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Fee-only pricing for NRIs

One clear path, from your first investment to private wealth.

Fees & Minimums

Invest

Who it is for
First-time investors building habits
Fees
USD 0.99 per month (or 0.25% p.a., whichever is higher)
Portfolio Minimum
USD 500

Wealth

Who it is for
Emerging affluent NRIs seeking guidance
Fees
0.50% p.a. (or USD 24.99 per month, whichever is higher)
Portfolio Minimum
USD 25,000

Private

Who it is for
Established investors managing large portfolios
Fees
5% performance fee - only above your High Water Mark
Portfolio Minimum
USD 250,000

Planning & Advisory Features

Compare all 9 features
InvestWealthPrivate

Cross-Border Portfolio Access

Platform Access

Full digital experience
Digital + Wealth Advisor
Digital + Senior Advisory Team

Human Advisor Access

Chat / Email Support
Access to Dedicated Wealth Advisor
Senior Wealth Advisory Team

Automated Rebalancing

Goal-Based Planning

Comprehensive Financial Planning

Review Frequency

Automated Insights
Quarterly + On-Demand
Monthly + On-Demand

Tax Planning Support (India)

Succession Planning Support

* Global portfolios (USD) + India portfolios (coming soon)

Pricing questions

Fees, minimums and how charges work.

How much does each RuDo plan cost?

Invest is USD 0.99 per month or 0.25% per year, whichever is higher. Wealth is 0.50% per year or USD 24.99 per month, whichever is higher. Private is a 5% performance fee charged only above your High Water Mark. The exact figures are set out on each plan page.

Is RuDo fee-only? Are there commissions?

Yes. RuDo is fee-only. Your fee is the only revenue, with no product commissions, no entry or exit loads, and no hidden spreads. Any provider, custody, transaction or fund costs are separate and disclosed.

What is the minimum to start each plan?

Invest starts from a USD 500 portfolio, Wealth from USD 25,000, and Private from USD 250,000.

Which plan is right for me?

Invest is automated, globally diversified investing with human support. Wealth adds a dedicated adviser who builds and runs one coordinated strategy across your India and global money, with quarterly reviews. Private is performance-aligned management for more complex needs. If you are unsure, book a review and we will talk it through.

Does RuDo hold my money?

No. Your assets stay in your own name with regulated custodians, brokers and fund houses. RuDo provides advice and, where permitted, investment management or arranging.

Can I plan in AED, USD or INR?

Yes. RuDo is built for cross-border households, and you can plan across your India and global money in AED, USD or INR.

Not sure which plan fits?

Talk it through with a wealth advisor.

Book a free review

Free, no commitment