Finnovate Financial Services Pvt. Ltd.
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
Finnovate Financial Services provides fee-only financial advice, serving a wide range of clients including non-resident Indians (NRIs). Their services include investment planning, tax optimisation, and succession planning across various sectors.
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 Pune
See full leaderboard →All reviews (4)
Roopa Kamath
Settled in Sydney
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 advisoryFiduciary0 netTrupthi Shenoy
They knew my Direct mutual funds situation cold. No need to explain the basics three times like with the previous firm.
Direct mutual fundsTransparent fees0 netAkhilesh Trivedi
Researcher
Switched to them last year and never looked back. Fiduciary, and they're straight about what they can and can't do.
FiduciaryFee-only advisory0 netRanvijay Chauhan
Found them after a long search. Long-term focus and they don't waste your time. Filing went through cleanly the first try.
Long-term focus0 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 Finnovate Financial Services Pvt. Ltd.? Claim this listing to add accurate info, services and pricing.
Sign in to claim this listing