🇺🇸 🇮🇳 Dual-Country Financial Roadmap

Your Wealth.
Visualized.

Track US + India assets, optimize cross-border taxes, and simulate retirement across jurisdictions with absolute precision.

NRIVIZ Dashboard

$1M+

Portfolio Demo

17+

Account types

2

Jurisdictions

Trusted by Global Citizens tracking assets at

CHASE HDFC FIDELITY VANGUARD ICICI SBI SCHWAB
Features

Everything you need.
Designed for depth.

Purpose-built for the unique financial complexity of the modern NRI life.

📊

Unified Net Worth

See US + India assets in one view. Track 11+ account types from 401(k) to NRE/NRO. Auto-converts INR ↔ USD with live rates.

💰

Cross-Border Tax Engine

Year-aware IRS tax brackets, DTAA optimization, FBAR/FATCA compliance alerts, and dual-country tax savings.

📈

Monte Carlo Projections

1,000-simulation retirement projections with Social Security, RMDs, and "Retire in India" toggle.

🤖

AI Advisor

Context-aware AI that understands your portfolio, tax situation, and NRI-specific needs.

📋

Will & Succession

Generate legally-formatted wills for US or India, with beneficiary management and PDF export.

🛡️

Data Sovereignty

Your data is yours. Export full portfolio state to JSON or import statements without server-side storage.

Jurisdictions

Built for Dual-Jurisdiction Complexity

Fully compliant with US and India financial systems and tax laws.

🇺🇸

United States

  • 401(k), IRA, Roth IRA, HSA tracking
  • IRS tax brackets
  • Social Security estimation
  • FBAR & FATCA compliance tools
🇮🇳

India

  • NRE/NRO & NRE-FD management
  • DTAA treaty optimization
  • RNOR status tax window planning
  • Ancestral property & FEMA compliance
Transitions

Helping you through life-changing events

We provide the roadmap for the most significant personal and financial shifts in an NRI's life.

🛫

Phased Return Plan

Strategic 5-year roadmap for relocating from the US to India. Manage transition and settlement with precision.

  • RNOR tax window optimization
  • Phased asset liquidation
🛡️

Legacy Guard

Navigate inheritance with dignity. "Time-to-Liquidity" estimation for managing assets across borders.

  • Succession certificate roadmap
  • Repatriation guidance
🏥

Healthcare Bridge

Compare US Medicare with Indian private healthcare. Plan your pre-65 bridge for early retirement.

  • Medicare Part B/D eligibility
  • Global cost benchmarks
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Ancestral Property

Evaluate "Keep & Rent" vs "Sell & Repatriate". Data-driven decisions for your family estate.

  • TDS & LTCG calculators
  • FEMA compliance help
🛂

Immigration Tracker

Monitor your H-1B to Green Card journey. Track residency days to maintain non-tax residency status.

  • 183-day residency monitor
  • Visa status milestone alerts
🤝

Expert Marketplace

Connect with vetted CPAs, lawyers, and real estate experts specialized in cross-border wealth.

  • Vetted NRI service providers
  • Direct expert consultation
The Platform

A Native Experience on Any Device

High-speed interactions, beautiful visualizations, and deep financial intelligence.

Intelligent Dashboard

Everything in one high-fidelity view. Track cross-border net worth, liquid reserves, and compliance alerts with institutional precision on any screen.

Consolidated Accounts

Connect 18+ account types across jurisdictions. Native support for US 401(k) / IRA and Indian NRE/NRO / Fixed Deposits with real-time conversion.

Global Cash Flow

Gain absolute clarity on your income and expenses. Visualize your global liquidity and track your cross-border savings rate with precision.

Goal-Based Planning

Visualize your path to US property or Indian early retirement. Precision tracking that accounts for dual-country inflation and exchange rates.

Monte Carlo Analysis

Simulate 1,000+ market scenarios. Determine your safe withdrawal rate and "Retire in India" feasibility with absolute data-driven confidence.

Cross-Border Tax Engine

Drill down into dual-country tax liability. Track FBAR/FATCA thresholds and optimize DTAA benefits to protect your global wealth.

Succession & Protection

Manage beneficiaries and generate legally compliant wills across borders. Ensure your global estate is protected for the next generation.

AI Financial Advisory

Get personalized, context-aware financial advice 24/7. Our AI understands your global portfolio, tax situation, and NRI-specific retirement goals.

Pricing

Pricing for Every Journey

Start with a demo, upgrade when you need precision. Cancel anytime.

Basic
$0/yr
  • Limited accounts tracked
  • Unified net worth view
  • Basic simulation scenarios
  • No edits after onboarding
  • No AI Advisory access
Try Demo
FAQ

Questions?
We have answers.

Expertly curated answers to the most common cross-border wealth questions.

Product & Features

What accounts are supported?

We support 17+ account types across the US and India, including 401(k), IRA, HSA, Brokerage, NRE/NRO Fixed Deposits, PPF, EPF, and more.

Can I track Indian real estate?

Yes. You can add non-liquid assets like real estate with historical cost and current valuation. NRIVIZ helps you estimate the Time-to-Liquidity for these assets.

Is there a mobile app?

NRIVIZ is a progressive web app (PWA) designed for high-fidelity performance on both mobile and desktop browsers. No download required.

Tax & Compliance

Does this replace a CPA?

No. NRIVIZ is an intelligence tool. We provide structured data and projections to help you have much higher-value conversations with your tax professional.

Does NRIVIZ help with FBAR and FATCA?

Specifically. We monitor your aggregate foreign account balances and alert you if you cross the $10k (FBAR) or $50k+ (FATCA) filing thresholds.

What is RNOR status tracking?

For those returning to India, we track the Resident but Not Ordinarily Resident (RNOR) window, helping you optimize the 2-3 year tax holiday for foreign income.

Security & Privacy

Is my financial data safe?

Your data is encrypted using AES-256. We use SOC 2 Type II certified infrastructure and prioritize data sovereignty—your data is yours to export at any time.

Where is my data stored?

We offer flexibility based on your preference. You can choose Cloud Sync for encrypted, multi-device access, or use Local Mode by uploading your data from a local backup file. In Local Mode, your information remains entirely on your device.

Still have questions?

1-(469) 712-5616 Email Support