Geojit

Wealth Manager / MFD Kochi, Kerala

Rating4.5from 4 verified

Vouches40from the community

In Kochi#1for Wealth Manager / MFD

Vouched by NRIs in🇺🇸22🇬🇧6🇦🇪4🇨🇦4🇸🇬2🇦🇺1

NRI fit

From 4 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.

Aggregated from 4 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

“Would use again. They got the job done and Steady communication. Just wish the portal was a bit more polished.”

— Madhavan Unni🇺🇸

Geojit provides portfolio management services and equity trading services, specializing in investment portfolios for high net worth clients.

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

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Filter:

Madhavan Unni
Software engineer in Bay Area
Would use again. They got the job done and Steady communication. Just wish the portal was a bit more polished.
Steady communicationGoal-based planning
0 net
Hargovind Sachdev
Tech lead
Worth every rupee. They handled my situation from Direct MF execution without me having to chase them once.
Direct MF executionNRI-aware
0 net
Rituparna Ghosh
Chartered accountant
Switched to them last year and never looked back. Asset allocation, and they're straight about what they can and can't do.
Asset allocation
0 net
Harjinder Bhatia
IT consultant
Happy with them. NRI-aware, though the initial onboarding had a couple of back-and-forths that could've been smoother.
NRI-awareDirect MF execution
0 net

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