Full-service wealth, tax & compliance solutions for NRIs worldwide
Trusted Financial Guidance Across Borders Since 2007
Comprehensive Financial Services for NRIs
From investment advisory to tax planning, we offer a complete suite of wealth management services designed specifically for the Non-Resident Indian community.
NRI Investment Advisory
Tax-efficient cross-border investment strategies tailored for Non-Resident Indians.
Learn MoreMutual Fund Planning
AMFI registered, goal-based mutual fund investment and distribution services.
Learn MoreTax Planning & Compliance
Expert guidance on India-US taxation, FEMA compliance, and cross-border tax optimization.
Learn MoreRetirement Planning
Build a secure retirement corpus across borders with comprehensive planning.
Learn MorePortfolio Management
Active portfolio monitoring, rebalancing, and performance optimization services.
Learn MoreEstate Planning
Secure wealth transfer and succession planning for your family's future.
Learn MoreMoving Back to India
Complete relocation advisory for NRIs with tax, investments, RNOR status, and repatriation.
Learn MoreOur Investment Products
Our offerings include GIFT City products, Mutual Funds and Alternative Investment Funds (AIFs).
GIFT City Products
Access to India's International Financial Services Centre (IFSC) offerings
- ✓Tax-efficient investment structures
- ✓Global investment opportunities
- ✓Regulatory advantages for NRIs
Mutual Funds
AMFI-registered mutual fund distribution and advisory services
- ✓Goal-based fund selection
- ✓SIP planning and automation
- ✓Regular portfolio rebalancing
Alternative Investment Funds
Access to AIFs, PMS, and sophisticated investment products
- ✓Diversification beyond traditional assets
- ✓Professional fund management
- ✓Access to private equity and venture capital
Whether you're looking for traditional mutual funds, cutting-edge GIFT City opportunities, or alternative investments, we provide access to a comprehensive range of products tailored for NRI investors.
Explore All Products & ServicesNRI Compliance Made Simple
We help NRIs with FEMA, FATCA, CRS, repatriation, NRE/NRO/FCNR rules.
FEMA Compliance
Expert guidance on Foreign Exchange Management Act regulations for NRIs
FATCA & CRS
Complete assistance with FATCA and Common Reporting Standard compliance
Repatriation
Seamless fund repatriation services in line with RBI guidelines
NRE/NRO/FCNR
Comprehensive support for NRI account types and regulations
Stay Compliant, Stay Stress-Free
Navigating cross-border regulations can be complex. Our team ensures you remain compliant with all Indian and international regulations, giving you peace of mind to focus on growing your wealth.
- Regular updates on regulatory changes
- Expert filing and documentation support
- Proactive compliance monitoring
Virtual Family Office
We manage your wealth like an in-house team across investing, taxation and estate planning.
For high-net-worth NRI families, we provide comprehensive wealth management services that function like your personal family office—without the overhead costs. Our team coordinates all aspects of your financial life, giving you peace of mind and more time to focus on what matters most.
Learn More About Our Family Office ServicesWhat We Manage
- Holistic wealth management coordination
- Investment management across all asset classes
- Tax planning and compliance oversight
- Estate and succession planning
- Cash flow and liquidity management
- Consolidated financial reporting
Dedicated Service: Each family is assigned a dedicated relationship manager who coordinates all services and ensures seamless execution.
Why Choose NRI Wealth Partners?
Your trusted partner for cross-border wealth management
18+ years of proven expertise in NRI financial planning
Chartered Accountant with deep tax and compliance knowledge
AMFI registered mutual fund distribution services
Understanding of both Indian and international markets
Personalized service with transparent communication
Track record with 500+ satisfied clients and ₹250+ Cr AUA
Success Stories
See how we helped NRIs build wealth globally
USA-based IT Professional
Wealth Growth: 3.2x in 5 years
Helped Rajesh, a software engineer in Silicon Valley, build a diversified portfolio across mutual funds and equities while optimizing for tax efficiency. His disciplined SIP approach and our strategic guidance resulted in impressive wealth accumulation.
₹85L → ₹2.7Cr
UK-based NRI Family
Seamless Return to India
Guided the Sharma family through their move back to India, managing RNOR status optimization, fund repatriation, and investment restructuring. They now enjoy tax-efficient passive income while settling in Bangalore.
£450K Successfully Repatriated
Dubai-based Entrepreneur
Family Office Setup
Established a comprehensive virtual family office for Amit, managing investments across asset classes, tax planning for multiple entities, and succession planning for his growing business empire.
₹12Cr AUA Managed
Names and specific details have been modified to protect client privacy. Results shown are based on actual client outcomes and may not be typical. Past performance does not guarantee future results.
Meet Your Trusted Advisors
Led by experienced professionals with over 18 years of expertise in wealth management and financial advisory
Anil Parekh
Chartered Accountant | 18+ Years Experience
Founder & Chief Investment Advisor with deep expertise in wealth management, tax planning, and corporate finance.
What Our Clients Say
Trusted by NRIs worldwide for expert financial guidance
"Excellent service and expert guidance on NRI investments. Anil and Avani helped me navigate complex tax implications and build a solid portfolio. Highly recommended!"
R.S.
San Francisco, USA
Ready to Secure Your Financial Future?
Schedule a free consultation with our expert advisors and discover personalized wealth management solutions