Features
Global Wealth Management
Track your US and India wealth in one place
Portfolio Management
Monitor your holdings, returns and overall portfolio health
AI Financial Coach
Your personal wealth assistant, available 24/7
Financial Planning
Set, track, and achieve your financial goals
Cashflow
Track expenses, subscriptions, and budgets automatically
Tax Planning
Maximize your tax savings with personalized strategies
Cross-Border Remittance
Send money home with better rates and no hidden fees
Family Wealth Management
See all your household finances, spending, and investments in one place
Services
Tax Planning and Filing
Tax filing, DTAA optimization, and US-India compliance
Financial Advisory
Personalized wealth strategy from NRI-specialized advisors
Repatriation of Funds
Move money home efficiently with minimal tax impact
Estate & Inheritance Planning
Protect and transfer wealth to your Indian heirs
NRI Return to India Planning
Financial roadmap for your move back to India
Retirement Planning
Build a secure retirement across US and India assets
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