Fee Only Investment Advisers

SEBI Registered Investment Advisor Mumbai, Maharashtra

Rating5.0from 3 verified

Vouches30from the community

In Mumbai#1for SEBI Registered Investment Advisor

Vouched by NRIs in🇺🇸17🇬🇧5🇨🇦4🇦🇪2🇦🇺1🇩🇪1

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NRI fit

From 3 reviews

A 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 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 sebi registered investment advisor I've worked with who actually understood the NRI side. Fee-only advisory — made the whole thing painless.”

— Rituparna Ghosh🇺🇰

About this firm

Fee Only Investment Advisers provides comprehensive financial planning, investment management, and taxation services specifically for NRI clients. They help clients navigate cross-border investments while ensuring compliance with relevant laws.

Questions answered publicly

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All reviews (3)

Filter:

Rituparna Ghosh
Chartered accountant
Honestly one of the few sebi registered investment advisor I've worked with who actually understood the NRI side. Fee-only advisory — made the whole thing painless.
Fee-only advisoryPFIC-aware
0 net
Hargovind Sachdev
Tech lead
They knew my Direct mutual funds situation cold. No need to explain the basics three times like with the previous firm.
Direct mutual funds
0 net
Harjinder Bhatia
IT consultant
Used them for the second year running. PFIC-aware and the turnaround is consistent.
PFIC-awareFee-only advisory
0 net

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