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Fipro Education And Investments

Certified Financial Planner (CFP) Bengaluru, Karnataka
Rating4.7from 3 verified
Vouches41from the community
In Bengaluru#1for Certified Financial Planner (CFP)
Vouched by NRIs in🇺🇸22🇬🇧6🇦🇪5🇨🇦4🇸🇬2🇦🇺1
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NRI fit

From 3 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 3 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

About this firm

FIPRO, also known as Finance Pro, specializes in enhancing personal financial well-being and offers a comprehensive range of services, including NRI investment services, portfolio management, and financial planning. They aim to help clients achieve their financial goals through expert advice and tailored strategies.

Questions answered publicly

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

All reviews (3)

Filter:
  • Pushpalata Gokhale

    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 planningFee-only
    0 net
  • Prashanth Rao

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

    Education funding
    0 net
  • Indumathi S.

    IT consultant

    Have been with them for two years now. Fee-only. No upselling, no nonsense.

    Fee-onlyReturn-to-India planning
    0 net

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