Fintoo

Certified Financial Planner (CFP) Mumbai, Maharashtra

Rating4.7from 3 verified

Vouches16from the community

In Mumbai#4for Certified Financial Planner (CFP)

Vouched by NRIs in🇺🇸9🇦🇪2🇨🇦2🇬🇧2🇦🇺1

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NRI fit

From 3 reviews

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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 · 5★

“They walked me through every form and explained the why, not just the what. Education funding.”

— Ranvijay Chauhan🇦🇺

About this firm

Fintoo offers comprehensive financial services including financial planning, investment advisory, retirement planning, and tax planning specifically catering to NRI clients. Their aim is to provide tailored solutions based on individual financial goals and risk profiles.

Questions answered publicly

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All reviews (3)

Filter:

Ranvijay Chauhan
They walked me through every form and explained the why, not just the what. Education funding.
Education funding
0 net
Trupthi Shenoy
Reliable and knowledgeable. Fee-only. Pricing on the higher side but you get what you pay for.
Fee-onlyReturn-to-India planning
0 net
Akhilesh Trivedi
Researcher
Used them for the second year running. Return-to-India planning and the turnaround is consistent.
Return-to-India planningFee-only
0 net

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