Wealth Management for Global Indians
Invest seamlessly in India and global markets with a trusted, SEBI-regulated wealth partner built specifically for NRIs.
Taxation & Compliance
Easy KYC
10+ Investment Assets
Top NRI Investment Challenges & Solutions
Explore the major financial challenges faced by NRIs and our actionable solutions.
- FEMA and regulatory constraints
- Taxation and repatriation uncertainty
- Limited access to quality products
- Fragmented reporting across advisors and platforms
- Unified wealth platform for NRIs
- Fully compliant structure
- End-to-end support
- Ongoing portfolio management
Designed Specifically for NRI Wealth Needs
India Market Expertise
Deep experience across Indian equities, mutual funds, PMS and alternatives-structured for NRI compliance.
Global Asset Allocation
Balanced portfolios across India, global markets, and USD assets including GIFT City opportunities.
Regulatory & Tax-Aware
Built around FEMA, DTAA, FATCA and repatriation rules-so your investments remain compliant.
Digital-First Experience
End-to-end online onboarding, reporting, and portfolio reviews—across time zones.
Comprehensive Wealth Management for NRIs
Goal-Based Financial Planning
We begin with your life goals—not products.
- •Retirement in India or overseas
- •Children's education and global mobility
- •Property purchase in India
- •Legacy and estate planning
A clear, actionable investment roadmap.
Global & USD Investing
Diversify beyond India through global markets and USD-denominated structures.
- •US equities and ETFs
- •Global diversification strategies
- •GIFT City (IFSC) funds and international AIFs
Global products with simplified compliance for NRIs.
NRI Mutual Funds
NRI-compliant equity, hybrid and debt funds across NRE and NRO structures.
Portfolio Management (PMS)
High-conviction equity portfolios with direct stock ownership and transparent reporting.
Alternative Investments (AIFs)
Access to private equity, venture capital, private credit and structured strategies.
Empowering NRIs and OCIs to create enduring wealth with excellence.
Why Invest Through a Dedicated NRI Wealth Manager
Without a Wealth Manager
- Multiple intermediaries
- Higher compliance risk
- Unclear tax outcomes
- Fragmented reporting
With Us
- Single point of accountability
- Structured, compliant investing
- Optimized tax and repatriation planning
- Consolidated portfolio view
Invest in India—Without the Paperwork
Typical go-live time: 3-5 working days
UAE • Saudi Arabia • USA • UK • Europe • Singapore • Australia
Built on Regulation, Transparency and Trust
We operate with a strong compliance-first philosophy, partnering with reputed AMC's, custodians and fund managers to deliver transparent, long-term outcomes for NRI clients.
Wealth experts with 20+ years experience
Our team combines decades of wealth management and technology experience to empower your financial journey.
Sanjeev Johari
Director - Financial Planning
Pradeep Pillai
Co-founder, Head of Wealth
Yogesh Kumar
Director, Wealthzi
Aditya Kachru
Association Director, Advisory
Harshit Singh
AVP Operations
Sanjeev Johari
Director - Financial Planning
Pradeep Pillai
Co-founder, Head of Wealth
Yogesh Kumar
Director, Wealthzi
Aditya Kachru
Association Director, Advisory
Harshit Singh
AVP Operations
Backed by Trust
Team with decades of wealth management and technology experience in managing ₹2,500 crore worth assets of 1000+ high net-worth clients.
₹ 500cr+
Assets Managed
5000+
Happy Customers
15K+
Transactions
Client Testimonials
Nivesh.com's NRI advisors helped me transition my US savings into India and GIFT City portfolios, beating inflation while ensuring full compliance. I've never felt more confident planning my return.— Sanjay S., Dubai/London
I needed short-term access for global payroll and long-term growth for my family's future in Mumbai. The team's clarity and transparency are unmatched.— Ankita P., Singapore
Build and Manage Your India & Global Wealth-The Right Way
Wherever you live, we help you invest confidently in India and beyond.
Speak with an NRI Advisor
Book a 20-minute discovery call to discuss your goals and constraints