"I have money in both countries…"
That's exactly who we help! Our advisors specialize in cross-border finances. They'll help you create one unified strategy instead of two disconnected approaches.
Unified planning
For Indians navigating money in two countries
Stop Guessing.
Start
Growing.
Money in India? Earning in Germany? It's confusing. Get matched with a certified advisor who speaks your language and understands both worlds.
Free initial consultation
No product pushing
Cross-border expertise
Hindi/English support
What are you looking for? (select any)
Data Secure
Response in 24hrs
Vetted Advisors
Two countries, one strategy
Unified financial planning
₹ India
Germany €
Example portfolio split (varies by situation)
Pension planning for both countries
Tax-efficient investment strategies
Insurance that travels with you
WHAT WE HELP WITH
One Conversation. Complete Clarity.
Whether you're just starting or have investments scattered across both countries, your advisor
will help you see the full picture.
Pension & Retirement
German Riester, company pensions, Indian PPF, NPS — understand what you have and build a retirement plan that works across borders.
Plan for life after workInsurance Review
Health, life, disability — are you over-insured in one area and exposed in another? Get clarity on what you actually need.
Right coverage, right priceInvesting (MFs, ETFs)
Indian mutual funds, German ETFs, or global portfolios? Learn what's tax-efficient and aligned with your goals and timeline.
Grow wealth strategicallyCustom Needs
NRE/NRO accounts, children's education, buying property in India — whatever your specific situation, we'll find the right advisor.
Your unique situation
We Understand Your Concerns
Investing Across Borders is Confusing
You're not alone. Here's what most Indians in Germany worry about—and how we
help.
"I don't know where to start…"
Start with a conversation—no documents needed. Your advisor will first understand your situation, then guide you step by step. No jargon, no pressure.
Beginner friendly"I'm worried about hidden fees…"
Your advisor will clearly explain their fee structure upfront. We only work with transparent professionals who prioritize your goals over commissions.
Full transparency"What if I move back to India?"
We plan for this! Your advisor considers your future plans—whether you're staying in Germany, returning to India, or still undecided.
Future-proof adviceDIY vs. Expert Guidance
Figuring It Out Alone
- Spend hours researching tax implications
- Risk choosing wrong products for your situation
- Miss tax-saving opportunities across borders
- No accountability for your financial goals
- India advice doesn't consider Germany, and vice versa
With a Certified Advisor
- Personalized strategy for your exact situation
- Products matched to your goals, not commissions
- Tax-efficient planning for both countries
- Regular check-ins and portfolio reviews
- Our advisors see the full picture
HOW IT WORKS
From Confused to Confident in 3 Steps
No complicated onboarding. Just a simple process to get you the help you need.
1
Tell Us Your Situation
Fill a quick form about your goals, where your money is, and what help you need. No documents required.
2 minutes
2
Get Matched
We connect you with a certified advisor who specializes in your specific situation and speaks your language.
Within 24 hours
3
Free Consultation
Have a no-pressure conversation. Ask questions, understand your options, then decide if you want to proceed.
You're in control
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FAQ
Questions people often ask us
No. To start, we only need a high-level understanding of your situation. If detailed information is needed later, your advisor will tell you exactly what and why.
Yes, we focus on advisors who understand both markets. In some cases you may work with a small team covering both regions.
No. While many clients live in Germany, we also help people planning to move, recently returned to India, or managing assets across borders.
Fee models may differ by country and product. Your advisor will clearly explain any fees or commissions before you decide anything.