Certified Financial Planner (CFP) across India

MostlyNRI provides comprehensive services tailored for NRIs seeking assistance with investments, tax filing, and documentation in India. Their expertise spans across tax compliance and financial management to help NRIs navigate the complexities of cross-border investments with ease.

Kanz Wealth, based in Kochi, Kerala, is a financial advisory firm specializing in personalized investment strategies, financial planning, and wealth management. Established in 2017, Kanz Wealth focuses on tailored financial solutions for individuals and businesses, emphasizing ethical and Shariah-compliant investments.

A Chartered Accountancy firm based in Kochi (Ernakulam), Kerala, providing audit, income tax, GST, company law, NRI tax, bookkeeping, and startup advisory services.

Namboodiri & Co., led by chartered accountant Priya Joseph in Kochi, provides comprehensive accountancy, tax planning, and consultancy services tailored for NRI clients. With a decade of experience, they ensure strategic financial guidance and compliance for clients both in India and abroad.

The Wealth Leads is a financial services firm based out of Kochi, India. Promoted by an eminent Banker with 3 decades of experience in varied domains of ...

My Start-Up Solution is a complete solution provider offering a wide range of services including tax consultancy, auditing, and business advisory tailored to meet small and mid-sized corporate clients' needs. They have a team of experts that help clients navigate tax regulations while ensuring compliance and maximizing benefits.

PM Metrics specializes in financial planning and advisory services, helping clients understand and achieve their financial goals through structured processes.

BNI Cochin is part of the world's largest referral networking organization, helping SME businesses grow through a system of referral marketing and trusted networking.

Square League Wealth Management offers a range of financial advisory services, including wealth management, retirement planning, and family office services, catering specifically to the needs of NRIs. Their expertise lies in providing unbiased advice and customized financial solutions.

Wealth Matrix provides expert wealth management services focused on strategic clarity and purpose-driven investing. Specializing in solutions for high-net-worth individuals and NRIs, they help clients grow, preserve, and repatriate wealth while ensuring financial legacies.

Renascent Wealth is a financial planning and investment consulting firm based in Pune, specializing in wealth management and comprehensive financial planning services for individuals and families.

Niraj Nanal Financial Consultants specializes in personalized financial strategies for NRIs, ensuring seamless investment opportunities in India alongside compliance with local regulations. Led by Niraj Nanal, a Certified Financial Planner, the firm focuses on holistic financial life planning to empower clients with clarity and confidence.

Nandyavarta offers comprehensive financial services including investment management, tax planning, estate planning, and risk management, primarily for High Net Worth and Ultra HNIs, including NRI clients.

Midas Touch specializes in financial planning and investment management, providing personalized strategies to clients to achieve their financial goals.

At Financial Clinik, we bring clarity, care, and expert guidance to your financial life. In a world filled with misinformation, we help you break free from generic advice with personalized strategies tailored to your goals, lifestyle, and risk profile.

We help ambitious families and individuals simplify their wealth journey through structured, data-driven strategies, enabling smarter decisions for long-term goals.

BNI India offers a proven system of referral marketing that helps you grow your local business through a trusted network of like-minded people that come together to help each other grow.

Comprehensive wealth management and financial planning solutions focused on long-term growth, stability and clarity.

A Finance Coach Who Transforms Broken Finances to Wealth. Get your financial life transformed through planning, investments, and certifications that will boost your career!

Wealth Munshi offers comprehensive financial planning and investment management services, tailored specifically for NRIs and HNIs, providing guidance in areas such as financial planning, investment migration, and tax planning.

RP Wealth Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor and SIF Distributor dedicated to providing financial education and advisory services to clients, including NRIs, helping them achieve their financial goals.

Wealth Bricks is a Mutual Fund Distributor with its Head Office in Hyderabad, managing over 1500 clients across India and abroad. They assist clients in achieving financial goals through effective investment planning and comprehensive financial solutions including risk management and insurance.

DVS Associates Private Limited offers personalized financial strategies and guidance to clients, focusing on wealth creation through mutual fund investing and financial planning. They cater to a diverse clientele, including NRIs across various countries, ensuring ethical investment practices and a client-first approach.

SRcap offers tailored financial planning and investment strategies specifically designed for NRI clients. They provide a range of services, including portfolio management, personal coaching, and access to alternative investment funds, ensuring sustainable financial growth.

Stellar Growth Capital is a Hyderabad-based wealth management firm focused on structured financial planning and disciplined capital allocation for professionals and HNIs.

CSS Financial Solutions specializes in comprehensive financial planning and tailored financial solutions for families, including NRIs, focusing on areas such as personalized financial planning, tax savings, retirement planning, and health insurance.

ithought Financial Services provides smart investment solutions tailored for individual financial goals. With a focus on portfolio management, they offer customized strategies to maximize returns for clients, including NRIs looking to invest in India.

We provide a full bouquet of Tax Services to Non-resident Indians (NRI’s), Returning Non-resident Indians (RNRI’s) & Expat’s who require absolutely exclusive services as each of you will have unique requirements which require absolutely customized & transparent solutions delivered in a professional & timely manner. We have an experienced team in dealing with international tax & finance and are possibly the best consultancy suited to your requirements in India.

Sridevi, based out of Chennai, is an Investment Adviser registered with SEBI since 2013, specializing in comprehensive financial planning and retirement planning, and servicing clients including NRIs from various countries.

PurplePond is committed to providing comprehensive, personalized wealth management solutions, empowering individuals and businesses to achieve their financial goals. They offer investment and insurance services, suitable for Corporate, Individuals/Retail, HUF, Trusts, NRI, and Companies.

FinAtoZ is a SEBI Registered Investment advisory company that specializes in creating personalized financial plans. Their dedicated adviser's approach includes tailored investment strategies and periodic reviews to keep clients' financial journeys on track.

NRI Money Clinic, founded by Dr. Chandrakantha Bhat and Tejas Bhat, is dedicated to providing accurate and insightful financial education tailored specifically for NRIs, OCIs, and PIOs, offering services such as retirement planning, wealth building, tax planning, and portfolio management.

Entrust Family Office specializes in wealth management, offering custom solutions tailored to the needs of families with significant wealth. They provide advisory services aimed at preserving, nurturing, and enhancing wealth while ensuring clients have peace of mind in their financial dealings.

Sinhasi Consultants provides bespoke financial guidance and investment strategies designed to secure and grow your wealth effectively, particularly focusing on NRIs and their unique financial needs.

FIPRO, also known as Finance Pro, specializes in enhancing personal financial well-being and offers a comprehensive range of services, including NRI investment services, portfolio management, and financial planning. They aim to help clients achieve their financial goals through expert advice and tailored strategies.

A financial planner based in India offering strategies for tax savings and investment guidance, particularly for NRIs.

Titan Wealth International provides specialized financial advice services tailored for Non-Resident Indians (NRIs), focusing on personalized investment strategies and comprehensive wealth management solutions.

Regi Tom Antony & Associates is a professional chartered accountant firm in Kochi, Kerala, specializing in a wide range of accounting, audit, taxation, and advisory services. They provide tailored solutions to NRI clients, including tax compliance and investment structuring for effective management of finances in India.

NRI FinOne is a comprehensive platform dedicated to meeting the financial needs of NRIs and OCIs, offering services such as investment in India, KYC assistance, and taxation guidance. With a client-centric approach, they aim to simplify the investment process for the Indian diaspora.

AI-powered wealth management platform for global Indians managing finances across borders.

Wealthion is a leading financial advisory firm in Janakpuri, New Delhi, providing comprehensive NRI services tailored to manage financial matters for Non-Resident Indians (NRIs). They offer investment planning, tax compliance, legal assistance, and various financial solutions to help NRIs effectively manage their assets in India.

FinEdge’s goal-based investing platform, Dreams into Action (DiA) blends cutting-edge tech and human expertise to provide unbiased financial planning.

N4 Advisory specializes in offering comprehensive NRI investment services in India, helping non-resident Indians make informed and compliant investment choices. Their services cover real estate, mutual funds, stock market engagements, startup funding, and tax compliance, ensuring a smooth investment experience from abroad.

Private Wealth Doctor for NRI’s, Dr. Funds offers comprehensive wealth management services including financial planning, portfolio management, and investment advice tailored for Non-Resident Indians.

Plan Ahead Wealth Advisors is one of the best Certified Financial Planner (CFP) Distributor in Lokhandwala Complex andheri West, Mumbai.

PrimeWealth specializes in providing tailored financial planning and management services for Non-Resident Indians (NRIs) and Overseas Citizens of India (OCIs). Their team assists clients with investment strategies, tax planning, and navigating complexities of cross-border financial issues to help optimize wealth and ensure compliance with Indian regulations.

Finvin is focused on NRI financial planning and services.

Wise NRI specializes in financial advisory services tailored for non-resident Indians (NRIs), offering personalized financial planning, investment management, and tax planning to help NRIs navigate the complexities of the Indian financial system. Their experienced team aims to achieve clients' financial goals while providing support through various stages of retirement and investment planning.

Fintoo offers comprehensive financial services including financial planning, investment advisory, retirement planning, and tax planning specifically catering to NRI clients. Their aim is to provide tailored solutions based on individual financial goals and risk profiles.

S9 Financial Planners offers comprehensive financial advisory services, emphasizing personalized planning for various life stages, including specific services for non-resident Indians (NRI). Their team specializes in investment consultation, risk management, and wealth generation, ensuring clients' financial futures are secure and well-managed.

PrimeWealth is a wealth management firm that specializes in helping Non-Resident Indians (NRIs) and Overseas Citizens of India (OCIs) with financial planning, investment management, and cross-border wealth solutions.

Ashutosh Financial Services Pvt. Ltd. provides integrated financial advisory solutions for individuals, families, NRIs, and businesses, including investment management, insurance, tax planning, and wealth management. Their dedicated services cater specifically to the needs of NRI clients regarding compliance and investment opportunities.

Venn Wealth is a SEBI Registered Investment Advisor (RIA) based in Bangalore that specializes in personal finance and investment advisory services. They manage over 1200 Crores in assets for families around the globe and are committed to providing unbiased financial advice and effective solutions for their clients' financial objectives.