Practical NRI tasks
Manage your NRI responsibilities
Start your first month abroad, then keep accounts, records and family arrangements in order.
Your first month as an NRI: organise the changes →
Connect bank, investment, tax, insurance and family tasks after moving abroad.
Your monthly NRI money and administration routine →
A reusable check-in for accounts, records, family support and approaching renewals.
NRI bank account changes →
Notify the bank, prepare its documents and confirm the completed account designation.
Update investment residency records →
Update folios, demat records, KYC and payment mandates after a residence change.
Your existing PPF after becoming an NRI →
Distinguish opening a new account, continuing an existing one and handling maturity or a historical extension.
EPF and EPS after moving abroad: withdrawal and claim recovery →
Separate provident-fund money, pension rights and the evidence needed to resolve a failed claim.
NPS for NRIs and OCIs: eligibility and account choices →
Check the account tier, documents, withdrawal conditions and tax treatment before subscribing.
Organisation updated 24 October 2026. These are preparation journeys, not statutory deadlines. Each linked guide retains its own source scope and review date.