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Wealth Munshi provides comprehensive financial planning and wealth management services for NRIs and HNIs, including investment management, risk assessment, tax planning, and goal-based investing. The firm specializes in NRI-specific offerings such as GIFT City funds, NRI tax compliance, real estate advisory, and cross-border investment support, supplemented by digital tools like a portfolio tracker and calculators. They report over 1B+ in net worth managed and more than 3,500 families empowered.
AI named WealthMunshi in January 2026.