🇺🇸 🇮🇳 Dual-Country Financial Roadmap

Your Wealth.
Visualized.

Track US + India assets, optimize cross-border taxes, and simulate retirement across jurisdictions with absolute precision.

NRIVIZ Dashboard

$1M+

Portfolio Demo

17+

Account types

2

Jurisdictions

Trusted by Global Citizens tracking assets at

CHASE HDFC FIDELITY VANGUARD ICICI SBI SCHWAB
Features

Everything you need.
Designed for depth.

Purpose-built for the unique financial complexity of the modern NRI life.

📊

Unified Net Worth

See US + India assets in one view. Track 11+ account types from 401(k) to NRE/NRO. Auto-converts INR ↔ USD with live rates.

💰

Cross-Border Tax Engine

Year-aware IRS tax brackets, DTAA optimization, FBAR/FATCA compliance alerts, and dual-country tax savings.

📈

Monte Carlo Projections

1,000-simulation retirement projections with Social Security, RMDs, and "Retire in India" toggle.

🤖

AI Advisor

Context-aware AI that understands your portfolio, tax situation, and NRI-specific needs.

📋

Will & Succession

Generate legally-formatted wills for US or India, with beneficiary management and PDF export.

🛡️

Data Sovereignty

Your data is yours. Export full portfolio state to JSON or import statements without server-side storage.

Jurisdictions

Built for Dual-Jurisdiction Complexity

Fully compliant with US and India financial systems and tax laws.

🇺🇸

United States

  • 401(k), IRA, Roth IRA, HSA tracking
  • IRS tax brackets
  • Social Security estimation
  • FBAR & FATCA compliance tools
🇮🇳

India

  • NRE/NRO & NRE-FD management
  • DTAA treaty optimization
  • RNOR status tax window planning
  • Ancestral property & FEMA compliance
Transitions

Helping you through life-changing events

We provide the roadmap for the most significant personal and financial shifts in an NRI's life.

🛫

Phased Return Plan

Strategic 5-year roadmap for relocating from the US to India. Manage transition and settlement with precision.

  • RNOR tax window optimization
  • Phased asset liquidation
🛡️

Legacy Guard

Navigate inheritance with dignity. "Time-to-Liquidity" estimation for managing assets across borders.

  • Succession certificate roadmap
  • Repatriation guidance
🏥

Healthcare Bridge

Compare US Medicare with Indian private healthcare. Plan your pre-65 bridge for early retirement.

  • Medicare Part B/D eligibility
  • Global cost benchmarks
🏡

Ancestral Property

Evaluate "Keep & Rent" vs "Sell & Repatriate". Data-driven decisions for your family estate.

  • TDS & LTCG calculators
  • FEMA compliance help
🛂

Immigration Tracker

Monitor your H-1B to Green Card journey. Track residency days to maintain non-tax residency status.

  • 183-day residency monitor
  • Visa status milestone alerts
🤝

Expert Marketplace

Connect with vetted CPAs, lawyers, and real estate experts specialized in cross-border wealth.

  • Vetted NRI service providers
  • Direct expert consultation
The Platform

A Native Experience on Any Device

High-speed interactions, beautiful visualizations, and deep financial intelligence.

Intelligent Dashboard

Everything in one high-fidelity view. Track cross-border net worth, liquid reserves, and compliance alerts with institutional precision on any screen.

Consolidated Accounts

Connect 18+ account types across jurisdictions. Native support for US 401(k) / IRA and Indian NRE/NRO / Fixed Deposits with real-time conversion.

Global Cash Flow

Gain absolute clarity on your income and expenses. Visualize your global liquidity and track your cross-border savings rate with precision.

Goal-Based Planning

Visualize your path to US property or Indian early retirement. Precision tracking that accounts for dual-country inflation and exchange rates.

Monte Carlo Analysis

Simulate 1,000+ market scenarios. Determine your safe withdrawal rate and "Retire in India" feasibility with absolute data-driven confidence.

Cross-Border Tax Engine

Drill down into dual-country tax liability. Track FBAR/FATCA thresholds and optimize DTAA benefits to protect your global wealth.

Succession & Protection

Manage beneficiaries and generate legally compliant wills across borders. Ensure your global estate is protected for the next generation.

AI Financial Advisory

Get personalized, context-aware financial advice 24/7. Our AI understands your global portfolio, tax situation, and NRI-specific retirement goals.

Pricing

Pricing for Every Journey

Start with a demo, upgrade when you need precision. Cancel anytime.

Basic
$0/yr
  • ✓ Limited accounts tracked
  • ✓ Unified net worth view
  • ✓ Basic simulation scenarios
  • ✕ No edits after onboarding
  • ✕ No AI Advisory access
Try Demo
FAQ

Questions?
We have answers.

Expertly curated answers to the most common cross-border wealth questions.

Product & Features

What accounts are supported?

▼

We support 17+ account types across the US and India, including 401(k), IRA, HSA, Brokerage, NRE/NRO Fixed Deposits, PPF, EPF, and more.

Can I track Indian real estate?

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Yes. You can add non-liquid assets like real estate with historical cost and current valuation. NRIVIZ helps you estimate the Time-to-Liquidity for these assets.

Is there a mobile app?

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NRIVIZ is a progressive web app (PWA) designed for high-fidelity performance on both mobile and desktop browsers. No download required.

Tax & Compliance

Does this replace a CPA?

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No. NRIVIZ is an intelligence tool. We provide structured data and projections to help you have much higher-value conversations with your tax professional.

Does NRIVIZ help with FBAR and FATCA?

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Specifically. We monitor your aggregate foreign account balances and alert you if you cross the $10k (FBAR) or $50k+ (FATCA) filing thresholds.

What is RNOR status tracking?

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For those returning to India, we track the Resident but Not Ordinarily Resident (RNOR) window, helping you optimize the 2-3 year tax holiday for foreign income.

Security & Privacy

Is my financial data safe?

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Your data is encrypted using AES-256. We use SOC 2 Type II certified infrastructure and prioritize data sovereignty—your data is yours to export at any time.

Where is my data stored?

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We offer flexibility based on your preference. You can choose Cloud Sync for encrypted, multi-device access, or use Local Mode by uploading your data from a local backup file. In Local Mode, your information remains entirely on your device.

Still have questions?

1-(469) 712-5616 Email Support