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Guide · 6 min read

The NRI guide to tracking your US and India net worth

The short answer

NRIs can track US and India net worth together by importing Indian mutual funds from a CAS statement, adding PPF, EPF, NPS, fixed deposits and property, linking US accounts read-only, and converting everything with live USD/INR rates into one total in dollars or rupees.

What usually needs tracking

  • India: mutual funds (CAS), PPF, EPF, NPS, NRE/NRO fixed deposits, sovereign gold bonds, physical gold, a flat or land, home loans
  • US: checking and savings, brokerage, 401(k), IRA, HSA, RSUs/ESPP, credit cards, mortgage

Use the CAS statement

India's Consolidated Account Statement lists your mutual fund holdings across fund houses in one PDF. Importing it is the fastest way to get every fund into a tracker without linking each platform.

Read numbers the way you think

Indian amounts read naturally in lakhs and crores (₹81,25,000 or ₹1.2 Cr); US amounts in thousands and millions. Worthken formats each in its own convention and lets you flip the whole view between USD and INR in one tap.

Last updated October 4, 2026. General information, not financial, tax or legal advice.

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