Shomesh Kumar (Individual RIA)

Operating as an individual RIA, Shomesh Kumar provides a direct, one-on-one relationship with his clients. This model moves away from a large-firm feel, focusing instead on a direct line of communication. His website is built around his personal investment philosophy and detailed articles, suggesting a service model for investors who value deep research and a single, dedicated point of contact.

This model is ideal for NRIs who prefer a single, dedicated advisor over a large, multi-team firm. He specializes in building custom portfolios (stocks, mutual funds) that are fully compliant with FEMA regulations and tailored to the unique tax situation and global financial picture of an overseas client.