Your Wealth Crosses Borders.
Your Advisor Should Too.
Traditional advisors sell products. We build strategies. A dedicated wealth advisor who coordinates your complete financial life across India, UAE, and global markets.
Everything Your Traditional Advisor Does Not Cover
Most advisors focus on selling products. Wealth covers every dimension of your financial life with a strategy-first approach.
Comprehensive Financial Planning
A complete roadmap covering every dimension of your financial life, not just investments.
Income & Expense Planning
Structure your cash flows across currencies and accounts for maximum efficiency.
Investment Planning
Globally diversified, goal-aligned portfolios across India and international markets.
Insurance Planning
Adequate life, health, and critical illness coverage across jurisdictions. No product pushing.
Tax Planning & ITR Filing
Cross-border tax optimisation with DTAA benefits, NRE/NRO structuring and capital gains strategy, plus ITR filing for multi-country income.
Loan Planning
Home loan structuring, prepayment vs. investment analysis, and cross-border borrowing guidance.
Will & Estate Planning
Ensure your assets across countries are protected and passed on according to your wishes.
Retirement Planning
Financial independence planning with clear timelines, whether you retire in India, UAE, or elsewhere.
Wealth Review
Annual comprehensive portfolio health check covering performance, risk, allocation, and tax efficiency.
How Wealth Works
From free wealth review to ongoing advisory in four simple steps
Step 1 of 4
Free Wealth Review
15 minute profile, then a 30 minute video call. Your advisor maps your full cross border financial picture. Zero obligation.
Step 2 of 4
Your Custom Plan
A personalised, globally diversified portfolio strategy. Transparent fees. No obligation.
Step 3 of 4
We Handle Setup
Accounts, transfers, and regulatory paperwork across both jurisdictions. You sign, we execute.
Step 4 of 4
Ongoing Advisory
Quarterly reviews, on demand access, and proactive guidance when markets or your life situation changes.
Transparent, Simple Pricing
0.50% per year of your total portfolio, or USD 24.99 per month, whichever is higher. No entry or exit fees.
Estimate Your Fee
Your Wealth Cost
Traditional advisors charge 1.5% to 2% plus entry/exit fees. Wealth: 0.50% flat. Compare Invest and Private on the pricing page.
Frequently Asked Questions
Everything you need to know about Wealth
Invest is 'Do It For Me' automated investing for young professionals starting out. Wealth is 'Do It With Me' comprehensive advisory for professionals with growing financial complexity. You get a personal wealth advisor, quarterly portfolio reviews, complete financial planning covering investments, tax, insurance, loans, retirement, will and estate, and ITR filing.
We schedule deep-dive portfolio reviews every quarter. Additionally, you can reach out to your advisor anytime via phone or email when life changes happen (job change, home purchase, inheritance, etc.).
Wealth costs 0.50% per year of your total portfolio, or USD 24.99 per month, whichever is higher, billed monthly in arrears. This covers your dedicated advisor, quarterly reviews, comprehensive planning, and full platform access. Portfolio minimum is USD 25,000.
You can upgrade anytime once your portfolio reaches USD 250,000. Your advisor will help with the transition to ensure continuity of service and strategy.
Our advisors specialize in cross-border wealth management. They help with NRO/NRE optimization, repatriation planning, understanding tax treaties, coordinating India and global investments across platforms, and navigating regulatory compliance.
Yes. There is no lock-in period. You can cancel anytime, though we recommend staying invested long-term for best results. Your portfolio remains yours, we just help manage it.
Your advisor will review your current India portfolio (mutual funds, FDs, stocks) as part of the initial assessment. We coordinate with your existing holdings rather than asking you to liquidate everything. The goal is an integrated cross border strategy that includes what you already own, optimised for tax efficiency and global diversification.
Bank NRI desks distribute their own products and earn commissions on what they sell you. RuDo is fee only advisory: we charge a transparent 0.50% and have zero incentive to recommend one product over another. Your advisor recommends what is best for your cross border situation, not what earns the highest commission. We also build globally diversified portfolios across jurisdictions, while banks typically only see their own product shelf.
Still have questions?
Trust & Transparency
Confidence starts with clarity.
Clear oversight. Defined protection. Transparent information.
Account security
Robust safeguards with trusted custodians.
Clear reporting
Accessible, accurate and timely information.
Protection and service scope depend on the entity, custodian and account.
You Built a Life Across Borders. Let Us Build the Wealth to Match.
Your dedicated cross border wealth advisor. 0.50% of your combined portfolio per year. No hidden fees. No lock in. Start with a free wealth review.
Limited to 10 consultations per month during launch. Book your spot.
Questions? WhatsApp us at +971 553245424, email info@rudowealth.com, or call directly.