Our Services
Each service below can stand alone, but most clients need several working together — a retirement plan only holds if the tax and estate pieces agree with it.
Building a retirement income that holds its value whether you settle in Kochi, Toronto or Dubai.
Learn more →FEMA-compliant portfolios across equity, funds and property, diversified by goal and by geography.
Learn more →Life and health cover that recognises your NRI status instead of working against it.
Learn more →Residential status, DTAA relief and clean filing across every country you owe tax in.
Learn more →Wills, nominations and Power of Attorney that stand up in more than one legal system.
Learn more →Financial diagnosis, prescriptive solutions and remedial care in a single focused session — starting at ₹25,000. Preventative checkups also available.
Explore the Money Clinic →A Different Kind of Session
Not every question needs a full financial plan. Sometimes you just need a straight diagnosis, a clear prescription, and someone to help you act on it — before a deadline, not after.
The NRI Money Clinic runs on three ideas borrowed from medicine: financial diagnosis, prescriptive solutions and remedial care — with preventative checkups available for clients who'd rather catch problems early.
Explore the Money ClinicGetting Started
Tell us which service you're interested in, or book straight into the Money Clinic for a single question.
A short questionnaire covers your residency, assets and goals so the first conversation is substantive.
We walk through recommendations together and answer every question before anything is implemented.
Ongoing clients get scheduled reviews; Money Clinic clients get a written summary to keep.
