WE ARE ALWAYS FIDUCIARIES
That means we are legally and ethically bound to always act in our client’s best interest. No exceptions. We are fee base advisors only. What that means is that we do not sell commission-based investments. If your financial planner or your investments advisor is working for a bank or any other financial institution, chances are that they are NOT fiduciaries. It is very sad, some reports suggest that about 90% of financial advisors, money managers, investment advisors, insurance agents are NOT required to act as fiduciaries when it comes to providing investment advice. Many other firms receive compensation in the way of commissions (such as mutual funds), so buying and selling are encouraged regardless of how it impacts your financial plan. As fiduciaries, we are legally and ethically bound to always act in your best interest.
WE BUILD A PORTFOLIO JUST FOR YOU
We take a comprehensive approach to planning, which allows us to design a portfolio specifically suited to your personal financial situation. At NRI Wealth, we know your investment decisions, both long-term and short-term, should be as unique as your DNA. And we treat them that way. Meet us to feel the difference.
OUR FEES ARE SIMPLE AND TRANSPARENT
We believe you should always know what you’re paying and never overpay. We NEVER earn commissions or hidden fees on your investments. Take the next step and schedule a free consultation.
WE AVOID CONFLICTS OF INTEREST
We are not employed by any financial institution, that means that we can build a portfolio the way we like to get the maximum benefit to our clients. We never try to sell proprietary investment products. In fact, we don’t even have them.
AN ADVISOR WHO KNOWS YOU
There are more than 3 million Indians in the US. We are one of the very few advisors catering exclusively to NRI community. We understand that our clients have assets both in both India and the US. We also understand their Visa situations and their concerns. Therefore, we exist as a fiduciary Certified Financial Planner who can help plan your finances whether you stay in the US or go back to India for good. Over the last 15 years, we have helped thousands of clients with their retirement plans, college education planning, life insurance and helping them do financial planning while taking India assets, properties, and inheritances into consideration.
Clients First
We at NRI Wealth Management believe in putting our client’s interest first. Your experience working with us will be different than what you’ve had with other firms. We see you more as a partner than a client. You’ll have a seasoned wealth management advisor as your day-to-day contact, one who will always be available to discuss investment strategies, answer questions or connect you with the appropriate subject-matter expert on your team for the best possible advice.
