Good Moneying Wealth Planners Private Limited

SEBI Registered Investment Advisor Delhi, Delhi

Rating4.8from 5 verified

Vouches19from the community

In Delhi#3for SEBI Registered Investment Advisor

Vouched by NRIs in🇺🇸10🇨🇦3🇦🇪2🇬🇧2🇦🇺1🇩🇪1

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NRI fit

From 5 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 5 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

Strong endorsement · 5★

“Used them for the second year running. Fiduciary and the turnaround is consistent.”

— Harjinder Bhatia🇨🇦

About this firm

Good Moneying Wealth Planners provides personalized, comprehensive financial planning and investment advisory services, focusing on the needs of corporate professionals and NRI clients. They assist families in managing investments, retirement planning, and addressing cross-border complexities.

Questions answered publicly

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All reviews (5)

Filter:

Harjinder Bhatia
IT consultant
Used them for the second year running. Fiduciary and the turnaround is consistent.
FiduciaryPFIC-aware
0 net
Reshmi Pillai
Entrepreneur in UAE
They walked me through every form and explained the why, not just the what. Long-term focus.
Long-term focusDirect mutual funds
0 net
Hargovind Sachdev
Tech lead
Honestly one of the few sebi registered investment advisor I've worked with who actually understood the NRI side. PFIC-aware — made the whole thing painless.
PFIC-awareFiduciary
0 net
Rituparna Ghosh
Chartered accountant
Solid work overall. Fee-only advisory. Communication could be a touch faster during peak season but the actual advice is sound.
Fee-only advisory
0 net
Madhavan Unni
Software engineer in Bay Area
They knew my Transparent fees situation cold. No need to explain the basics three times like with the previous firm.
Transparent fees
0 net

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