🌏 For NRIs — India + Abroad

Your money is split across two countries. Your plan shouldn't be.

RSUs and a 401k here. SIPs, EPF and a flat back home. Parents to support, and a question you can't quite answer: when can I actually move back to India?

We build your complete cross-border financial plan — expert-made, in one clear document.

Get my plan — $199 See what's included

Delivered in 3 days · One-on-one call included · Built on a CFP-grounded engine

Founding price for the first 20 clients — $99 instead of $199.

Sound familiar?

Generic tools assume all your money lives in one country. Yours doesn't.

RSUs + SIPs, no single view

Vesting stock in USD, mutual funds in INR — and no one place that adds it all up in the currency you think in.

"When can I move back?"

The question every NRI asks at 35. You need a number and a date, not a vibe.

Parents + property back home

Supporting family, an India flat, NRE/NRO accounts — real commitments a US-only planner ignores.

Two tax systems

Income and gains that touch both the US and India — and the fear of an expensive mistake.

What you get

One complete, expert-built plan — not another app to figure out yourself.

  • Dual-currency net worth — every asset across India and abroad, rolled up in your home currency.
  • Your "retire in India" number — the corpus and the date, based on your real numbers and target city.
  • RSU & concentration strategy — how much of your net worth is riding on one stock, and what to do about it.
  • Goal & SIP roadmap — kids' education, India property, retirement — funded and sequenced.
  • A prioritised action list — the specific next moves, ranked by what matters most.
  • A branded PDF + a 30-minute call to walk through it and answer your questions.

How it works

1

Share your numbers

A short, secure form. No bank logins — ever.

2

We build your plan

Expert-made on our CFP-grounded engine, tailored to your cross-border life.

3

Get it in 3 days

Branded PDF plus a 30-minute call to walk through every number.

Complete NRI Plan

$199 one-time

Founding price: $99 for the first 20 clients

For context: a cross-border planner session runs $200–500, and NRI tax filing $300–800/yr. This is your whole plan, delivered — for less than one mistake.

Start my plan

Want it kept live and updated year-round? Add ongoing access for $19/mo after your plan.

Built by Pavan Polineni Grounded in the CFP curriculum Bank-grade encryption, no account access

This is a personalised financial planning service, not investment, tax, or legal advice. You stay in control of every decision.

Start your plan

Tell us a little about your situation. We'll reply within one business day to begin.

Founding price $99 for the first 20 clients · Delivered in 3 days