Finstreet India Investment Services LLP
NRI fit
From 5 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 5 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
“Solid work overall. Will drafting. Communication could be a touch faster during peak season but the actual advice is sound.”
— Zubin Contractor🇸🇬
“They got the work done. Probate guidance, but I had to follow up more than I'd like. Would consider others next time.”
— Chaitanya Joshi🇺🇰
About this firm
Finstreet India is an investment advisory firm based in Pune that offers estate planning services. The firm views estate planning as a way to ensure the preservation, management, and distribution of an individual's wealth after their demise, aiming to transfer assets to beneficiaries in a tax-efficient manner. They emphasize the importance of estate planning for both single individuals and families to prevent assets from being wasted or becoming subjects of family disputes. The firm's approach to estate planning involves making a list of all assets, belongings, debts, and liabilities, followed by deciding on the detailed distribution of these belongings and identifying beneficiaries. Services include drafting legal declarations of wishes regarding property disposal and appointing an executor to carry out these wishes. Finstreet India highlights several advantages of estate planning, such as tax efficiency, asset protection through trusts and wills, legacy preservation, and the reduction of legal disputes, ultimately aiming to assure a secure future for families and provide peace of mind. Key components of their estate planning services include advice on trusts, wills, Power of Attorney (POA), and beneficiary designations for retirement accounts and insurance policies. They differentiate between a comprehensive estate plan, which covers asset management and distribution both during life and after demise, and a will, which is a component of a broader estate plan and becomes effective only after death. Finstreet India assists clients by assessing their estate, developing personalized estate plans, drafting legal documents, updating plans as needed, and working to minimize tax liabilities.
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Compare with the top 3 Estate & Succession Planning in Pune
See full leaderboard →All reviews (5)
Zubin Contractor
Finance professional
Solid work overall. Will drafting. Communication could be a touch faster during peak season but the actual advice is sound.
Will drafting0 netChaitanya Joshi
They got the work done. Probate guidance, but I had to follow up more than I'd like. Would consider others next time.
Probate guidancePatient with family0 netDebashish Bose
Used them for the second year running. Trust structuring and the turnaround is consistent.
Trust structuringClear explanations0 netKaveri Hegde
Small business owner
Decent firm. The senior partner was excellent on Patient with family; the junior staff sometimes needed prompting but nothing major.
Patient with familyProbate guidance0 netLekha Warrier
They walked me through every form and explained the why, not just the what. Cross-border planning.
Cross-border planning0 net
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