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360° Financial Solutions

Certified Financial Planner (CFP) Chennai, Tamil Nadu LinkedIn-verified
Rating4.6from 5 verified
Vouches26from the community
In Chennai#2for Certified Financial Planner (CFP)
Vouched by NRIs in🇺🇸14🇦🇪4🇬🇧4🇨🇦2🇩🇪1🇸🇬1
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NRI fit

From 5 reviews

A green check means at least one verified reviewer has tagged it. We never check these by default.

  • Handles cross-border tax cases

    DTAA, FBAR/FATCA, US/UK return interplay

    Not yet evidenced by a reviewer.

  • Available across time zones

    Picks up calls/emails outside IST business hours

    Not yet evidenced by a reviewer.

  • Comfortable with remote onboarding

    Video KYC, e-sign, document collection without an India visit

    Not yet evidenced by a reviewer.

  • FEMA / RBI / repatriation

    NRO-NRE, repatriation paperwork, 15CA/15CB

    Not yet evidenced by a reviewer.

What reviewers consistently say

Aggregated from 5 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

About this firm

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.

Questions answered publicly

No public questions answered yet. Be the first to ask — answers help the next NRI evaluating this firm.

All reviews (5)

Filter:
  • Tejas Gadkari

    Long-time NRI

    Happy with them. Goal-based planning, though the initial onboarding had a couple of back-and-forths that could've been smoother.

    Goal-based planning
    0 net
  • Kamalesh Nadar

    Entrepreneur in UAE

    Would use again. They got the job done and Holistic advice. Just wish the portal was a bit more polished.

    Holistic adviceFee-only
    0 net
  • Kaveri Hegde

    Small business owner

    Found them after a long search. No product pushing and they don't waste your time. Filing went through cleanly the first try.

    No product pushingEducation funding
    0 net
  • Jignesh Thakkar

    NRI professional

    Fee-only. That's the short version. Long version: zero surprises, clear pricing, replied to emails within a day.

    Fee-onlyHolistic advice
    0 net
  • Keshav Iyer

    Living in Singapore

    Honestly one of the few certified financial planner (cfp) I've worked with who actually understood the NRI side. Return-to-India planning — made the whole thing painless.

    Return-to-India planning
    0 net

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  • Vouches are weighted by NRI verification status, recency, and one vote per person.
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