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Aikeyam Financial Planning

SEBI Registered Investment Advisor Bengaluru, Karnataka
Rating4.3from 3 verified
Vouches25from the community
In Bengaluru#2for SEBI Registered Investment Advisor
Vouched by NRIs in🇺🇸14🇬🇧4🇦🇪3🇨🇦2🇦🇺1🇩🇪1
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NRI fit

From 3 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 3 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

About this firm

Provider-supplied · weight lightly

As a SEBI-Registered Investment Advisor, Aikeyam helps professionals and families align money with life’s true goals and values, providing client-centric advice focused on life, not just on portfolios.

Questions answered publicly

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

All reviews (3)

Filter:
  • Amritpal Sandhu

    NRI professional

    Recommended by a colleague and now I get it. They actually read the fine print and flagged a deduction I would've missed.

    Long-term focusTransparent fees
    0 net
  • Deepankar Sen

    Researcher

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

    Transparent feesLong-term focus
    0 net
  • Sumitra Bhagat

    Healthcare worker abroad

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

    Fiduciary
    0 net

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