Serving 450+ clients across the globe with expert mutual fund selection, disciplined SIP strategies, and specialist NRI financial planning.
Wealth By Rule is a trusted AMFI-registered mutual fund distributor with over 12 years of experience helping individuals, families, and NRIs build lasting wealth through disciplined investing.
We evaluate your financial goals, risk appetite, and investment horizon to recommend the most suitable mutual funds and SIP plans. From portfolio diversification to periodic rebalancing — we stay with you every step of the way.
Trusted by investors across India and worldwide
Proven track record across multiple market cycles
Specialist guidance for non-resident Indian investors
Double Taxation Avoidance Agreement advisory for NRIs
Everything you need to build wealth confidently — under one roof, guided by experts.
Every fund recommendation is tailored to your specific financial goals, risk profile, and investment horizon — no one-size-fits-all approach.
Whether it's retirement, education, home purchase, or wealth creation — we map your investments to specific life goals with clear milestones.
Strategically spread investments across equity, debt, and hybrid funds to manage risk and optimise returns across market cycles.
Systematic Investment Plans that build wealth automatically, averaging out market volatility and compounding returns over the long term.
Regular portfolio health checks and proactive rebalancing to ensure your investments stay aligned with your evolving goals and market conditions.
We're not just fund selectors — we're your financial partners for life, available for guidance at every major financial decision you make.
As a Non-Resident Indian, investing in India comes with unique challenges — tax implications, repatriation rules, and Double Taxation Avoidance Agreement (DTAA) benefits. With 12 years of experience, we specialize in making Indian mutual fund investing seamless and tax-efficient for NRIs worldwide.
Talk to Our NRI Expert →Serving NRIs across USA, UK, UAE, Canada, Singapore, Australia and more
Maximize your tax benefits using Double Taxation Avoidance Agreements with 90+ countries
Guidance on optimal account structures for tax-free repatriation and Indian investments
Complete KYC, fund selection, and investment setup fully online — from anywhere in the world
Understand your financial goals, investment horizon, and risk tolerance
Handpick the most suitable mutual funds and SIP plans based on your profile
Build a diversified portfolio aligned with your short and long-term goals
Set up automated SIPs for consistent, disciplined monthly investing
Monitor performance and rebalance your portfolio to keep you on track
Whether you are just starting out or looking to grow an existing portfolio, we have the right approach for you.
Starting your wealth creation journey and looking for guidance on the right funds and SIP amount to begin with.
Non-Resident Indians who want expert guidance on investing in Indian mutual funds while navigating DTAA and tax rules.
Saving for children's education, marriage, home purchase, or retirement through disciplined goal-based SIP investing.
Salaried individuals looking to grow wealth systematically through tax-saving ELSS funds and diversified equity portfolios.
Those with existing mutual fund portfolios who want a professional second opinion and rebalancing guidance.
High Net Worth individuals looking for advanced portfolio strategies. Also explore our SIF advisory for ₹10L+ investments.
Mutual Fund advisory and distribution at Wealth By Rule is offered by Bhumie A Shah, Proprietor of Wealth By Rule, an AMFI registered Mutual Fund Distributor. Your investments are managed by a fully compliant, SEBI-recognised distributor with 12+ years of experience.
AMFI
Registered
MF Distributor
ARN-270846
Book a free consultation. We'll discuss your goals, recommend the right funds, and set up your SIP — all in one conversation.
Book Free Consultation
Important Disclaimer:
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Past performance is not indicative of future returns. This page is for information purposes only and does not constitute investment advice.
Mutual Fund distribution services are offered by Bhumie A Shah, Proprietor — Wealth By Rule |
AMFI Registration No. ARN-270846 | EUIN: E509116 |
ARN valid till 20-Mar-2026 | Registered Mutual Fund Distributor under AMFI, India.