A Modern Wealth Practice
for a Mobile Generation.
Cross-border wealth management is fragmented by design. ZenoWealth brings it under one advisory relationship.
The Problem We Solve
India's wealth is growing faster than anywhere else — 350,000+ HNIs, $6.7 trillion in combined wealth, and 32 million NRIs worldwide sending $125 billion back home every year. Yet the wealth management industry remains fragmented.
An affluent Indian or NRI today juggles separate providers for mutual funds, insurance, tax filing, estate planning, and property management. There's no single platform that handles cross-border tax (DTAA across 90+ countries), FEMA compliance, and investment management under one roof.
ZenoWealth changes that. We bring 12 wealth verticals into a single unified platform — from SIPs starting at INR 500/month to family office services for INR 100 crore+ families.
What Sets Us Apart
NRI-First
We don't bolt on an "NRI tab" as an afterthought. FEMA, DTAA, RNOR, PoA — cross-border complexity is our core competency, not an add-on.
12 Verticals, One Platform
MFs, insurance, loans, NRI services, estate planning, real estate, family office, tax, pre-IPO, gold, bonds, and education planning — all under ZenoWealth.
Generational Thinking
Estate planning, wills, succession, and family office — we structure wealth to outlast any single generation. Over 80% of Indians die intestate.
Regulated & Compliant
AMFI registered for mutual fund distribution. IRDAI authorized for insurance via POSP. SEBI compliant across all advisory activities.