Cross-border planners in Pune

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PropertyNext is a property advisory company based in Pune, specializing in residential and commercial real estate across Mumbai and Pune. The firm emphasizes clarity, transparency, and execution in its services. Its team combines market knowledge with financial and compliance expertise to assist clients in making informed property decisions. PropertyNext focuses on building trust, ensuring accurate documentation, and providing long-term peace of mind in its engagements. The services offered by PropertyNext include property advisory, where they assist clients, including HNI and NRI buyers, with risk evaluation and suitability before financial commitment. They guide clients in identifying suitable residential properties, whether under-construction or ready to move in, focusing on realistic pricing and fair market valuation, supported by verified documentation. For commercial properties, they provide assistance with office units and commercial investments, considering local market trends and long-term value. PropertyNext also offers property management for clients, including NRIs, with real estate assets in Mumbai and Pune. This service encompasses rental coordination, tenant management, maintenance oversight, and assistance with property sales and purchases. Additionally, they provide documentation and coordination support, handling buyer-seller coordination, property documentation, legal processes, loan assistance, bank coordination, and society approvals. The company's approach prioritizes requirement clarity, focused engagement, transparent discussions, and process-driven execution, aiming for clean transactions and long-term trust.

Finnovate Financial Services provides fee-only financial advice, serving a wide range of clients including non-resident Indians (NRIs). Their services include investment planning, tax optimisation, and succession planning across various sectors.

Jitesh Telisara & Associates LLP is a reputable Chartered Accountant firm based in Pune, specializing in NRI income tax return filing and comprehensive financial advisory services tailored to the needs of Non-Resident Indians.

InvesQ is a SEBI-registered investment advisor specializing in high-quality investments with a focus on growth potential. They cater to clients in India and the overseas/NRI segment, emphasizing strong management and sustainable business practices.

Vishal Yadav is a LIC policy agent delivering LIC agency services in Kothrud, Pune. He provides expert guidance on LIC policies tailored to clients' needs.

A passionate team of Chartered Accountants dedicated to helping organizations maximize returns on their investments through various incentives and subsidies offered by the Government.

Gray Matters provides legal services in Pune, specializing in estate and succession planning. The firm's will lawyers offer assistance with drafting legally binding wills and estate plans, aiming to ensure asset distribution according to client intentions and to minimize potential family disputes. Their services cover various aspects of estate management, including legalizing estate and asset transfers, structuring wills to reduce tax liabilities, and assisting with probate and will execution processes. The firm's expertise extends to navigating Indian Succession Laws and the Hindu Succession Act, as well as addressing probate procedures for individuals in India and abroad, and for business owners. They offer customized will preparation, assistance with will registration, and legal storage solutions. In the domain of succession planning and inheritance law, Gray Matters provides legal advice on property and asset distribution, and drafting wills that comply with Hindu or Muslim inheritance legal codes. They also support corporate succession and business will planning. Additional services include assisting with obtaining probate from court, providing will execution assistance, and offering legal representation in inheritance disputes. Gray Matters also handles the drafting of general and special powers of attorney, trust formation for asset protection, and establishing legal guardianship for minors and dependents. The firm emphasizes confidentiality and personalized legal solutions, with experience in handling complex inheritance cases and providing succession planning for global assets, including for NRIs and business owners.

Corpbiz provides expert consulting services for obtaining insurance broker licenses in India, assisting clients with compliance, documentation, and operational guidance.

Vikas Gupta is an advocate based in Delhi NCR specializing in Family Law, Trademark Law, and SEBI regulations. With over a decade of experience, he provides strategic legal consultation and aims to protect his clients' rights and interests.

Goldenbulls offers a plethora of services including life insurance, equity, mutual funds, and financial planning, specifically catering to both domestic and NRI clients.

Goldstone Realty specializes in end-to-end real estate advisory services, including outright purchase, leasing, redevelopment, and sole mandates. They have over 20 years of expertise serving clients across Mumbai, Pune, and Goa, and provide dedicated assistance for NRI clients.

Shah Investor's Home Ltd. offers a comprehensive range of investment services including Wealth Management, Mutual Funds, and NRI Investment, tailored to support clients in maximizing their financial growth. The firm provides personalized investment strategies with a focus on long-term wealth creation and risk management.

Property Kumbh is a real estate advisory firm located in Pune. The firm specializes in facilitating property transactions, offering a range of properties for sale and rent. Their inventory includes various residential categories such as new launch projects, penthouses (from 3 BHK to 6 BHK), and different configurations of apartments (1 BHK to 5 BHK, including 2.5, 3.5, and 4.5 BHK options). They also handle villas (2 BHK to 5 BHK), houses (2 BHK to 4 BHK), and plots/land, including agricultural and commercial land. In addition to residential properties, Property Kumbh also advises on commercial real estate. This includes warehouses, godowns, shops, office spaces, retail shops, food courts, hotels, and industrial properties. They feature properties in multiple locations, including Varanasi, Lucknow, Noida, Goa, Gurgaon, and Dubai. Their portfolio includes verified properties and new launch projects, some of which are located internationally, specifically in Dubai.

HMA is a team of experienced as well as young Chartered Accountants, who believe in giving value addition through its services & optimizing the benefits accruing to clients. The firm specializes in audits, taxation, & financial advisory services.

Established in 1955, this firm provides specialized Chartered Accounting and tax advisory services to Non-Resident Indians (NRIs), helping manage financial compliance under Indian laws and FEMA regulations. With a strong reputation for professionalism and integrity, they assist global clients in various financial and regulatory matters.

Think Wealth offers sophisticated wealth management solutions tailored to meet the financial aspirations of clients, combining over twenty years of experience with a client-centric approach to financial services.

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

Bachhat is built on the pillars of transparency, unbiased advice and making personal finance easy. Founded by CA Vishal Bharat Shah, we aim to empower our clients in effectively managing their personal finances. A Registered Investment Adviser with SEBI, he has more than 2 decades of post-qualification experience in diverse fields like Finance, Treasury, Mergers & Acquisitions and Strategy.

We’re in the business of turning land into landmarks — whether it's luxury villas, plotted developments, or investment-worthy land parcels. Specialising in real estate investment advisory, construction and project management, land aggregation and development.

Providing a range of financial services with a focus on insurance and investment advice to ensure clients achieve financial goals with trustworthy relationships and extensive knowledge.

Baroda BNP Paribas Mutual Fund aims to create a positive impact on people’s lives by delivering sustainable value for their investments, backed by Bank of Baroda and BNP Paribas Asset Management.

RJSA is a professionally managed group providing end-to-end quality services to various clients all over the world, including FEMA compliance and services for Non-Resident Indians. They offer expert guidance in areas like tax savings, investments, and business finance strategy.

ANARCO provides comprehensive financial and compliance advisory services tailored for businesses, startups, and individuals, including NRIs. They specialize in cross-border taxation, compliance, and financial clarity, ensuring seamless management of tax filings and regulatory obligations.

K Y M & Associates is a Chartered Accountancy firm based in Pune that provides expert financial services including tax planning, audit support, and business advisory. Established in 2016, they assist clients across various industries to streamline financial processes and compliance.

Shepherd’s Hill Capital Advisors is a SEBI-registered investment advisor focusing on long-term, equity-oriented investments. They cater to both Indian and Non-Resident Indian (NRI) clients, aiming to build diversified portfolios rooted in fundamental company analysis.

Jethani & Associates is a financial services firm that offers a wide range of services including GST registration, accounting, ITR filing, company registration, audit services, and financial consultation. Founded in 2002 by CA Umesh Kumar Jethani, the firm focuses on providing high-quality financial services and building long-lasting client relationships.

Agarwal Gupta and Associates is a trusted Chartered Accountancy firm in India offering comprehensive services including tax advisory, business setup, and financial consulting specifically for NRI clients. They focus on ensuring compliance and providing tailored solutions to meet the unique needs of their clients.

P. R. Bhuta & Co. is a boutique firm based in Mumbai specializing in providing consultancy services related to Indian Foreign Exchange Laws and International Taxation. The firm focuses on serving High Net Worth Non-Resident Indian Nationals and Foreign Nationals residing in India, offering strategic advisory services and compliance solutions.

RK Legal Advisors India LLP, established in 1995, specializes in property law, offering legal services to Non-Resident Indians (NRIs) and Persons of Indian Origin (PIOs) across India. The firm assists with various property-related matters, including property disputes, title verification, inheritance issues, and property transactions. Their services encompass land and property dispute resolution, property transfer including Gift Deeds, Sale Deeds, and title registration, and assistance with Wills and Powers of Attorney, including drafting, attestation, and revocation. The firm provides guidance on Indian inheritance laws, covering Hindu and Muslim personal laws, Wills, and ancestral property claims. They also support clients in securing or reclaiming property possession and offer property partition services for ancestral and self-acquired property division. RK Legal Advisors India LLP assists NRIs remotely in obtaining Succession Certificates for bank accounts, stocks, and movable assets. Additionally, they provide property management services, which include title verification, joint property partition, and secure sale repatriation, as well as legal assistance for selling disputed properties, focusing on resolution and title clearance. With a team of lawyers specializing in Indian property law, the firm aims to provide legal advice and representation. They serve clients in cities such as Chandigarh, Delhi, Bangalore, and Pune, offering support for property interests nationwide.

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

CA Ajay R. Vaswani is a tax expert with 15 years of experience, specializing in NRI taxation and FEMA compliance. He offers various services including income tax return preparation, wealth creation, and tax litigation specifically tailored for international clients.

CA D P Shewale & Co LLP offers comprehensive NRI tax advisory services, assisting non-resident Indians with ITR filing, capital gains consultation, and compliance with FEMA regulations. Their expertise includes navigating residential status, tax obligations, and Double Taxation Avoidance Agreements (DTAAs).

Supreme Universal offers an "NRI Assist" service to simplify property investment for non-resident Indians in Pune. The firm aims to provide tailored guidance and support throughout the property investment process. They emphasize a dedicated 24/7 NRI assistance service, offering priority assistance and streamlined transactions. Supreme Universal also provides easy financing solutions by connecting clients with financing partners. The service includes "Exclusive Loyalty Benefits" and "NRI Exclusive Offers," which comprise curated rewards and privileges for non-resident Indian clients. Additionally, they offer "Hassle-Free Leasing" with end-to-end assistance and management for property owners. The company has over 40 years of experience, with more than 75 completed architectural projects primarily in Mumbai and Pune. Their process for property ownership for NRIs includes an eligibility check, property selection, document verification, funding and finance options, agreement and payment scheduling, and registration and possession guidance. Supreme Universal develops various projects including residential apartments, villas, townhouses, and redevelopment initiatives. They specify their primary areas of operation as Mumbai and Pune.

Legal Assure provides legal support to the Indian community residing globally, particularly focusing on property matters in Pune. The firm offers assistance with property registration, transfer of property, and dispute resolution. Their services encompass various aspects of property transactions, including property search, partition of property, property evaluation, and handling succession certificates. Additionally, Legal Assure advises on tax matters related to property. The firm's legal team offers specialized NRI legal services and property management services. These include rental assistance, buying assistance, selling assistance, and property monitoring. They also help in evaluating risks associated with purchasing real estate and assist clients in buying properties in Pune. Legal Assure emphasizes ensuring clear title of ownership and obtaining necessary government approvals during resale property transactions. For NRIs, Legal Assure provides guidance on legal rights concerning property, taxation, and banking. They address common questions related to buying resale property, selling real estate via power of attorney, preventing illicit property possession, obtaining succession certificates, and resolving property disputes. The firm works to resolve property disputes, aiming for amicable settlements in family situations or pursuing legal rights through civil litigation when necessary.

Finstreet India is an investment advisory firm based in Pune that offers estate planning services. The firm views estate planning as a way to ensure the preservation, management, and distribution of an individual's wealth after their demise, aiming to transfer assets to beneficiaries in a tax-efficient manner. They emphasize the importance of estate planning for both single individuals and families to prevent assets from being wasted or becoming subjects of family disputes. The firm's approach to estate planning involves making a list of all assets, belongings, debts, and liabilities, followed by deciding on the detailed distribution of these belongings and identifying beneficiaries. Services include drafting legal declarations of wishes regarding property disposal and appointing an executor to carry out these wishes. Finstreet India highlights several advantages of estate planning, such as tax efficiency, asset protection through trusts and wills, legacy preservation, and the reduction of legal disputes, ultimately aiming to assure a secure future for families and provide peace of mind. Key components of their estate planning services include advice on trusts, wills, Power of Attorney (POA), and beneficiary designations for retirement accounts and insurance policies. They differentiate between a comprehensive estate plan, which covers asset management and distribution both during life and after demise, and a will, which is a component of a broader estate plan and becomes effective only after death. Finstreet India assists clients by assessing their estate, developing personalized estate plans, drafting legal documents, updating plans as needed, and working to minimize tax liabilities.

InvestYadnya offers personal financial planning services that encompass investment, insurance, and taxation, aimed at providing a comprehensive financial plan for clients, including NRIs. The firm helps clients achieve financial freedom through detailed planning and asset allocation strategies.

Midas Wealth Advisory offers a range of services focused on financial planning, wealth management, and NRI services. They provide complimentary consultations to discuss individualized strategies for wealth enhancement.

Keynote Consultancy specializes in providing advisory services to Non-Resident Indians (NRIs) concerning foreign exchange laws, taxation, banking, and investments. Founded by Rajesh H Dhruva, the firm has a significant focus on helping NRIs navigate Indian financial regulations and compliance.

Sinkar Realty was founded in 2014. Mr. Sagar Sinkar is the director of the company. Mr. Sagar Sinkar has completed his BE (Mechanical) and PGDBM in Finance. We are one of the leading real estate consultants specifically working in high-end real estates in Pune. We provide property management consultancy for HNI clients and offer end-to-end services.

Wealth First provides tailored investment services for Non-Resident Indians (NRIs) to help achieve financial aspirations through smart, tax-efficient strategies.

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.

RMRA & Associates is a boutique corporate advisory and compliance firm specializing in taxation, GST, and strategic financial management. They focus on supporting corporates and MNCs with structured execution and seamless compliance, particularly catering to NRI clients with services like tax advisory and legal support.

RSVA & CO. is an experienced chartered accounting firm with 30 years of expertise in audit, taxation, and consulting services. They offer a comprehensive range of services tailored to the needs of Non-Resident Indians, ensuring they have full control over their financial activities in India.

Shah Investor's Home Limited provides a wide range of investment services, including equity, mutual funds, IPOs, and NRI investment options. They emphasize a client-centric approach to tailor strategies for wealth creation and risk management.

GlobalHeir Connect specializes in helping NRIs reclaim and repatriate their family assets in India with a focus on compliance and transparency. Their comprehensive service includes asset management, regulatory compliance, and personalized support for complex cross-border challenges.

Chartered Accountants

Advocate Ketan Palshikar provides legal services for the creation, registration, and administration of Private Trusts in Pune. These trusts are designed for asset protection, succession planning, and structured wealth management for individuals and families. His practice focuses on ensuring compliance with the Indian Trusts Act, 1882. Services offered by Advocate Palshikar include drafting Private Trust Deeds, assisting with trust registration, and advising on stamp duty and Sub-Registrar requirements in Pune. He also helps families establish trusts for asset and business protection, and integrates Private Trust planning with Will drafting and succession strategies. Additionally, he provides legal guidance on trustee duties, changes in trusteeship, and ongoing compliance obligations. Advocate Palshikar assists clients with various trust-related needs, such as managing self-acquired or ancestral property, protecting interests of minors and dependents, and ensuring long-term asset control and distribution. He works with families who possess substantial movable or immovable assets, individuals planning long-term succession, business owners seeking structured asset management, and NRIs with property or investments in India who wish to establish Private Trusts.

Livmore Realtors provides tailored real estate solutions for families, investors, and businesses with a focus on high-return, low-risk investments. They offer comprehensive services from planning to post-construction facility management, ensuring professionalism throughout the process.

Prop Assist is a real estate advisory firm based in Pune, specializing in services for Non-Resident Indians (NRIs) interested in property investment in India. The firm supports NRIs in buying property in Pune, operating across various international locations. Their services encompass property selection, legal and RERA due diligence, and assistance with financing. Prop Assist also provides support for post-purchase management of properties. For property selection, Prop Assist utilizes technology for property matching based on budget, preferences, and investment goals, and offers virtual walkthroughs. They conduct title verification, RERA compliance checks, and ensure adherence to FEMA guidelines for NRI transactions. The firm assists with home loans from various banks and supports Power of Attorney and other necessary documentation. Beyond acquisition, Prop Assist offers post-purchase services such as finding tenants, managing rentals, property maintenance, and providing periodic inspection reports for properties in Pune. The founder, Vineeth Gopalakrishnan, is noted to personally oversee all NRI transactions. The firm communicates that it serves NRIs in over 15 countries and is available across all time zones through its NRI desk.

Sachin Gujar & Associates is a Chartered Accountant firm in Pune, India, offering a wide range of services including Auditing, Tax Advisory, and NRI Tax & Investment Services tailored to assist non-resident Indians in managing their taxes and investments efficiently.

Squarea Consulting, located in Pune, offers advisory services in real estate. The firm's service offerings include property management, assistance with expat leasing, and legal assistance. They also provide support for funding and deal facilitation in real estate transactions. Squarea Consulting has a focus on various property types, such as branded residences, themed living spaces, weekend villas, vacation homes, and pre-leased commercial properties. They also provide advice on fractional real estate. The firm's services extend to NRI taxation within the real estate context. Squarea Consulting operates in Pune and Mumbai, with additional presences noted for Dubai and London. The firm holds RERA certification from the Maharashtra Real Estate Regulatory Authority.

BNI Pimpri Chinchwad, located in Pune, focuses on business networking to facilitate referrals and revenue growth for its members. The organization promotes a system of referral marketing designed to help local businesses expand through a network of peers. According to BNI Pimpri Chinchwad, 82% of business owners indicate that most of their business originates from referrals, yet many lack a consistent method for generating them. A membership with BNI Pimpri Chinchwad aims to help individuals scale their business by fostering a community where members support each other through qualified referrals. It emphasizes the development of long-lasting business relationships built on core values, with each member contributing to the success of the professional network. Members also gain access to mentors, networking experts, and professional development resources via the BNI Business Builder platform, which is intended to enhance skills and provide a competitive advantage. BNI Pimpri Chinchwad offers various ways for members to connect, including in-person, online, and hybrid meeting formats. The organization highlights that networking is foundational for business growth, striving to create a trusted environment for members to generate referrals.

Vigilant Management and Legal Solutions LLP is a firm of highly qualified professionals having a rich and diverse corporate legal experience in private as well as public listed companies. We assist Companies not only in their initial stages of formation but we commit to be with them forever and witness their growth. We are committed to provide high standards of professional services and solutions best suitable for the clients ensuring transparency and timely compliance of the laws. We provide a wide range of professional and consultancy services in areas like financial, legal, corporate laws, licenses for all types of businesses, Liasoning with all government departments, registrations, direct and indirect taxes, service tax, Company Law, Compliance under Companies Act, Foreign Exchange Management Act, SEBI, RBI, Stamp Acts and other corporate laws.

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

Deepa Hotwani specializes in estate and succession planning services in Pune. Her practice focuses on ensuring the smooth transfer of assets to family members. She consults with individuals on various aspects of estate planning, including trust structuring, and helps clients with asset registers and nomination hygiene checks. Ms. Hotwani's services include drafting bespoke Wills and Codicils, establishing Family Private Trusts, and preparing Gift Deeds and Release Deeds. She assists with the execution, registration, and advisory and regulatory aspects of these documents. Additionally, she helps clients with processes such as obtaining Succession Certificates, Probates, and Letters of Administration. Deepa Hotwani works with a diverse clientele, including joint families, single parents, and those looking for business succession planning. She also advises families with minor children or special needs children, as well as High Net Worth Individuals. Her work aims to provide tailor-made succession plans and comprehensive will writing solutions.

Leading Property Consultants providing reliable solutions for Residential and Commercial property requirements in entire Pune region. With over a decade of experience, specializes in residential and commercial properties, helping clients buy, sell, rent, or invest with confidence.