CA Lokesh & Associates
NRI fit
From 4 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 4 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
About this firm
CA Lokesh & Associates specializes in providing comprehensive advisory services for Non-Resident Indians (NRIs), including tax planning, fund management, and investment consulting. They offer tailored solutions for NRIs looking to manage their investments and repatriate funds seamlessly from India.
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 Wealth Manager / MFD in Bengaluru
See full leaderboard →All reviews (4)
Keshav Iyer
Living in Singapore
Recommended by a colleague and now I get it. They actually read the fine print and flagged a deduction I would've missed.
Direct MF executionNRI-aware0 netNirupama Reddy
Working in Dubai
Would use again. They got the job done and Steady communication. Just wish the portal was a bit more polished.
Steady communicationGoal-based planning0 netShyamal Das
Living in Singapore
Decent firm. The senior partner was excellent on No churn; the junior staff sometimes needed prompting but nothing major.
No churn0 netFarhan Qureshi
NRI in California
Have been with them for two years now. Goal-based planning. No upselling, no nonsense.
Goal-based planningSteady communication0 net
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