Financial Advisors

    Mountain View, CA

    iNRI is a financial super-app designed specifically for Global Indians, offering integrated solutions for investments, taxes, and compliance. They provide US and India tax filing services, manage 1000+ mutual funds and alternative investments, handle documentation (PAN cards, OCI cards, passports), facilitate NRE/NRO bank account setup, and offer expert portfolio management and financial consultation. As an SEC-registered investment adviser and IRS-authorized e-filer, iNRI simplifies cross-border financial management for NRIs and expats with AI-powered tools, expert guidance, and compliance expertise.

    Best for: Wealth Management

    Ideal for: Non-Resident Indians (NRIs), expats, global Indian employees at tech companies, cross-border investors

    Service area: Mountain View and serving Global Indians worldwide via online platform

    What Sets iNRI Apart

    SEC-Registered Investment Adviser: iNRI is an SEC-registered investment adviser with full regulatory compliance, ensuring customers' investments are protected under US securities regulations.

    Specialized NRI Financial Services: Purpose-built platform for Global Indians addressing unique challenges like multi-country tax filing, remittance management, and compliance across jurisdictions.

    Comprehensive All-in-One Platform: Manages investments, taxation, documentation, and remittances in a single dashboard with AI-powered tools and 1:1 expert consultation.

    Fiduciary StandardInvestment ManagementFree Initial Consultation
    NRI Financial PlanningTax FilingInvestment ManagementCross-Border Finance
    Google Rating
    4.9 ★ (30 reviews)
    Website
    goinri.com

    Location

    Address: 855 Maude Ave, Mountain View, CA 94043

    Website: goinri.com

    Get directions →

    Last updated April 16, 2026

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