Wealth Strategy For NRI (Non-Resident Indian)

Wealth Strategy For NRI (Non-Resident Indian)

At Rubik Wealth Management, we conduct a thorough review of your current wealth, meticulously aligning it with your investment objectives, future aspirations, and risk profile. For those seeking to optimize returns on their assets, we offer personalized assistance in executing transactions and provide regular updates on portfolio performance. Our commitment is to ensure that your wealth management strategy remains finely attuned to your evolving financial goals and preferences

  • An existing portfolio snapshot first depicts your portfolio allocation at asset level.
  • Then, ideal portfolio recommendations are made for recommendations within each asset class.
  • A detailed action plan is then made to restructure existing holdings to get the ideal portfolio over time.

NRI Wealth Suite





When I sought investment strategy, I turned to Rubik Wealth through a strong recommendation, initially I was inclined towards real estate investments. The team at Rubik Wealth provided exceptional support in comprehensive asset allocation and tax planning, specifically for investments in India. Their deep understanding of the financial landscape, personalized approach, and thorough analysis have been invaluable. Rubik Wealth's expertise helped me diversify my portfolio effectively and make well-informed decisions. I highly recommend Rubik Wealth to anyone seeking top-notch financial planning and investment strategy specially in new age instruments.

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Amit K

Lead Marketing Qatar Airways

As a professional working in Canada, I wanted to take advantage of investment opportunities in the Indian market. Rubik Wealth provided exceptional guidance in this endeavor, assisting me with mutual funds and alternate investments. Their expert advice and strategic approach resulted in high returns with minimal risk.

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Jyotsna J

Global Product Owner Scotiabank, Canada

Living in Canada, I was keen on exploring alternate investment opportunities, and Rubik Wealth came highly recommended. Their team demonstrated exceptional expertise and provided access to excellent private investment deals and new-age instruments. Rubik Wealth's approach was not only smart but also tailored to my investment preferences and risk appetite. They navigated me through complex investment options with clarity and transparency, ensuring I made informed decisions.

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Vikram S

Entrepreneur Greater Toronto, Canada

I approached Rubik Wealth with a desire to invest in gold and review my existing portfolio, and I am thoroughly impressed with their services. Rubik Wealth provided expert guidance and insights that were instrumental in optimizing my investment strategy.

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Rina T

Vice President Credit Suisse

Just One Click to Begin Your Path to Financial Freedom

Our Principle 

Wealth Boutique


  • Mutual Funds
  • Equity
  • PMS

  • AIF

  • DBET

  • Alternate Assets
  • Real Estate


  • Mortgage
  • Loan Against Share
  • Home Loan


  • Term Insurance
  • Retirement Plan
  • Salary Travel Insurance

  • Health Insurance

  • Home Insurance

  • Saving & Investment Plans

Grow your Wealth with us

Customized NRI Solutions Featuring a Comprehensive Range of Modern Multi-Asset Classes