Welcome to a space where smart financial advice is made simple built just for Indian-origin women who want to take charge of their money and future, with a fresh, modern twist.
To unlock financial confidence and independence for NRI women
Through culturally attuned, goal-based investment planning, and advisory support
Facilitating the new age Indian women gain financial independence and support her all thru the journey
Why Us….
We're not your typical financial advisors—We're a not-for-profit platform built especially for NRI women who want to take control of their money—with confidence and clarity.
We’re more like that friend who actually gets money stuff and explains it over coffee, not spreadsheets.
At WealthWiseHer, we speak human, not finance. No big words, no confusing charts, and definitely no commissions. being a not-for-profit, which means we’re not here to sell you anything—we’re here to help you grow.
Whether your goal is owning a beach home, retiring early, or finally splurging on that Kelly 25
we’re more invested in you achieving your dreams than in making a sale.
Let’s build your wealth, your way.
What we Offer….
Goal-Based Investment Planning
A personalized portfolio design service based on individual life goals— not only helping you get that next Kelly/Birkin but also long term goal of real estate purchase, creating the family support remittance and retirement.
Features:
Investment options curated across geographies (India + global)
Portfolio rebalancing and periodic reviews
Aligned with NRI tax and currency considerations
Planning
Why it matters:Plan with purpose, not guesswork—making investing more intuitive and culturally relevant. Helping u spend time on things that matter.
Tax Optimization & Cross-Border Compliance
Helps you navigate the complex, ever-changing web of tax regulations across India and their country of residence—ensuring full compliance, minimizing liabilities, and enabling efficient wealth growth across borders.
Features:
Avoiding double taxation and penalties
Understanding global income disclosure requirements
Optimizing returns by minimizing tax leakage
Ensuring peace of mind through full legal compliance
Why it Matters : Missteps can lead to penalties, legal issues, or frozen accounts. As you often manage cross-border family wealth (e.g., parents in India, job abroad) and need holistic visibility
Comprehensive Financial Planning Advisory
One-on-one guidance from certified financial planners specializing in NRI regulations, taxation, and wealth strategy across international borders with a monthly check in on the spends and income statements.
Features:
Cash flow analysis & budgeting
NRI tax and remittance optimization
Retirement & pension planning
Estate & succession planning
Why it matters: Bridges the gap between global lifestyles and Indian financial roots—giving you great clarity on both ends.
Career & Compensation Maximizer
A strategic advisory service designed to help NRI women navigate salary negotiations, career transitions, and financial decision-making linked to their professional growth.
Features:
Personalized coaching for job offers, promotions, and salary reviews
Industry benchmarking for compensation across regions
Negotiation scripts, mock sessions, and roleplay prep
Guidance for dual-career households, relocation choices, and maternity return plans
Why it matters: We often face cultural and gender-related hesitation when it comes to asking for their worth. This service empowers them to build wealth through confident, data-backed career decisions.
Real India Connect: Property, Inheritance & Compliance Advisory
A specialist service to manage real estate, inheritance, and legal obligations related to Indian assets. Assistance in purchase and assisting in leasing domestic assets.
Features:
Guidance on buying, selling, or renting in India
Succession and inheritance planning
FEMA, TDS, and repatriation compliance
Trusted partner network for legal, CA, and property services
Why it matters: When we inherit or invest in India—but navigating the legal and financial landscape can be daunting. This product offers end-to-end support.
JetSet Value: Travel & Miles Optimization Membership
A premium concierge service that tracks airline miles, frequent flyer tiers, travel upgrades, and exclusive NRI travel deals —along with personalized strategies to maximize value from loyalty programs and optimize travel finances. Consolidated dashboard to track tier status across your FF hotel/airlines.
Features:
Alerts for expiring miles or upcoming tier downgrades
Strategic recommendations to maintain or upgrade status with minimal spend
Curated deals on flights, luxury hotels, and upgrades, targeted for NRI routes
Alerts on special tier challenges, airline status matches, or mistake fares
Why it works: We often fly internationally for work, family, or lifestyle—this service turns travel into a financial asset, not just an expense and makes sure u maximise the value from each one of them.
Follow us — we're way more fun than your bank. 😉
Contact Us
Ready to take charge of your finances? Don’t wait for a Kabhi Khushi Kabhie Gham plot twist to start planning your future.
Slide into our inbox—no drama, no dowry, just solid financial advice.
Because your money deserves a happy ending too. 💸💃