Question 1

What is ZenoWealth?

Accepted Answer

ZenoWealth is a comprehensive wealth management platform for affluent Indians and NRIs. It offers 12 wealth verticals including mutual funds, insurance, estate planning, private markets, tax advisory, and family office services — all under one advisory relationship.

Question 2

Can NRIs invest in mutual funds in India through ZenoWealth?

Accepted Answer

Yes. ZenoWealth is AMFI registered and distributes mutual funds and AIFs through regulated platforms like NJ Wealth and Prudent. NRIs can invest through their NRE/NRO accounts, subject to FEMA compliance which our team handles end-to-end.

Question 3

What NRI services does ZenoWealth offer?

Accepted Answer

ZenoWealth provides comprehensive NRI services including FEMA compliance, DTAA (Double Tax Avoidance Agreement) optimization, RNOR status planning, Power of Attorney management, remittance advisory, NRE/NRO account guidance, and property management in India.

Question 4

How does the AI Wealth Advisor (Zeno) work?

Accepted Answer

Zeno is an AI assistant trained on Indian Tax Law, FEMA guidelines, and SEBI regulations. It provides instant, context-aware answers to wealth management questions — from NRI property rules to tax optimization strategies — without billable hours.

Question 5

What is the minimum investment to work with ZenoWealth?

Accepted Answer

ZenoWealth serves clients across investment tiers. Mutual fund SIPs start as low as INR 500/month. For family office services, the minimum AUM is INR 25 crore (shared) or INR 100 crore (dedicated). Estate planning and NRI advisory services are available to all clients.

Question 6

Can I access pre-IPO and unlisted shares through ZenoWealth?

Accepted Answer

Yes. ZenoWealth provides access to pre-IPO opportunities in both US and Indian markets, including unlisted shares of companies approaching IPO. This includes curated US pre-IPO SPVs and Indian unlisted equity, subject to applicable regulatory requirements including LRS limits for NRIs.

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