Cross-border document & tax filing service for Global Indians
The Opportunity
Global Indians managing wealth across multiple countries face friction in handling compliance paperwork, tax filings, and document coordination across jurisdictions. Banks offer products but not the unglamorous legwork — someone needs to physically collect, organize, file documents across India and their adopted country without them lifting a finger.
Market Size
₹500 Cr addressable market — 3.5 million Global Indians with ₹10 lakh+ annual income, each spending ₹1,500–5,000/year on cross-border document management
Business Model
Annual retainer (₹12,000–25,000/client/year) for document collection, organization, tax compliance filing coordination, and quarterly report generation. Charge ₹500–1,000 per additional jurisdiction filing.
Annual retainers: 50 clients × ₹18,000 = ₹9 lakh/yearPer-filing charges: 200 filings/year × ₹800 = ₹1.6 lakh/yearCommission from referrals to CA/tax advisors: 20 referrals × ₹2,000 = ₹40,000/year
Your 30-Day Action Plan
Register as a proprietorship under GST (Service – Code 9989). Create a basic service menu: document collection, tax file organization, compliance reminder system.
Target 10 Global Indian WhatsApp groups, LinkedIn communities, and local NRI societies. Offer first 5 clients a 3-month pilot at ₹5,000 flat (vs. ₹6,000/quarter normal).
Hire 1 part-time field agent to collect documents from homes/offices in 2-3 city zones. Set up a Google Drive filing system indexed by client + country + document type.
Close first 5 paid pilots. Document their feedback. Establish relationships with 2–3 CA firms for referral commissions. Launch referral incentive: ₹500 credit for client referrals.
Compliance & Regulatory Angle
GST registration under service code 9989 (Other professional, technical and business services not elsewhere classified). No separate license needed. Maintain client confidentiality under contract. If handling tax filing on behalf, partner with licensed CAs rather than filing directly.
Ready to Act on This Opportunity?
Generate a 7-step execution plan — validate the market, build the MVP, model the financials, map the risks, and ship in 30 days.