FinEdge

Certified Financial Planner (CFP) Delhi, Delhi

Rating4.0from 3 verified

Vouches15from the community

In Delhi#7for Certified Financial Planner (CFP)

Vouched by NRIs in🇺🇸8🇨🇦2🇬🇧2🇦🇪1🇦🇺1🇩🇪1

Visit website

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 · 4★

“Happy with them. Goal-based planning, though the initial onboarding had a couple of back-and-forths that could've been smoother.”

— Reshmi Pillai🇦🇺

Balanced take · 3★

“They got the work done. Holistic advice, but I had to follow up more than I'd like. Would consider others next time.”

— Nandini Bhat🇺🇸

About this firm

Provider-supplied · weight lightly

FinEdge’s goal-based investing platform, Dreams into Action (DiA) blends cutting-edge tech and human expertise to provide unbiased financial planning.

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 Certified Financial Planner (CFP) in Delhi

See full leaderboard →

#1 alternative 38

InvestMates

4.34 (5)

#2 alternative 22

NRI FinOne

4.34 (5)

#3 alternative 16

N4 Advisory

4.43 (3)

All reviews (3)

Filter:

Reshmi Pillai
Entrepreneur in UAE
Happy with them. Goal-based planning, though the initial onboarding had a couple of back-and-forths that could've been smoother.
Goal-based planningNo product pushing
0 net
Nandini Bhat
They got the work done. Holistic advice, but I had to follow up more than I'd like. Would consider others next time.
Holistic advice
0 net
Chandrika Pai
Settled in Sydney
They knew my No product pushing situation cold. No need to explain the basics three times like with the previous firm.
No product pushingGoal-based planning
0 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 FinEdge? Claim this listing to add accurate info, services and pricing.