Invest in India with clarity from anywhere you live. 

A proactive partner for NRI wealth management in India.

Clear guidance. Structured portfolios. Ongoing support.

₹750+ Cr

AUM on platform

7-day

WhatsApp support

50+

AMCs integrated

100%

digital onboarding

10,000+

Investors

EverWealth Profile 360

A comprehensive review that helps NRIs get investment-ready through

Total Portfolio Value ₹2 Cr

India’s growth is long-term.
Navigating it needs the right guidance. 

India remains a strong, fast-growing economy. For NRIs in UAE and GCC, investing in India is a core part of long-term wealth creation and financial planning. 

But managing India investments from abroad requires more than access:

It requires:

Context
Discipline
Timely Action

Simple to start. Structured to grow.

01

Connect with a Financial Expert

02

Understand your current financial picture

03

Receive a clear, tailored plan

04

Start at your pace, with ongoing guidance

Complete NRI investment and wealth management services in India, in one place.

Cross-border investments often become fragmented. We bring structure to your NRI investment portfolio in India.

Grow Your Wealth

Managed portfolios aligned to your goals

Access to mutual funds, PMS, savings instruments, and alternate investments

Active investment calls, portfolio reviews and rebalancing

Protect Your Wealth

Comprehensive insurance planning

Health and life protection in India

Risk assessment and coverage reviews

Built for how NRIs actually manage finances.

We simplify NRI investment management, compliance, and taxation in India. 

Seamless Operations

Designed to reduce friction at every step.

100% digital onboarding & KYC
One consolidated portfolio view
Simple, guided onboarding
Banking & documentation support

Compliance and Taxation

For NRIs, India investment gains can often be optimised through DTAA provisions and proper filing.

End-to-end compliance checks
Folio-level correction support
Access to trusted CA partners
DTAA and tax-efficiency guidance

Built on Secure & Trusted Financial Infrastructure

Built for safety, compliance, and long-term reliability.

Your money is transferred directly from your bank account to the AMC. EverWealth never holds your money nor has access to it.
End-to-end, the process is protected by SEBI-regulated entities and secure banking systems, ensuring safe and compliant transactions.

Guidance Beyond Investing

NRI financial planning involves more than investing. Taxation, compliance, and cross-border decisions need ongoing clarity and coordination.

01

Cross-Border Financial Planning

Designed to bring more clarity to long-term financial decisions across countries.

Align India investments with global goals
Structured asset allocation guidance
Long-term planning for NRI families
02

NRI Taxation Support

For NRIs, India investment gains can often be optimised through DTAA provisions and proper filing.

Guidance on DTAA applicability
Support for NRI tax filing workflows
Access to trusted tax consulting partners
03

Regulatory & Financial Guidance

Built to help NRIs stay informed, structured, and prepared over time.

Guidance as regulations evolve
Support for financial decision-making
Ongoing review and coordination support

EverWealth brings structured guidance to NRI investing.

Most platforms respond.
We stay ahead.

Proactive Guidance

We track, review, and act, so you don’t have to. 

Structured, Not Transactional

Disciplined portfolio management for NRIs, not one-time recommendations.

Active Across Market Cycles

Guidance across volatility, corrections, and long-term growth phases. Track record of alpha generation with active management calls

Built on Experience

Tested across real market cycles with a truly risk-adjusted approach.

Relationship-Driven

A dedicated financial expert, not just a dashboard.

Built to be trusted. Structured to last.

10+ years in Indian financial markets

Backed by Rainmatter by Zerodha.

AMFI-Registered.

IIT Madras
founders

What changes when you have the right structure and guidance?

When guidance is proactive, confidence follows.

“I was already investing, but I was doing it alone.”

Based in the UAE, I had investments in India but no real guidance.

Despite being an active investor, there was no structured oversight or proactive engagement.

With EverWealth, that changed.

Regular engagement, structured reviews, and timely inputs brought clarity and confidence, leading me to gradually consolidate and strengthen my portfolio.

“I kept postponing investing because I did not know where to start.”

Working abroad, most of my savings were in fixed deposits back home. Every decision felt unclear, so I kept delaying it.

With patient, consistent guidance, a structured plan came together, and investing became something manageable, not overwhelming.

"I had an advisor before, but it felt mostly transactional and a one-way discussion about one-off products. Staying in Dubai, I had some investments in India already. The reviews were irregular, and the overall perspective on the whole portfolio was missing."

With EverWealth, things were more structured. Regular check-ins, clearer reasoning behind suggestions, and someone who actually understood the NRI side of things before recommending anything.

"Investing in India always seemed like a lot of paperwork. Years in the UAE had left my old investments and KYC in a mess. Outdated records, scattered investments with mismatched tax statuses, no clarity anywhere on the web."

The EverWealth team sorted all of it before setting up my investments. And it's been smooth-sailing ever since. Their clarity on documentation & compliance definitely deserves praise.