Priya Menon – Chartered Accountant in Mumbai
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Menon Financial Services | NRI Taxation & Wealth Advisory
Menon Financial Services
📍 Bandra, Mumbai, Maharashtra · 🗣️ English, Hindi, Malayalam · 12+ Years experience
Chartered Accountant · CFP
Industries served: Financial Services, Real Estate (NRI Investment), Cross-Border Advisory
Services: NRI Taxation, Income Tax Filing, Startup Advisory
Experience: 12+ Years
Rating: 4.9 ★
Location: Mumbai, Maharashtra
Consultation: Video call + Phone + In-person
About Menon Financial Services
Priya has advised NRIs across the US, UK, and Middle East on Indian tax residency, DTAA benefits, and repatriation planning for over a decade, alongside general income tax return filing for individuals and businesses.
Menon Financial Services started as a one-person practice out of a Bandra apartment and has stayed deliberately small — Priya takes on a capped number of NRI clients each tax season so she can personally review every residency-status calculation rather than delegate it. The bulk of her work is timezone-shifted: client calls happen in the evening IST to catch clients waking up on the US East Coast, and she keeps a running note of DTAA treaty positions for the US, UK, and UAE so repatriation questions don't need re-research each time. She also handles a smaller book of resident Indian clients who came to her through NRI family referrals.
Consultation options
Frequently asked questions
How is my tax residency status in India actually determined?
It's based on the number of days you've physically spent in India in the current and preceding financial years, with different thresholds depending on your income level — we calculate this precisely rather than going by general assumptions, since the rules changed in 2020.
Can you help with repatriating sale proceeds from property in India?
Yes, this is one of our most common NRI engagements — it involves a CA certificate (Form 15CB) and the bank's own compliance process, both of which we coordinate directly with your bank.
Do you file returns for NRIs in US/UK/Middle East timezones?
Yes, most of our client calls are scheduled in the evening IST specifically to work with US and UK morning hours, and we're comfortable working entirely over email and video call for clients we may never meet in person.
What's the difference between NRE and NRO account taxation?
NRE account interest is tax-exempt in India for NRIs; NRO account interest is taxable and has TDS deducted at source — which account you should be depositing into depends on the income source, and we review this as part of onboarding.
I'm moving back to India permanently — what should I plan for?
Returning NRIs need a residency status review, a plan for existing foreign assets and accounts, and often a reassessment of RNOR (Resident but Not Ordinarily Resident) status, which can give a multi-year tax transition window if planned correctly.
Client reviews
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Suresh V. (NRI, Dubai)
March 2026Priya handled the sale of my Mumbai flat and the repatriation process end to end, including the 15CB certificate. Evening calls made it easy to coordinate from the UAE.
Kavya M.
January 2026Moved back to India after 8 years abroad and she explained RNOR status in a way that actually made sense. Saved us real money in the transition year.
Submit an enquiry
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