INRI
SEC RegisteredInvestments, Taxes, Compliance. Simplified.
About the firm
iNRI is a platform that provides smart tools, expert guidance, and seamless compliance for Global Indians living abroad, enabling them to manage taxes, remittances, documents, and investments all in one place. It is an SEC Registered Investment Adviser, IRS Authorized e-filer, and Registered Mutual Fund Distributor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
iNRI offers investments (mutual funds, GIFT City funds, startups, portfolio management, alternative funds), taxation services (India tax filing, US tax filing, US tax planning, expert consultation), documentation assistance (PAN card, OCI card, Indian passport renewal, NRE/NRO bank accounts), and remittance services.
Who they serve
Global Indians living abroad (NRIs)
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $0 |
5 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of May 7, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INRI has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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