DYRAA Wealth

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• Handles cross-border tax cases

  DTAA, FBAR/FATCA, US/UK return interplay

  Not yet evidenced by a reviewer.

• Available across time zones

  Picks up calls/emails outside IST business hours

  Not yet evidenced by a reviewer.

• Comfortable with remote onboarding

  Video KYC, e-sign, document collection without an India visit

  Not yet evidenced by a reviewer.

• FEMA / RBI / repatriation

  NRO-NRE, repatriation paperwork, 15CA/15CB

  Not yet evidenced by a reviewer.

DYRAA Wealth, based in Bengaluru, provides independent wealth advisory services to high-net-worth (HNI) and ultra-high-net-worth (UHNI) families. The firm emphasizes conflict-free, goals-based financial planning without commissions or product pushes. They are a SEBI-registered investment advisor and offer a dedicated relationship manager to clients. Their services cover various aspects of wealth management, including investment portfolio advisory, which involves goal-aligned portfolio construction across equities, debt, REITs, AIFs, and international assets, with quarterly reviews. The firm also provides real estate wealth strategy, offering independent advice on property acquisition, rental yield optimization, portfolio rebalancing, and commercial real estate structuring. For estate and succession planning, they assist with wills, trusts, nomination structuring, and family governance frameworks to protect and transfer wealth across generations. Additionally, DYRAA Wealth offers specific advisory for business owners, covering the separation of business and personal wealth, ESOP planning, liquidity event preparation, and founder exit strategies. Their comprehensive financial plan consolidates all assets, liabilities, insurance, tax, and goals into a single roadmap, reviewed annually with an advisor. They serve a diverse clientele including real estate investors, business owners and founders, HNI and UHNI families, senior executives, and those focused on legacy and estate planning. They highlight their expertise in both Indian and Gulf Cooperation Council markets. DYRAA Wealth’s advisory process begins with a discovery call, followed by a wealth diagnostic, an advisory blueprint, and ongoing partnership with quarterly portfolio reviews and annual plan updates.