r/NRI_Finance

▲ 8 r/NRI_Finance+1 crossposts

RNOR transition: US equity research via IBKR + India wealth planning advice?

Moving back to India soon and transitioning into the RNOR tax status window.

I’ve decided to use Interactive Brokers (IBKR) for my global exposure and plan to shift fresh capital allocation toward US equities while managing my broader wealth planning in India.

Looking for recommendations on:

  1. US Equity Research: Reliable momentum/tactical research tools or screening frameworks suitable for managing US stocks on IST hours.
  2. RNOR Wealth Strategy: How returning NRIs balance US stock allocations alongside Indian fixed income/debt instruments during the tax-free foreign income window.
  3. IBKR Setup: Any operational best practices for maintaining an IBKR account smoothly post-move.

Appreciate any insights!

reddit.com
u/Low_Arachnid531 — 8 days ago