Managing wealth across borders isn't about numbers - it's about your life's work, your family's future, and your peace of mind.
I'm paying taxes in multiple countries, but I'm not sure if I'm optimizing correctly
Real estate management back home is becoming increasingly complex
My chartered accountant in India doesn't understand US tax implications
I can't get a holistic view of my investments across countries
Advanced tools & services to make every global Indian’s financial life simpler.
Automatically sync all your
family financial accounts to a single unified dashboard.
Real Time Insights
Explore a wide range of actionable insights tailored to your unique financial goals.
Financial Planning
guiding your wealth creation journey to reach your financial goals with trust.
Combine the power of AI with expert human advisory to manage your cross-border wealth at affordable cost.
AI powered insights
Expert human oversight
Cost efficiency
The digital innovation in this app has truly transformed my financial experience. It’s a must-have!
I am an NRI, for the first time ever I can see my global wealth in one place with meaningful insights.
The financial goal setting feature has helped me stay focused on my long-term objectives. Highly recommended!.
Finally, I have all my family investments in one place! The platform is so user friendly and intuitive, I love how I can see my net worth real time.
This keeps me updated on my portfolio performance and actions I need to take. It’s like having a personal financial advisor on my pocket!.
The budgeting tool has been a game-changer for me. It helped me save more than I ever thought possible.
We are the only one to provide integrated financial view of your family accounts across countries. We provide insights that help you plan, save and grow your wealth for generations.
Your Digital Family Office
Setup and control access to your family member or wealth manager or advisor to view your unified financial dashboard.
Explore what makes us exceptional, experience innovative solutions, personalized services, and seamless support that every global Indian needs.
We understand the complexities of cross border taxation for NRI’s, we are here to support all your taxation needs with ease.
Whether you retire in home country or residing country, you need a tailored and holistic plan that suits your needs.
Our experts have helped NRI’s move money across the border with compliance and fastest way, we support you at every step.
Experience seamless integration's with popular platforms for your ultimate convenience and financial efficiency.
Read-only: We cannot perform transactions on your accounts.
We don’t store your credentials don’t sell your data, no ads.
Bank level security: Data stored within boundaries and encrypted via TLS1.3, AES and SHA-256.
Downloads on Stores
Ratings out of 5
Trusted by Indians across the world, this app offers highest user satisfaction across all financial apps.
Absolutely, You can view your entire investment portfolio in one place, making tracking and managing your investments easier.
Yes, you can set up retirement goals and receive personalized recommendations to help you save and invest for retirement.
Yes, you can sign-up at investmates for free. No fee is charged for signing-up.
InvestMates is a comprehensive financial management platform that allows you to track your investments, manage your portfolio, and access a range of financial tools and resources.
