About the Firm
NRI Money Plus was founded on a simple observation: Non-Resident Indians were being served by two disconnected worlds of advice — one in India, one abroad — and paying for the gap between them.
Our Story
We started as a small advisory practice helping Indian professionals in the Gulf manage property and remittances back home. Every conversation surfaced the same pattern: strong careers abroad, and financial decisions made in isolation — an NRE account opened on a bank's suggestion, an insurance policy bought on a visit home, a will left unwritten because no one could say which country's law applied.
Today NRI Money Plus works with Indian families across more than thirty countries, but the brief hasn't changed: give one coherent financial plan to someone whose life spans two or more jurisdictions.
Part of a Larger Practice
SimplePath FS is a Mumbai-based financial planning practice built on a simple idea: that good financial advice shouldn't be complicated. Their team works across retirement planning, income protection, children's education funding and wealth creation, steering clients toward sound, well-understood financial instruments rather than unnecessarily risky ones.
NRI Money+ draws on that same philosophy and on SimplePath's planning infrastructure, applied specifically to the cross-border problems Non-Resident Indian clients face.
Visit SimplePath FS →What Guides Us
We plan around your goals before any product conversation happens. Where commissions exist, they're disclosed before you decide.
FEMA, RBI reporting, DTAA and FATCA aren't fine print to us — they're the starting point of every recommendation.
If an explanation needs a glossary, we haven't finished it. You should understand every decision you're asked to make.
Leadership
Our advisors hold qualifications spanning Indian and international financial planning, tax and legal practice, working with NRI families across more than thirty countries from our Mumbai base.
Sets overall client strategy and leads our Mumbai advisory team, with a background in cross-border financial planning.
Oversees DTAA, FATCA/CRS and residency advisory, working closely with chartered accountants in each client's country of residence.
Structures wills, trusts and Power of Attorney arrangements that hold up across Indian and foreign legal systems.
