Fee Only Investment Advisers
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
Fee Only Investment Advisers offers comprehensive financial solutions including investment management, taxation advisory, and remittance services tailored for NRI clients. Their fiduciary responsibility and unbiased advice ensure that clients' interests are prioritized.
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 Mumbai
See full leaderboard →All reviews (4)
Sowmya Krishnamurthy
Returned to India, 2023
Used them for the second year running. Fiduciary and the turnaround is consistent.
FiduciaryFee-only advisory0 netMitali Mukherjee
NRI in California
They got the work done. Direct mutual funds, but I had to follow up more than I'd like. Would consider others next time.
Direct mutual fundsTransparent fees0 netParthasarathy R.
Tech professional abroad
Honestly one of the few sebi registered investment advisor I've worked with who actually understood the NRI side. PFIC-aware — made the whole thing painless.
PFIC-aware0 netSumitra Bhagat
Healthcare worker abroad
They knew my Transparent fees situation cold. No need to explain the basics three times like with the previous firm.
Transparent feesDirect mutual funds0 net
Trust & how this listing works
- Reviews require sign-in. Each reviewer profile is visible. Helpful votes shape what surfaces.
- Vouches are weighted by NRI verification status, recency, and one vote per person.
- This listing is unclaimed. Contact details are community-sourced — verify before sending money.
- See something off? Moderators review reports daily.
Are you Fee Only Investment Advisers? Claim this listing to add accurate info, services and pricing.
Sign in to claim this listing