TrustNRI vs WealthMunshi
WealthMunshi is a comprehensive NRI wealth management platform with financial planning, PMS, and 11+ calculators. They cover everything. We go deeper on one thing: DTAA recovery.
Feature by feature
Where each shines
DTAA treaty-level analysis
TrustNRI
50 with an India DTAA, rate by income type. 52 country guides.
WealthMunshi
General NRI tax compliance, not treaty-specific
Past year DTAA recovery
TrustNRI
Section 119(2)(b) condonation as core offering
WealthMunshi
Focus on current year compliance
26AS scanner
TrustNRI
Client-side, instant, privacy-first
WealthMunshi
Not available
Wealth management / PMS
TrustNRI
Not our scope, we recover tax, not manage money
WealthMunshi
Full wealth management with ₹1B+ AUM
Financial planning
TrustNRI
We focus on tax recovery
WealthMunshi
Goal-based investing, risk analysis, insurance
Fixed, up-front pricing
TrustNRI
Fixed fee quoted before any work, never a share of the refund
WealthMunshi
AUM-based / advisory fees
So which should you use?
WealthMunshi is great for what they do. TrustNRI is built for one thing: making sure you're not overpaying India through unclaimed DTAA benefits. Use both if you want. Use us when it's about recovering your excess TDS.