Jerry John K, FCMA
Founder & Senior Consultant
Jerry John K, FCMA, is a seasoned financial professional and cross-border advisory specialist with over a decade of experience serving Non-Resident Indians (NRIs), globally mobile professionals, entrepreneurs, and high-net-worth families. As a Fellow Member of the Institute of Cost Accountants of India, he brings together deep expertise in taxation, regulatory compliance, investment planning, and wealth structuring.
Prior to founding NRI Tax & Invest Services, Jerry served as Deputy Vice President (DVP) at Axis Bank, where he led client-facing teams and strategic initiatives while managing relationships with affluent and NRI clients. During his tenure, he earned recognition as one of the bank’s top-performing professionals, distinguished by his client-centric approach and commitment to excellence.
For more than a decade, Jerry has advised clients across multiple jurisdictions on complex financial and regulatory matters, including DTAA planning, FEMA-compliant repatriation, NRI taxation, capital gains planning, lower withholding tax applications, portfolio construction, and intergenerational wealth transfer strategies. His experience spans both institutional banking and independent advisory, enabling him to provide practical, well-structured solutions tailored to each client’s unique circumstances.
Jerry’s advisory philosophy is founded on three core principles: clarity, compliance, and long-term value creation. He believes that successful wealth management extends beyond investment returns and requires a disciplined approach to tax efficiency, regulatory compliance, risk management, and legacy planning.
By combining institutional-grade research with personalized advisory services, he helps clients make informed decisions with confidence while navigating the complexities of cross-border financial and tax regulations.
Areas of Expertise
- NRI Taxation and International Tax Advisory
- Double Taxation Avoidance Agreement (DTAA) Planning
- FEMA Compliance and Repatriation Advisory
- Capital Gains Tax Planning
- Lower TDS Certificate Applications
- Income Tax Return Filing and Compliance
- Wealth Management and Portfolio Advisory
- Mutual Funds and Fixed Income Investments
- Estate and Wealth Transfer Planning
- Cross-Border Financial Structuring
Professional Credentials
- Fellow Member, Institute of Cost Accountants of India (FCMA)
- Former Deputy Vice President (DVP), Axis Bank
- Over 10 Years of Experience in NRI Taxation and Cross-Border Advisory
- Specialist in DTAA, FEMA, Repatriation, and Wealth Structuring
Advisory Philosophy
“Successful wealth management is not merely about growing wealth; it is about preserving wealth, ensuring compliance, minimizing tax inefficiencies, and creating a lasting legacy for future generations.”
Location
Kerala, India
Serving clients across India, the Middle East, Europe, North America, and other global jurisdictions.