ZenoWealth exists because managing wealth across borders shouldn't require 5 different apps, 3 advisors, and a CA on WhatsApp.
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 AI-powered platform — from SIPs starting at INR 500/month to family office services for INR 100 crore+ families.
Zeno, our AI advisor, is trained on Indian tax law, FEMA regulations, and SEBI circulars. Get instant answers to complex wealth questions — no billable hours.
MFs, insurance, loans, NRI services, estate planning, real estate, family office, tax, pre-IPO, gold, bonds, and education planning — all under ZenoWealth.
We don't add an "NRI tab" as an afterthought. FEMA, DTAA, RNOR, PoA — cross-border complexity is our core competency.
AMFI registered for mutual fund distribution. IRDAI authorized for insurance via POSP. SEBI compliant across all advisory activities.