Tax solutions

By

GPK Business Consultancy

30% discount on purchase of services*. Discount shall be available on the Maximum Retail Price (exclusive of all taxes and out of pocket expenses).

*related to Indian taxation, Foreign Exchange Management Act (FEMA), United States (US) taxation and various specialized services.

• For any assistance / information on services, write to empanelled professionals at GPK Business consultancy at icicibankcahelp@gpk.net.in

• please mention below information on mail:

  • Name:
  • Country:
  • Phone Number (optional):
  • Services required:
  • Your specific query (please give details):

TAT for response to ICICI Bank Customers shall be 2 working days

1. Taxation Services

a. Obtaining Permanent Account Number (PAN)

b. Filing tax returns

c. Tax advisory, compliances and planning

d. Obtaining Tax Exemption Certificate (TEC) (for NIL/ Lower rate of tax)

e. Availing double tax treaty benefits (to optimize tax payment in India and the Non-Resident Indian Customer’s country of residence)

f. Attending tax assessments, litigation and appeal proceedings

2. FEMA related Services

a. Repatriation of funds from India NRO to NRE/ overseas account

b. Advisory Services, Reserve Bank of India (RBI) compliances and Reporting

i. Borrowing and lending in India and outside India

ii. Investment in India including investment through PIS/FDI Route

iii. Giving and receiving loan/gifts

iv. Planning for returning Indians and recent immigrants

3. Specialized Services

a. Tax and legal compliance on purchase/ sale of immovable property

b. Advising and planning for business-set up in India

c. Wills, Power of Attorney (POA) and other legal documents

d. Advisory on stamp duty and registration implications on legal documents estate planning through will and trust

4. US Tax Services

a. Pre-immigration planning

b. Compliances/reporting of Indian income and highest balances of assets in US tax returns

c. Advisory on gifts, estate, inheritance and its implications on NRIs

d. Foreign tax credit for taxes paid in India

e. Advisory and compliances in relation to IRS Amnesty Schemes for undisclosed foreign financial assets

March 31, 2025

Inheritance Planning

by

Inheritance Needs Services Pvt. Ltd. (INSPL)

Flat 25% off on retail rate of inheritance related services for Indian assets (PIC , PIC-R and I-Need)

• The specified Services (PIC, PIC-R and I- Need) commences with sharing of a detailed proposal enumerating the process, timeline, deliverables etc. followed by its acceptance and signing of a Non-Disclosure Agreement amongst the customer and INSPL. Post this an Invoice is raised and after payment of the Invoice a detailed information requirement checklist is sent to the customer for sending information and data relating to personal and asset details.
• Subsequently the operational process varies inter-se the different services availed i.e. PIC, PIC-R and I- Need.
• In case of any query pertaining to customer queries/complaints please call customer care at + 91 9819839688

PIC : Preparedness for Inheritance Compliance

I- Need : Inheritance needs

• Services are only for Indian assets owned and possessed by prospective clients/ customers
• Services are invoiced per individual availee (per PAN CARD No.) and payable 100% in advance in case of PIC and PIC-R and per deceased in case of I-Need service availed by the bereaved family of the deceased
• Proposal details the deliverables, time frame and other associated costs (peripheral costs which are billed as per actuals)

September 30, 2025

Investment Solutions

Equity Investment

Demat and Portfolio Investment Scheme (PIS) Asset Management Company (AMC) charges are not applicable for first year when opened as 3-in-1 account with NRI Premia variant

Loyalty Solutions

by

ASPIRE LIFESTYLES~

Applicable only to select NRI premia customers. (one per year)

Contact Bank/nearest branch/RM

~ Subject to availability of service in location. Other TnCs apply

Airport transfers – Applicable only to Select NRI PREMIA Customers at serviceable locations. Other TnCs apply

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Personal Accident – Death due to Air Accident

Cover is applicable worldwide.

• Pilots, armed forces, police, air crew are not covered.

• Claim will be payable under one card only for one incident, irrespective of the number of cards held by the customer.

• All claim documents to be submitted within 90 days of claim intimation to IL.

Exclusions:

• On duty Pilots, armed forces, police, air crew are not covered.

• Any act of terrorism is not covered.

• Death due to participation in dangerous sports activities, attempted suicide, self-injury, or under influence of intoxicating liquor or drugs, or any kind of natural death will not get covered in the policy

Contact details & Documentation Requirement for Claiming Insurance:
a. For policy details or for lodging a claim, the customer may contact ICICI Lombard call centre no.18002666, or email customersupport@icicilombard.com .

You can also write at

Card Claims team,
ICICI Lombard GIC Ltd,
1st, 4th, 5th & 6th floor, Varun Towers II,
Opp: Hyderabad Public School, Begumpet,
Hyderabad, Telangana – 500016

You can intimate, upload documents and track the status please click here

Death by Road/ Rail Accident

• Personal Accident covers accidental death due sudden, unforeseen and involuntary event caused by external, visible and violent means.
• Claim under this cover is payable only once irrespective of the number of cards held by the cardholder.
• Claim to be intimated to ICICI LOMBARD within 90 days from the date of intimation to Bank.

Exclusions:-

• On duty armed forces, Military and police are not covered
• Any act of terrorism is not covered.
• Death due to participation in dangerous sports activities, attempted suicide, self injury, or under influence of intoxicating liquor or drugs, or any kind of natural death will not get covered in the policy.

Contact details & Documentation Requirement for Claiming Insurance:
a. For policy details or for lodging a claim, the customer may contact ICICI Lombard call centre no.18002666, or email customersupport@icicilombard.com .

You can also write at

Card Claims team,
ICICI Lombard GIC Ltd,
1st, 4th, 5th & 6th floor, Varun Towers II,
Opp: Hyderabad Public School, Begumpet,
Hyderabad, Telangana – 500016

You can intimate, upload documents and track the status please click here

Lost Card Liability

· Period - 2 days pre-reporting and 7 days post-reporting, including the date of reporting.

· PIN based transaction (ATM, Internet, Telephone etc.) are not covered.

· Pre-delivery fraud is not covered.

· All fraudulent utilization of lost or stolen covered Credit Cards including at point of sale and merchant establishment transactions are covered.

· FIR is to be mandatorily submitted in case of lost card.

Contact details & Documentation Requirement for Claiming Insurance:
a. For policy details or for lodging a claim, the customer may contact ICICI Lombard call centre no.18002666, or email customersupport@icicilombard.com .You can also write at

Card Claims team,
ICICI Lombard GIC Ltd,
1st, 4th, 5th & 6th floor, Varun Towers II,
Opp: Hyderabad Public School, Begumpet,
Hyderabad, Telangana – 500016

You can intimate, upload documents and track the status please click here

Loss of passport & Travel related documents (Visa, Tickets, Etc.)

Covers for reimbursement of expenses incurred in procuring travel related documents namely Passport/ Visa. All cost incurred in procuring including application fees for the lost passport including any travel documents such as Visa in event of a loss.

Exclusion - Loss or theft of passport and travel related documents on account of being left unattended by the Insured

Contact details & Documentation Requirement for Claiming Insurance:
a. For policy details or for lodging a claim, the customer may contact ICICI Lombard call centre no.18002666, or email customersupport@icicilombard.com .You can also write at

Card Claims team,
ICICI Lombard GIC Ltd,
1st, 4th, 5th & 6th floor, Varun Towers II,
Opp: Hyderabad Public School, Begumpet,
Hyderabad, Telangana – 500016

You can intimate, upload documents and track the status please click here

GENERAL TERMS ON INTIMATION OF CLAIM:

Following details are required to register for Insurance claim from ICICI Lombard

INSURED DETAILS:

Policy number :

Insured Name :

DOL( Date of Incidence) :

NOL (with description of incidence with dates)( Nature of loss) :

Insured/Nominee Address with pin code :

Email ID :

Mobile number :

Email: ihealthcare@icicilombard.com; customersupport@icicilombard.com