Global Indians.
Wealth Advisory &
Intelligent Tax Strategy.
For NRIs across major financial hubs worldwide.
Mutual Funds. Direct Equity. NRI Tax Strategy. Return-to-India Structuring.
Our Offerings
US–India Tax Planning
DTAA structuring. Capital gains mapping. Reporting compliance.
NRE / NRO Optimisation
Repatriation strategy. Interest taxation review.
FATCA & CRS Advisory
Global reporting risk mitigation.
Return to India Planning (2026 Ready)
RNOR strategy. Asset restructuring before move.
Mutual Fund & Equity Review
Tax-efficient portfolio realignment.
Cross-Border Estate Planning
Nomination, inheritance & global compliance.
Pivot Money
Founder
SEBI Registered Investment Advisor
Strategic partnerships with US–India corridor Chartered Accountants
"We don't just track wealth. We structure it."
Explore Our Popular Plans
Some situations require detailed structuring beyond the free session.
PAID
NRI Tax Review
US–India capital gains analysis
Double taxation review
60-minute deep session
Premium
Popular
Return-to-India
Strategy Package
RNOR mapping
Asset transition plan
NRE/NRO restructuring
90-day action roadmap
Comprehensive
Full Wealth +
Tax Structuring
Investment realignment
Tax optimisation modelling
Cash flow mapping
Dedicated CA consultation
Cross-Border Wealth Intelligence
80% Error reduction
Returning to India Soon?
Don't move assets before understanding RNOR benefits.
90% Accuracy in Data Logs
30% Faster Delivery
60+ Hours Saved
60+ Hours Saved
Pre-Return Checklist
RNOR 2026 Ready
FEMA Compliant
High Demand Service
High Demand Service
Trusted by Global Indians
Real results from investors across the world
Kaushik ⭐⭐⭐⭐⭐
My experience has been great with Pivot money so far, I was able to link my MF investments easily, understand my fund performance, got brilliant insights. Really helpful app.
₹4.2L saved annually
Nirav Shah ⭐⭐⭐⭐⭐
Discovered Pivot Money via ChatGPT and honestly didn't expect much, but the app surpassed my expectations! Love how it pulls together all my bank and investment info automatically. Still hoping for better support for smaller banks and a more detailed gain analysis, but it's definitely one of the best financial trackers I've tried.
₹2.8L tax optimized
Ritesh Sunil Doshi ⭐⭐⭐⭐⭐
Best app to track your net worth. You get all your bank bal, investments in shares and mutual funds, insurance in one place. Kudos to developers for launching this app. Area for improvement is to link bank accounts with joint holders.
₹4.2L saved annually
Dimpy Gandhi ⭐⭐⭐⭐⭐
Really useful app Love it! All my investments and bank balance in one screen. Super easy to check my net worth now. Was worried about security at first but they have bank level protection so it's safe. Saves me so much time.
₹4.2L saved annually
Free 30-minute consultation
No commitment required
Instant WhatsApp response
Direct founder access
