Services & Plans
Thoughtful plans for complex cross-border lives
Whether you're worried about taxes, wealth and estate planning, or immigration and OCI, Needful gives you a clear, personal roadmap—not just a stack of documents.
Cross-Border Tax Clarity
Understand your US–India tax position, avoid double taxation, and know exactly what needs to be filed and when.
Wealth & Estate Strategy
Map your India and US assets, inheritance, and estates into one coherent plan that protects your family across borders.
Immigration & OCI Support
Keep your OCI, visa status, and India ties in sync with your long-term plans, without constant paperwork anxiety.
Starter
Diagnostic
Free
No cost, no commitment
For NRIs who want a clear, one-time snapshot of their cross-border situation.
- • Guided onboarding questionnaire
- • Document upload & AI-powered review
- • NRI Wealth Diagnostic dashboard
- • PDF report with action items
Most Popular
Concierge
Guided Plan
$500
per year
For families who want Needful to sit on their side of the table and coordinate the details.
- • Everything in Diagnostic
- • Priority document review
- • Coordination with tax, legal & wealth advisors
- • Email support for follow-up questions
Needful is not a law firm or tax filing service. We work alongside your advisors to give you clarity, structure, and follow-through on the things that matter most across the US and India.