AI-first wealth management for affluent Indians and Global NRIs. Mutual funds, insurance, estate planning, private markets, and family office — one platform, every generation.
Comprehensive wealth growth through data-driven mutual funds, custom insurance coverage, and tax-efficient strategies.
Navigating the complexities of FEMA regulations, cross-border tax implications, and specialized Indian investment vehicles.
Preserving multi-generational legacies with institutional-grade family office services and succession expertise.
12 specialized verticals integrated into a single wealth management platform.
Mutual Funds
Insurance
Loans
NRI Services
Estate Planning
Real Estate
Family Office
Tax Advisory
Pre-IPO
Gold & SGBs
Bonds
Education
Trained on thousands of pages of Indian Tax Law, FEMA guidelines, and SEBI regulations. Zeno provides real-time clarity on complex financial structures without the billable hours.
Context-Aware
Understands your specific residential status and asset locations.
Instant Regulatory Check
Immediate cross-referencing with latest Union Budget updates.
Multi-Asset Intelligence
Covers MFs, insurance, pre-IPO, gold, bonds, and real estate in one conversation.
Hello. I am Zeno. How can I assist with your wealth today?
Can I buy property in India as an NRI? What are the FEMA restrictions?
As an NRI, you can purchase residential or commercial property without special permission. However, agricultural land, plantation property, or farmhouses are restricted. Payments must be through NRE/NRO/FCNR accounts.
Would you like me to detail the repatriation rules for sale proceeds?
India's wealth is growing faster than anywhere else. We're building the platform to manage it.
350K+
HNIs in India
Growing 12-15% CAGR
32M
NRIs Worldwide
$125B+ annual remittances
$6.7T
Indian HNI Wealth
Fastest-growing globally
12
Wealth Verticals
One unified platform
Book a 30-minute consultation with our advisors. We'll map your assets, identify gaps in insurance and estate planning, and create a personalized wealth roadmap.
No commitment required. Available for Indians and NRIs worldwide.
Everything you need to know about ZenoWealth.
ZenoWealth is an AI-first wealth management platform for affluent Indians and NRIs. We offer 12 wealth verticals — including mutual funds, insurance, estate planning, private markets, tax advisory, and family office — all under one unified platform. Our AI advisor, Zeno, provides instant clarity on complex financial structures.
Yes. ZenoWealth is AMFI registered and distributes mutual funds and AIFs through regulated platforms. NRIs can invest through their NRE/NRO accounts, subject to FEMA compliance which our team handles end-to-end. We support investors in the US, UK, UAE, Canada, Singapore, and Australia.
We provide comprehensive NRI financial services including FEMA compliance advisory, DTAA (Double Tax Avoidance Agreement) optimization across 90+ countries, RNOR status planning for returning NRIs, Power of Attorney management, remittance advisory, and NRE/NRO account guidance.
Zeno is our AI assistant trained on Indian Tax Law, FEMA guidelines, and SEBI regulations. It provides instant, context-aware answers — from NRI property purchase rules to capital gains tax optimization — without billable hours. Zeno understands your residential status, asset locations, and applicable treaty benefits.
ZenoWealth serves clients across tiers. Mutual fund SIPs start at INR 500/month. Insurance and loan advisory have no minimums. For shared family office services, the threshold is INR 25 crore AUM. Estate planning, NRI advisory, and tax services are available to all clients.
Yes. We provide access to pre-IPO opportunities in both US and Indian markets — including unlisted shares of companies approaching listing and curated US pre-IPO SPVs. This is subject to applicable regulatory requirements including LRS limits (USD 250K/year) for NRIs.
ZenoWealth combines breadth and depth that no single platform offers. We cover 12 verticals — from mutual funds and insurance to estate planning, family office, and pre-IPO access. Our AI-first approach and cross-border expertise (FEMA, DTAA, NRI property) go beyond what super-apps or NRI-only platforms provide.
Yes. Our estate management vertical covers digital wills, succession planning, nominee audits, and trust structuring. This is especially critical for NRIs with assets in multiple countries and for business families planning intergenerational wealth transfer.