Company Performance Metrics
Zeno Wealth provides integrated wealth management services for affluent Indians and non-resident Indians. The company structures client portfolios across mutual funds, alternative investment funds, bonds, gold, pre-IPO shares, and other private markets. It offers insurance advisory, tax advisory, NRI services, loans, and real estate support to
address protection and liquidity needs. Zeno Wealth also provides estate planning, digital will creation, nominee audits, and trust structuring for intergenerational wealth transfer. For larger families and businesses, it delivers family office, corporate treasury, employee benefits, and global incorporation services. Clients can access an AI advisor that answers India-focused tax, FEMA, and regulatory questions related to their cross-border wealth.
