Yogi Zone

Useful articles for your finance management by our team of experts

Personal Finance in India for Nris and Expats

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November 3, 10:30 – 2:30pm, Novotel ,Hyderabad.  (Registration Charges: FREE)


Personal finance for Expats/NRIs wishing to invest in India

10:30 – 11:30


Lovaii Navlakhi

Certified Financial Planner


- Why invest in India?

-the economy

-the financial structure


-How can it be done? What are the rules?

-Q & A on bank accounts, planning, insurance, mutual funds and other queries on Indian Finance

Taxation and tax issues for Expats/NRIs residing/working in India

11:30 – 12:30



Rekha N S, B.Srinivas

Agarwal & Italia, Chartered Accountants


- How can you make cross border taxation work for you?

-Special tax issues when investing in India


- What are the rules?

-What do you need to know and to do?

-Q & A on taxation

Individual Sessions

1:00 – 2:30

15 minute one on one appointment available between 1:00 and 2:30  with a Tax Planner or  Financial Expert subject to availability. Please sign up for your appointment  by sending an email to

Ariadne Horstman at



Registration for the Event :











Lovaii personal financeLovaii Navlakhi, Managing Director and Chief Financial Planner, is the founder of International Money Matters. With over 24 years of previous top-notch industry experience, an MBA (Finance) from SP Jain Institute of Management, an ICWA, the distinction of being one of the first Certified Financial Planners (CFP®) from India and a stellar reputation in the world of personal finance, Lovaii firmly believes in continuing education as a way of life. He is oft quoted and widely read across publications and personal finance websites.









rekha tax planning

Rekha N S is a Associate member of the Institute of Chartered Accountants of India and has been in practice for more than ten years. Rekha is associated with AGARWAL & ITALIA since 2005. She has been involved in providing various opinions on business modelling in India, taxation of International transactions in light of domestic tax laws and International Tax Treaties, preparation of long term financial business plans for domestic and International clients.  Before joining Agarwal & Italia, she worked as a manager with P G Bhagwat & Associates, Chartered Accountants, Pune. During her association with P G Bhagwat & Associates, she has specialized in the field of statutory audits of manufacturing companies and educational institutions.



srinivas tax planningB. Srinivas, an Associate Member of the Institute of Chartered Accountants of India has been in the fields of Audit, Accounts and Taxation for a period of more that 8 years. He has been associated with AGARWAL & ITALIA since 2007. He has been involved in various Internal, Statutory and Tax audits in India. He has been more involved in developing and implementing of business processes and specifically towards setting up and evaluating the existing systems and internal controls and therby suggesting the improvement areas for the same.Prior to joining Agarwal and Italia he was associated with Deloitte Touche and Thomatsu in India. He was a part of the Process development departments which was instrumental in the development of various business processes considering all the tax and other regulatory requirement of india. Off late he has developed a keen interest in the areas of business modelling and tax requirements for business models being setup in India

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