Finlift

Certified Financial Planner (CFP) Pune, Maharashtra

Rating4.5from 4 verified

Vouches25from the community

In Pune#2for Certified Financial Planner (CFP)

Vouched by NRIs in🇺🇸14🇬🇧4🇦🇪3🇨🇦2🇦🇺1🇩🇪1

NRI fit

From 4 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.

Aggregated from 4 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

“Solid work overall. Return-to-India planning. Communication could be a touch faster during peak season but the actual advice is sound.”

— Balwinder Dhillon🇦🇺

Comprehensive wealth management and financial planning solutions focused on long-term growth, stability and clarity.

No public questions answered yet. Be the first to ask — answers help the next NRI evaluating this firm.

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Filter:

Balwinder Dhillon
Solid work overall. Return-to-India planning. Communication could be a touch faster during peak season but the actual advice is sound.
Return-to-India planningHolistic advice
0 net
Thangaraj P.
Based in London
Good experience. They handled my Education funding well, only minor nit is that follow-ups sometimes need a nudge.
Education fundingGoal-based planning
0 net
Udayan Banerjee
NRI professional
Used them for the second year running. Holistic advice and the turnaround is consistent.
Holistic adviceReturn-to-India planning
0 net
Sarojini Padmanabhan
Doctor settled in Munich
They walked me through every form and explained the why, not just the what. No product pushing.
No product pushing
0 net

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