Amol Desai on the Passport To Wealth® Podcast: Indian Bank Accounts, Mutual Funds, and U.S. Taxes

October 29, 2026

Originally produced and released by Passport To Wealth®.

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I recently joined the Passport To Wealth® podcast, a platform that connects globally mobile Americans with licensed cross-border financial professionals, for a conversation about the financial questions that come up when you have ties to both the U.S. and India.

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What we covered

My path from engineering student to cross-border financial advisor
The wealth and education assumptions behind first-generation immigrant households
NRE versus NRO accounts: what each account is for
How Indian mutual funds can become a U.S. tax problem
What to ask before hiring a cross-border advisor

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Watch and listen

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You can watch the full episode above, or find the original on the Passport To Wealth® YouTube channel. To learn more about Passport To Wealth® or find a cross-border advisor, visit passporttowealth.com or browse their advisor directory.

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If you have ties to India and want help thinking through your own situation, you can schedule a complimentary discovery call or email amol@perceptivewealth.com.

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The content presented here is for informational and educational purposes only and is not a substitute for advice from a qualified tax, financial or legal professional.

Amol Desai on the Passport To Wealth® Podcast: Indian Bank Accounts, Mutual Funds, and U.S. Taxes

October 29, 2026

Amol Desai joins the Passport To Wealth® podcast to discuss NRE and NRO accounts, Indian mutual funds and U.S. tax reporting, and what to ask before hiring a cross-border advisor.

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