About The Consultant

Jerry John K — Founder & Senior Consultant

Jerry John K is a seasoned financial executive and cross-border consultant who combines deep institutional banking experience with a client-first focus on Non-Resident Indians. Previously serving as Deputy Vice President (DVP) at Axis Bank, Jerry led strategic initiatives and client teams, earning recognition as one of the bank's best performers during his tenure. Over the past decade he has concentrated exclusively on NRI tax, compliance, and wealth-structuring matters, helping overseas Indians preserve and grow family capital across jurisdictions.

For more than 10 years Jerry has advised high-net-worth families and globally mobile professionals on DTAA-sensitive planning, FEMA-compliant repatriation, ITR and TDS optimization, and tax-efficient portfolio construction. He blends institutional-grade research with pragmatic implementation to deliver bespoke, long-term strategies that prioritize compliance, clarity, and intergenerational continuity.

Experience & Expertise

• Former Deputy Vice President (DVP), Axis Bank — recognized as a top performer
• 10+ years focused exclusively on NRI taxation, repatriation, and cross-border advisory
• Cross-border tax planning (DTAA, TDS optimization, ITR filing)
• FEMA & repatriation advisory for NRIs
• Portfolio construction and institutional fund selection
• Estate planning and generational wealth transition