About NRI Wealth Partners
Empowering Non-Resident Indians to build and preserve wealth across borders through expert financial guidance, transparent communication, and personalized strategies since 2007.
Our Mission
To empower Non-Resident Indians to build and preserve wealth across borders through expert financial guidance, transparent communication, and personalized strategies that align with their unique needs and goals.
Our Vision
To be the most trusted financial partner for the global Indian diaspora, known for exceptional service, deep expertise, and unwavering commitment to our clients' financial success.
Our Core Values
Integrity
Unwavering commitment to ethical practices
Client-First
Your financial success is our priority
Expertise
Deep knowledge of NRI financial landscape
Transparency
Clear communication at every step
Meet Our Expert Team
Led by seasoned professionals with decades of combined experience in wealth management and financial advisory
Anil Parekh
Founder & Chief Investment Advisor
Chartered Accountant | 18+ Years Experience
Mr. Anil Parekh is a distinguished Chartered Accountant and investment advisor with over 18 years of specialized expertise in wealth management, financial planning, and investment advisory services. Since establishing Anil Parekh & Co. in 2007, he has built a reputation for delivering exceptional financial services to a diverse clientele spanning individuals and corporations.
Throughout his career, Mr. Parekh has served more than 90 corporate clients and 1,400+ individual clients, providing comprehensive solutions in tax calculation, income tax audits, GST consultancy, internal controls, business planning, and corporate finance. His holistic approach to wealth management emphasizes customized strategies that align precisely with each client's short- and long-term financial goals.
With deep expertise in market dynamics, tax-efficient investment strategies, and sophisticated risk management, Mr. Parekh has become a trusted advisor for Non-Resident Indians seeking to navigate the complexities of cross-border financial planning.
Core Expertise:
Avani Parekh
Co-Founder & Wealth Management Specialist
AMFI Registered Mutual Fund Distributor | Sub-Broker (IIFL)
Mrs. Avani Parekh brings extensive expertise and a client-centric approach to wealth management, specializing in mutual fund distribution and equity market advisory. Since 2012, she has been instrumental in helping clients achieve their financial goals through disciplined, transparent, and goal-oriented investment strategies.
As an AMFI registered Mutual Fund Distributor with NJ India Invest Pvt. Ltd. and Sub-Broker with IIFL Capital Services Ltd., Mrs. Parekh manages an impressive portfolio with Assets Under Advisory exceeding ₹250 Crores. Her client base includes 500+ individual investors and 40+ corporate clients, all of whom benefit from her deep understanding of market dynamics and investment products.
Mrs. Parekh's philosophy centers on building long-term financial security through disciplined mutual fund investments, strategic asset allocation, and comprehensive financial planning. She is particularly skilled at goal-based planning, helping NRI families align their investments with life milestones such as education, retirement, and wealth transfer.
Core Expertise:
Professional Affiliations
Institute of Chartered Accountants of India (ICAI)
Association of Mutual Funds in India (AMFI)
IIFL Capital Services Ltd.
NJ India Invest Pvt. Ltd.