Anand Rathi Wealth
NRI fit
From 5 reviewsA 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.
“Solid work overall. Return-to-India planning. Communication could be a touch faster during peak season but the actual advice is sound.”
— Keshav Iyer🇺🇸
“Knowledgeable but a bit impersonal. Fee-only. Not a bad choice, just didn't feel like a fit for me long term.”
— Nirupama Reddy🇺🇸
About this firm
We help ambitious families and individuals simplify their wealth journey through structured, data-driven strategies, enabling smarter decisions for long-term goals.
Questions answered publicly
No public questions answered yet. Be the first to ask — answers help the next NRI evaluating this firm.
Compare with the top 3 Certified Financial Planner (CFP) in Pune
See full leaderboard →All reviews (5)
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 advice0 netKeshav Iyer
Living in Singapore
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 planning0 netFarhan Qureshi
NRI in California
Worth every rupee. They handled my situation from Goal-based planning without me having to chase them once.
Goal-based planning0 netKamalesh Nadar
Entrepreneur in UAE
Switched to them last year and never looked back. Holistic advice, and they're straight about what they can and can't do.
Holistic adviceFee-only0 netTejas Gadkari
Long-time NRI
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 funding0 net
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