Equity Street Investment Advisor
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
Provider-supplied · weight lightlyEquity Street Investment Advisor is a SEBI registered financial investment advisory firm based in Bangalore, specializing in personalized financial planning and asset management services. They focus on providing tailored solutions for Non-Resident Indians among other client segments, ensuring that their financial objectives are met with a client-centric approach.
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 SEBI Registered Investment Advisor in Bengaluru
See full leaderboard →All reviews (4)
Ashwathi Kartha
Returning NRI
Reliable and knowledgeable. PFIC-aware. Pricing on the higher side but you get what you pay for.
PFIC-aware0 netOmkar Kulkarni
Healthcare worker abroad
Mixed experience honestly. Transparent fees, but communication was slow during filing season. Final outcome was fine.
Transparent feesDirect mutual funds0 netJagannath Patro
Tech professional abroad
Have been with them for two years now. Fiduciary. No upselling, no nonsense.
FiduciaryFee-only advisory0 netNandini Bhat
They knew my Direct mutual funds situation cold. No need to explain the basics three times like with the previous firm.
Direct mutual fundsTransparent fees0 net
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