Members growing wealth with Rovia

Explore our member journeys to understand how Rovia helps you protect, grow, and make the most of your global wealth.

Overview

How Rovia Helped

Background

Senior software developer at Silicon Valley tech firm, Indian citizen residing in Bangalore.

Reduced Concentration Risk

Strategically diversified beyond employer stock while maintaining belief in the company's future.

Equity & Wealth

RSUs form nearly one-third of total wealth, alongside Indian mutual funds, stocks, and local property.

Minimized Tax Liability

Identified which RSUs to sell and automated US-India cross-border taxation to retain more wealth.

Goals

Retirement plans are set; future goals include kids' overseas education and global wealth growth.

Integration Across Assets

Brought together RSUs, spouse's portfolio, Indian investments, and global holdings into one consolidated view.

Challenges

Wants exposure to US tech companies beyond employer but faces delays, forex costs, and RBI regulations.

Saved on Forex Costs

Enabled direct global reinvestments and instant remittances to India without high currency conversion charges.