Wealth Management for the Global Indian

Building wealth across borders, rooted in trust.

NRI Money Plus is a wealth management and financial planning firm built exclusively for Non-Resident Indians — helping you grow, protect and eventually transfer your wealth across every country you call home.

18+Years of Advisory
30+Countries Served
2,400+NRI Families Advised
$1.2B+Assets Guided

What We Offer

Five disciplines. One point of contact.

Every NRI's finances stretch across at least two tax systems, two currencies and two sets of rules. We built one firm to sit across all of it.

01

Retirement Planning

Building a retirement income that holds its value whether you settle in Kochi, Toronto or Dubai.

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02

Wealth Creation

FEMA-compliant portfolios across equity, funds and property, diversified by goal and by geography.

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03

Insurance

Life and health cover that recognises your NRI status instead of working against it.

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04

Taxation

Residential status, DTAA relief and clean filing across every country you owe tax in.

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05

Estate Planning

Wills, nominations and Power of Attorney that stand up in more than one legal system.

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NMC

NRI Money Clinic

Financial diagnosis, prescriptive solutions and remedial care in a single focused session — starting at ₹25,000. Preventative checkups also available.

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Why NRI Money Plus

Advice that understands both sides of your border.

Most advisors are experts in one country's rules. We built our practice specifically around the problems that only show up when your income, your assets and your family are spread across more than one.

  • Cross-border by design — every recommendation is checked against FEMA, RBI and DTAA rules, not bolted on afterward.
  • One advisor, every geography — a single point of contact who coordinates with your bank, CA and lawyer across countries.
  • Fee-transparent planning — you always know what you're paying for advice versus product commissions.
  • Built for re-entry too — as many clients plan a move back to India as a move away from it.
Learn our story

How We Work

From first conversation to a plan that runs itself.

Understand

We map your income, assets, liabilities and goals across every country involved — usually in one 45-minute call.

Design

You receive a written plan covering investing, protection, tax and succession, with the trade-offs made explicit.

Implement

We coordinate execution with your bank, broker and local advisors so nothing gets lost in translation.

Review

Residency changes, new postings, new laws — we revisit the plan at least annually, or whenever your situation shifts.

“I'd been filing taxes in two countries for a decade without ever being sure I was doing it right. One session at the NRI Money Clinic gave me more clarity than three years of googling.”

— NRI client, Dubai

Wherever you live, your financial roots can stay strong.