A dedicated adviser
for NRI professionals in the UAE.
One advisor for your money across India, the UAE and global markets. Fee-only, nothing sold to you.A dedicated advisor who coordinates your whole financial life across India, the UAE and global markets. Fee-only, strategy first, nothing sold to you.
Everything Your Traditional Advisor Does Not Cover
Most advisors sell products. Wealth plans your whole financial life, strategy first.Most advisors focus on selling products. Wealth covers every dimension of your financial life with a strategy-first approach.
- Comprehensive Financial Planning
- Income & Expense Planning
- Investment Planning
- Insurance Planning
- Tax Planning & ITR Filing
- Loan Planning
- Will & Estate Planning
- Retirement Planning
- Wealth Review
Comprehensive Financial Planning
A complete roadmap covering every dimension of your financial life, not just investments.
Income & Expense Planning
Structure your cash flows across currencies and accounts for maximum efficiency.
Investment Planning
Globally diversified, goal-aligned portfolios across India and international markets.
Insurance Planning
Adequate life, health, and critical illness coverage across jurisdictions. No product pushing.
Tax Planning & ITR Filing
Cross-border tax optimisation with DTAA benefits, NRE/NRO structuring and capital gains strategy, plus ITR filing for multi-country income.
Loan Planning
Home loan structuring, prepayment vs. investment analysis, and cross-border borrowing guidance.
Will & Estate Planning
Ensure your assets across countries are protected and passed on according to your wishes.
Retirement Planning
Financial independence planning with clear timelines, whether you retire in India, UAE, or elsewhere.
Wealth Review
Annual comprehensive portfolio health check covering performance, risk, allocation, and tax efficiency.
How Wealth Works
Four steps, starting with a free wealth review.From free wealth review to ongoing advisory in four simple steps
- 01
Free Wealth Review
A 15 minute profile, then a 30 minute video call with your advisor. Zero obligation.
- 02
Your Custom Plan
A personalised, globally diversified portfolio strategy. Transparent fees. No obligation.
- 03
We Handle Setup
Accounts, transfers and paperwork in both countries. You sign, we execute.
- 04
Ongoing Advisory
Quarterly reviews, on demand access, and guidance when markets or your life change.
Transparent, Simple Pricing
0.50% per year of your total portfolio, or USD 24.99 per month, whichever is higher. No entry or exit fees.
Estimate Your Fee
Your Wealth Cost
Traditional advisors charge 1.5% to 2% plus entry/exit fees. Wealth: 0.50% flat. Compare Invest and Private on the pricing page.
Frequently Asked Questions
Tap a question to see the answer.Everything you need to know about Wealth
How is Wealth different from Invest?
Invest is 'Do It For Me' automated investing for young professionals starting out. Wealth is 'Do It With Me' comprehensive advisory for professionals with growing financial complexity. You get a personal wealth advisor, quarterly portfolio reviews, complete financial planning covering investments, tax, insurance, loans, retirement, will and estate, and ITR filing.
What does 'quarterly reviews' and 'on-demand' mean?
We schedule deep-dive portfolio reviews every quarter. Additionally, you can reach out to your advisor anytime via phone or email when life changes happen (job change, home purchase, inheritance, etc.).
How does the fee structure work?
Wealth costs 0.50% per year of your total portfolio, or USD 24.99 per month, whichever is higher, billed monthly in arrears. This covers your dedicated advisor, quarterly reviews, comprehensive planning, and full platform access. Portfolio minimum is USD 25,000.
What if I want to upgrade to Private later?
You can upgrade anytime once your portfolio reaches USD 250,000. Your advisor will help with the transition to ensure continuity of service and strategy.
How does my advisor help with NRI-specific issues?
Our advisors specialize in cross-border wealth management. They help with NRO/NRE optimization, repatriation planning, understanding tax treaties, coordinating India and global investments across platforms, and navigating regulatory compliance.
Can I cancel anytime?
Yes. There is no lock-in period. You can cancel anytime, though we recommend staying invested long-term for best results. Your portfolio remains yours, we just help manage it.
What happens to my existing investments in India?
Your advisor will review your current India portfolio (mutual funds, FDs, stocks) as part of the initial assessment. We coordinate with your existing holdings rather than asking you to liquidate everything. The goal is an integrated cross border strategy that includes what you already own, optimised for tax efficiency and global diversification.
How is this different from my bank NRI desk?
Bank NRI desks distribute their own products and earn commissions on what they sell you. RuDo is fee only advisory: we charge a transparent 0.50% and have zero incentive to recommend one product over another. Your advisor recommends what is best for your cross border situation, not what earns the highest commission. We also build globally diversified portfolios across jurisdictions, while banks typically only see their own product shelf.
Invest is 'Do It For Me' automated investing for young professionals starting out. Wealth is 'Do It With Me' comprehensive advisory for professionals with growing financial complexity. You get a personal wealth advisor, quarterly portfolio reviews, complete financial planning covering investments, tax, insurance, loans, retirement, will and estate, and ITR filing.
We schedule deep-dive portfolio reviews every quarter. Additionally, you can reach out to your advisor anytime via phone or email when life changes happen (job change, home purchase, inheritance, etc.).
Wealth costs 0.50% per year of your total portfolio, or USD 24.99 per month, whichever is higher, billed monthly in arrears. This covers your dedicated advisor, quarterly reviews, comprehensive planning, and full platform access. Portfolio minimum is USD 25,000.
You can upgrade anytime once your portfolio reaches USD 250,000. Your advisor will help with the transition to ensure continuity of service and strategy.
Our advisors specialize in cross-border wealth management. They help with NRO/NRE optimization, repatriation planning, understanding tax treaties, coordinating India and global investments across platforms, and navigating regulatory compliance.
Yes. There is no lock-in period. You can cancel anytime, though we recommend staying invested long-term for best results. Your portfolio remains yours, we just help manage it.
Your advisor will review your current India portfolio (mutual funds, FDs, stocks) as part of the initial assessment. We coordinate with your existing holdings rather than asking you to liquidate everything. The goal is an integrated cross border strategy that includes what you already own, optimised for tax efficiency and global diversification.
Bank NRI desks distribute their own products and earn commissions on what they sell you. RuDo is fee only advisory: we charge a transparent 0.50% and have zero incentive to recommend one product over another. Your advisor recommends what is best for your cross border situation, not what earns the highest commission. We also build globally diversified portfolios across jurisdictions, while banks typically only see their own product shelf.
Still have questions?
Trust & Transparency
Confidence starts with clarity.
Clear oversight. Defined protection. Transparent information.
Account security
Robust safeguards with trusted custodians.
Clear reporting
Accessible, accurate and timely information.
Protection and service scope depend on the entity, custodian and account.
You Built a Life Across Borders. Let Us Build the Wealth to Match.
Your dedicated cross border wealth advisor. 0.50% of your combined portfolio per year. No hidden fees. No lock in. Start with a free wealth review.
Limited to 10 consultations per month during launch. Book your spot.
Questions? WhatsApp us at +971 553245424, email info@rudowealth.com, or call directly.