Beyond Investments Full-Spectrum NRI Financial Solutions

Your financial life as an NRI is more than just market
returns. From taxes to legal clarity,
Wyizer ensures everything is expertly handled — seamlessly, securely, and personally.

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Financial Planning

Retirement & Goal Planning
Retirement & Goal Planning

Retirement & Goal Planning

Prepare financially to return home or retire in India. Customized plans for major life goals — education, housing, legacy. Achieve more with AI + expert advice.
Capital Protection Strategy
Capital Protection Strategy

Capital Protection Strategy

Avoid double taxation through treaty optimization. Get clarity on cross-border income, country-wise relief, and documentation. We simplify complex taxation webs. 
Wealth Distribution Strategy
Wealth Distribution Strategy

Wealth Distribution Strategy

Ensure your wealth aligns with liquidity, risk, and long-term vision. Strategic diversification tailored to your lifestyle and goals. Not just returns — financial freedom.

NRI Banking and Remittance

Cross-Border Remittance Support
Cross-Border Remittance Support

Cross-Border Remittance Support

Structured advice on transferring funds into India. Maximize efficiency, minimize compliance risk. Transparent. Fast. Compliant.
Forex & Currency Advisory
Forex & Currency Advisory

Forex & Currency Advisory

Protect your capital from unnecessary forex erosion. Plan repatriations, savings, and currency conversions better. Currency-smart investing.

Taxation Services

Income Tax
Income Tax Filing

Income Tax Filing

End-to-end support for filing income tax returns in India. Optimized for NRI exemptions, disclosures & timelines. Simple, compliant, and peace-of-mind ready.
DTAA Advisory
DTAA Advisory

DTAA Advisory

Avoid double taxation through treaty optimization. Get clarity on cross-border income, country-wise relief, and documentation. We simplify complex taxation webs.
Capital Gains Advisory
Capital Gains Advisory

Capital Gains Advisory

Minimize taxes from property, equity, and mutual fund exits. Structured planning and tax strategy based on your residency status. Optimize profits, legally.

Estate & Legal Planning

Estate & Succession Planning
Estate & Succession Planning

Estate & Succession Planning

Create Indian wills, manage family transfers, secure generational wealth. Legal clarity + tax efficiency, even across geographies. Leave no gaps behind.
LD Certificate Issuance
LD Certificate Issuance

LD Certificate Issuance

Get Legal Descendant certificates for property or succession claims. Verified documentation, authority follow-up, zero headaches. We do the running for you.

Tax-Integrated Financial Structuring

Residency-Based Tax Strategy
Residency-Based Tax Strategy

Residency-Based Tax Strategy

Navigate the complex rules of Indian + foreign residency-based taxation. Maximize exemptions, minimize overlap. Dual-residency? No problem.
Investment Exit Planning
Investment Exit Planning

Investment Exit Planning

Plan your withdrawals from real estate, mutual funds, AIFs & stocks. Focused on minimizing tax drag at every exit point. Exit smart, not late.
Real Estate Transaction Advisory
Real Estate Transaction Advisory

Real Estate Transaction Advisory

Financial + legal advisory during property buy/sell in India. Align your real estate decisions with your overall tax strategy. One point contact for end-to-end clarity.

Financial Planning

Retirement & Goal Planning
Retirement & Goal Planning

Retirement & Goal Planning

Prepare financially to return home or retire in India. Customized plans for major life goals — education, housing, legacy. Achieve more with AI + expert advice.
Capital Protection Strategy
Capital Protection Strategy

Capital Protection Strategy

Avoid double taxation through treaty optimization. Get clarity on cross-border income, country-wise relief, and documentation. We simplify complex taxation webs. 
Wealth Distribution Strategy
Wealth Distribution Strategy

Wealth Distribution Strategy

Ensure your wealth aligns with liquidity, risk, and long-term vision. Strategic diversification tailored to your lifestyle and goals. Not just returns — financial freedom.

NRI Banking and Remittance

Cross-Border Remittance Support
Cross-Border Remittance Support

Cross-Border Remittance Support

Structured advice on transferring funds into India. Maximize efficiency, minimize compliance risk. Transparent. Fast. Compliant.
Forex & Currency Advisory
Forex & Currency Advisory

Forex & Currency Advisory

Protect your capital from unnecessary forex erosion. Plan repatriations, savings, and currency conversions better. Currency-smart investing.

Taxation Services

Income Tax
Income Tax Filing

Income Tax Filing

End-to-end support for filing income tax returns in India. Optimized for NRI exemptions, disclosures & timelines. Simple, compliant, and peace-of-mind ready.
DTAA Advisory
DTAA Advisory

DTAA Advisory

Avoid double taxation through treaty optimization. Get clarity on cross-border income, country-wise relief, and documentation. We simplify complex taxation webs.
Capital Gains Advisory
Capital Gains Advisory

Capital Gains Advisory

Minimize taxes from property, equity, and mutual fund exits. Structured planning and tax strategy based on your residency status. Optimize profits, legally.

Estate & Legal Planning

Estate & Succession Planning
Estate & Succession Planning

Estate & Succession Planning

Create Indian wills, manage family transfers, secure generational wealth. Legal clarity + tax efficiency, even across geographies. Leave no gaps behind.
LD Certificate Issuance
LD Certificate Issuance

LD Certificate Issuance

Get Legal Descendant certificates for property or succession claims. Verified documentation, authority follow-up, zero headaches. We do the running for you.

Tax-Integrated Financial Structuring

Residency-Based Tax Strategy
Residency-Based Tax Strategy

Residency-Based Tax Strategy

Navigate the complex rules of Indian + foreign residency-based taxation. Maximize exemptions, minimize overlap. Dual-residency? No problem.
Investment Exit Planning
Investment Exit Planning

Investment Exit Planning

Plan your withdrawals from real estate, mutual funds, AIFs & stocks. Focused on minimizing tax drag at every exit point. Exit smart, not late.
Real Estate Transaction Advisory
Real Estate Transaction Advisory

Real Estate Transaction Advisory

Financial + legal advisory during property buy/sell in India. Align your real estate decisions with your overall tax strategy. One point contact for end-to-end clarity.

Coming Soon - Wyizer Concierge for NRIs

When you return to India — for a short visit or for good — we’ll be your trusted support
system, on-ground.

Wyizer is building a dedicated Concierge Desk to assist our NRI clients with everything beyond finance. From airport pickups to hotel bookings, private celebrations to curated experiences — we’ll manage logistics, coordination, and comfort. We even offer fully furnished studio apartments for your stay in India — exclusive to Wyizer clients.

Feature 1

Airport Pickup &
Intercity Travel

Hotel & Hospitality
Coordination

Feature 2
Feature 3

Premium Studio
Apartment Stays

Event / Function
Planning Support

Feature 4
Feature 5

On-Demand Local
Arrangements

Your Dedicated
Relationship Manager

Feature 6
Feature 7

Pan-India Network
Access