Track US + India assets, optimize cross-border taxes, plan retirement across jurisdictions, and protect generational wealth — all in one beautiful, intelligent platform.
Portfolio Demo
Account types supported
Tax jurisdictions
Purpose-built for the unique financial complexity of living in the US while holding assets in India.
See US + India assets in one view. Track 11+ account types from 401(k) to NRE/NRO. Auto-converts INR ↔ USD with live exchange rates.
Year-aware IRS tax brackets, DTAA optimization, FBAR/FATCA compliance alerts, and dual-country tax savings strategies.
1,000-simulation retirement projections with Social Security, RMDs, NRI-specific scenarios, and "Retire in India" toggle.
Context-aware AI that understands your portfolio, tax situation, and NRI-specific needs. Answers complex cross-border questions.
Generate legally-formatted wills for US or India, with beneficiary management, asset allocation, and PDF export.
12+ dynamic triggers for FBAR deadlines, FATCA thresholds, advance tax installments, TDS certificates, and RMD requirements.
We believe you should own your financial data. NRI Wealth is built with a focus on privacy and data sovereignty.
Import your existing portfolio via CSV or use our AI-powered document scanner to parse PDF statements locally on your device.
Export your entire portfolio state — including accounts, transactions, and historical data — into a secure JSON file at any time.
View and manage your portfolio even without an internet connection. Data is stored locally and syncs only when you're ready.
A native-feeling experience optimized for high-speed interactions and cross-border complexity.
Your entire financial life in one place. Real-time INR/USD conversion, asset allocation, and family wealth tracking across borders.
Connect and track 401(k), IRA, NRE/NRO, and fixed deposits. Every account type an NRI holds is supported natively.
Visualize progress for US college funds or India real estate purchases. Intelligent projections show if you're on track.
Simulate thousands of scenarios to ensure your money lasts, whether you retire in the US, India, or split your time.
Estimate dual-country tax liability, track DTAA benefits, and manage FBAR/FATCA thresholds without the headache.
Uncover hidden savings in both jurisdictions. From Roth conversions to NRI-specific tax-free bonds in India.
Ensure your wealth reaches the next generation. Plan for US trusts and Indian wills with cross-border beneficiary management.
Never miss a compliance deadline or an optimization opportunity. Personalized tasks keep you ahead of the game.
Solve the "India vs USA" dilemma with our Life Factors Matrix. Score healthcare, family, and infrastructure to get a personalized verdict (Lean India, Hybrid, or USA) backed by Portfolio Benefit Analysis.
Every feature understands both US and India financial systems, tax laws, and compliance requirements.
Full US financial stack support
Deep NRI-specific India support
We provide the roadmap for the most significant personal and financial shifts in an NRI's life.
Strategic 5-year roadmap for relocating from the US to India. Manage exploration, transition, and settlement phases with legal and financial precision.
Navigate the loss of a family member with dignity. Our "Time-to-Liquidity" estimator helps you manage inheritance across jurisdictions.
Compare US Medicare and ACA plans with Indian private healthcare. Plan your pre-65 bridge for early retirement across countries.
Make data-driven decisions on inherited land. Evaluate "Keep & Rent" vs "Sell & Repatriate" vs "Renovate for Retirement".
Start with a demo, upgrade when you need more. No hidden fees. Cancel anytime.
Perfect for getting started
For serious NRI financial planning
For high net worth families
"Finally, a platform that understands I have a 401(k) in the US and mutual funds in India. The unified dashboard saved me hours of spreadsheet tracking."
"The FBAR compliance alerts alone are worth the subscription. I nearly missed a filing deadline last year — this tool prevents that anxiety entirely."
"The Monte Carlo retirement sim with the 'Retire in India' toggle is genius. It showed me I could retire 5 years earlier by splitting time between countries."
Your data is encrypted at rest and in transit using AES-256 and TLS 1.3. We use Google Firebase as our infrastructure provider, which is SOC 2 Type II certified. We never store bank credentials — you manually enter account balances.
No. NRI Wealth is a financial intelligence tool that helps you organize, visualize, and plan your cross-border finances. We help you have better conversations with your advisor by providing clear data, but we don't provide personalized financial advice.
We support 17+ account types: savings, checking, 401(k), IRA, HSA, brokerage, RSUs, stock options, mutual funds, NRE/NRO accounts, fixed deposits, PPF, EPF, gold bonds, real estate, life insurance, and more.
We fetch live INR/USD exchange rates from reliable financial APIs and update throughout the day. Your net worth automatically adjusts based on the current rate, and you can toggle between USD and INR display.
Absolutely! We have a demo mode with sample data so you can explore the full platform before committing. Pro subscribers get a 14-day free trial.
The will template follows standard legal formats for both US and Indian jurisdictions. However, we recommend having the generated document reviewed by a licensed attorney in your state/territory before signing with witnesses.