ATS Wealth Managers Private Limited

Wealth Manager / MFD Bengaluru, Karnataka

Rating4.3from 3 verified

Vouches22from the community

In Bengaluru#4for Wealth Manager / MFD

Vouched by NRIs in🇺🇸12🇬🇧4🇦🇪2🇨🇦2🇦🇺1🇩🇪1

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NRI fit

From 3 reviews

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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.

Strong endorsement · 5★

“Honestly one of the few wealth manager / mfd I've worked with who actually understood the NRI side. Goal-based planning — made the whole thing painless.”

— Amritpal Sandhu🇺🇰

About this firm

ATS Wealth Managers Private Limited offers comprehensive services for NRIs looking to invest in the Indian stock market, from opening PIS accounts to trade execution and tax planning on gains. They are registered portfolio managers with SEBI and provide tailored investment solutions for NRI clients.

Questions answered publicly

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All reviews (3)

Filter:

Amritpal Sandhu
NRI professional
Honestly one of the few wealth manager / mfd I've worked with who actually understood the NRI side. Goal-based planning — made the whole thing painless.
Goal-based planningAsset allocation
0 net
Poornima Acharya
Finance professional
Good experience. They handled my Direct MF execution well, only minor nit is that follow-ups sometimes need a nudge.
Direct MF execution
0 net
Deepankar Sen
Researcher
Reliable and knowledgeable. Asset allocation. Pricing on the higher side but you get what you pay for.
Asset allocationGoal-based planning
0 net

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