backtoindia
List
f

finmyn

SEBI Registered Investment Advisor Delhi, Delhi
Rating4.2from 5 verified
Vouches21from the community
In Delhi#4for SEBI Registered Investment Advisor
Vouched by NRIs in🇺🇸11🇬🇧4🇦🇪2🇨🇦2🇦🇺1🇩🇪1

NRI fit

From 5 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 5 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. PFIC-aware — made the whole thing painless.”

— Chandrika Pai🇺🇰

Balanced take · 3★

“Mixed experience honestly. Fee-only advisory, but communication was slow during filing season. Final outcome was fine.”

— Jagannath Patro🌐

About this firm

Finmyn provides fee-only financial planning and investment advisory services, focusing on transparency and ethical guidance tailored to individual financial needs. They offer an extensive range of services including financial planning, retirement planning, and investment advisory, with a fiduciary responsibility to prioritize client interests.

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 Delhi

See full leaderboard →
#1 alternative 41

Turtle Finance

4.55 (3)

#2 alternative 30

iVentures Wealth

4.68 (3)

#3 alternative 19

Good Moneying Wealth Planners Private Limited

4.64 (5)

All reviews (5)

Filter:

  • Chandrika Pai

    Settled in Sydney

    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-awareFiduciary
    0 net

  • Jagannath Patro

    Tech professional abroad

    Mixed experience honestly. Fee-only advisory, but communication was slow during filing season. Final outcome was fine.

    Fee-only advisory
    0 net

  • Nandini Bhat

    They knew my Transparent fees situation cold. No need to explain the basics three times like with the previous firm.

    Transparent fees
    0 net

  • Omkar Kulkarni

    Healthcare worker abroad

    Would use again. They got the job done and Fiduciary. Just wish the portal was a bit more polished.

    FiduciaryPFIC-aware
    0 net

  • Ashwathi Kartha

    Returning NRI

    Decent firm. The senior partner was excellent on Long-term focus; the junior staff sometimes needed prompting but nothing major.

    Long-term focusDirect mutual funds
    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 finmyn? Claim this listing to add accurate info, services and pricing.

Sign in to claim this listing