Global Wealth ManagementTrack your US and India wealth in one place
Portfolio ManagementMonitor your holdings, returns and overall portfolio health
AI Financial CoachYour personal wealth assistant, available 24/7
Financial PlanningSet, track, and achieve your financial goals
CashflowTrack expenses, subscriptions, and budgets automatically
Tax PlanningMaximize your tax savings with personalized strategies
Cross-Border RemittanceSend money home with better rates and no hidden fees
Family Wealth ManagementSee all your household finances, spending, and investments in one place
Tax Planning and FilingTax filing, DTAA optimization, and US-India compliance
Financial AdvisoryPersonalized wealth strategy from NRI-specialized advisors
Repatriation of FundsMove money home efficiently with minimal tax impact
Estate & Inheritance PlanningProtect and transfer wealth to your Indian heirs
NRI Return to India PlanningFinancial roadmap for your move back to India
Retirement PlanningBuild a secure retirement across US and India assets
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InvestMates is an AI-powered wealth management platform built for NRIs and Global Indians, helping you manage cross-border money, investments, taxes, and financial goals, all in one place.

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Services

  • Tax Planning & Filing
  • NRI Financial Advisory
  • NRI Return to India Planning
  • Retirement Planning
  • Repatriation of Funds

Resources

  • Blog
  • NRI Tools
  • DTAA Calculator
  • 401k Calculator
  • Residential Status Calculator

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CIN U72900TZ2021PTC037733 | ARN 264792 | DPIIT DIPP100687

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