Advisorkhoj

Certified Financial Planner (CFP) Mumbai, Maharashtra

Rating4.2from 5 verified

Vouches18from the community

In Mumbai#3for Certified Financial Planner (CFP)

Vouched by NRIs in🇺🇸9🇨🇦3🇦🇪2🇬🇧2🇩🇪1🇸🇬1

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.

Aggregated from 5 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

“Good experience. They handled my Education funding well, only minor nit is that follow-ups sometimes need a nudge.”

— Shyamal Das🇺🇸

“Knowledgeable but a bit impersonal. Fee-only. Not a bad choice, just didn't feel like a fit for me long term.”

— Nirupama Reddy🇺🇸

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

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Filter:

Shyamal Das
Living in Singapore
Good experience. They handled my Education funding well, only minor nit is that follow-ups sometimes need a nudge.
Education fundingNo product pushing
0 net
Nirupama Reddy
Working in Dubai
Knowledgeable but a bit impersonal. Fee-only. Not a bad choice, just didn't feel like a fit for me long term.
Fee-onlyHolistic advice
0 net
Parvez Merchant
Banking professional
Recommended by a colleague and now I get it. They actually read the fine print and flagged a deduction I would've missed.
No product pushingEducation funding
0 net
Gayathri Venkat
Based in London
Found them after a long search. Goal-based planning and they don't waste your time. Filing went through cleanly the first try.
Goal-based planning
0 net
Farhan Qureshi
NRI in California
Solid work overall. Return-to-India planning. Communication could be a touch faster during peak season but the actual advice is sound.
Return-to-India planning
0 net

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