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Looking for any particular service? Ask SBNRI Expert directly
Nakshita Mehta,
SBNRI Stocks Advisory Expert
CFA Shruti Agrawal,
SBNRI Investment Expert
CA Mohit Gopwani,
SBNRI Tax Expert
SBNRI PLANS
Shruti Agarwal, CFA, is the Co-Founder of CAGRfunds, a boutique wealth management company catering to Indians and NRIs. Shruti is managing a portfolio of over INR 75Cr and is running a separate initiative for strengthening financial independence of women. Her passion and expertise for personal finance has helped over 500+ NRIs in implementing good financial decisions in the Indian markets in the past 5 years.
Mohit is an SRCC alumni with a firm grasp on Taxation specifically for NRIs. He is a CA, CFA (Level 3) and the guy behind our Youtube content base. He has filed 400+ ITRs for our NRI clients catering to their specific requirements.
Nakshita Mehta [MBA, Financial Risk Management (GARP Inc., USA), NISM certified Research Analyst] has demonstrated a strong work-experience in the field of research for banks and FI. Having worked with a company like CRISIL Ltd., she has enormous experienced in the field. She is presently handling the Research and Strategy desk at Credent Asset Management.
Next Generation NRI Banking
SBNRI is a 1.5-year young startup featured under Top 30 Startups to Watch in 2021 backed by Serial Entrepreneurs, Ex-Bankers and Product Stalwarts focusing on NRIs across the globe majorly catering to USA, Malaysia, GCC, UK, Canada, Australia, & Germany. We have over 1000+ NRI users who are actively using our services and have availed our subscription plans along with 7000+ NRIs on our product waitlist
Our Partners
Testimonials
He is a serial entrepreneur, Angel investor, IITD alumni, and has been featured in Forbes 30 under 30 for his 1st successful start up - Curofy. He is now building SBNRI - One stop platform for NRIs to simplify all their India related tasks
Mudit Vijayvergiya, Founder SBNRI
Property Management in India (Buying/Selling/Renting) ($149)
Property documentation ($49)
Power of Attorney and inheritance (Additional charges - Property dependent)
$175/year
Real Estate in India
Taxation filing for UK and India combined
Any other UK/India Tax Query (Additional Charge)
£199/year
Global Taxation (UK)
$199/year
Global Taxation (US)
Taxation filing for US and India combined
Any other US/India Tax Query (Additional Charge)
Existing NRI banking queries (Query dependent)
Assistance and execution on New NRI account opening and FDs (Right bank based on process, interest rates) ($19)
Home loan advice, assistance, and processing with the appropriate bank ($19)
Credit Card ($19)
$49/year
Banking in India
Annual Tax filing & TDS Refund ($69)
Tax compliances on Buying/Selling property (Query dependent)
Regulatory filing for Fund-Transfer from NRO to NRE/ Repatriation of Funds ($69)
Capital Gain Tax Planning ($59)
$175/year
Complete Taxation in India
Goal based planning - Retirement Planning/ marriage/ start investing etc ($149)
Set up of Trading, Demat account ($49)
Stock advisory(additional charges - $99)
$175/year
Investment planning in India
Choose a plan that works for you, All plans come with a Dedicated Relationship Manager and money refund (if not satisfied)