts to comply with regulations.

2. Update KYC Details: Update KYC across banks, Demat, brokers, and MF platforms with your NRI status, overseas address, email, and Indian mobile for OTPs.

3. Check Aadhar Status: If you hold Aadhaar, use the visit to update photo, mobile number, and address at an Aadhaar centre, so e‑KYC and OTP-based services keep working smoothly

4. Check PAN Status: Verify PAN is active on the income tax portal and apply for e-PAN for easy access and corrections if needed. Make sure it is correctly linked where needed (banks, MF KYC, etc.).

5. Link PAN with Aadhaar: Ensure your PAN card matches your passport spelling and link it to Aadhaar to avoid inoperative status and transaction issues

6. Audit Investments: Review mutual funds, demat accounts, FDs, and SIPs; update NRI status

7. Get an Indian Mobile Number: Consider getting an Indian mobile number and updating it across banks, MF platforms, brokers, insurance, and DigiLocker for easy communication, especially for OTPs.

8. Family Matters: Take the time to understand and address your parents’ financial situation. Ensure their health insurance coverage is adequate for their needs.

9. Inspect Real Estate: Visit properties for maintenance issues, clear society bills, and update contracts.

10. Schedule Health Checkups: Get a full body check-up, Book blood tests, dental cleaning, eye exams and any pending specialist consults done in India, where costs are typically far lower than in Western countries.

11. Enjoy Your Time: Lastly, don’t forget to indulge in the things you love, visit your favorite places, connect with friends, and savor the unique experiences India has to offer.

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