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Certified Financial Planner (CFP) Delhi, Delhi

Rating4.2from 5 verified

Vouches38from the community

In Delhi#1for Certified Financial Planner (CFP)

Vouched by NRIs in🇺🇸22🇬🇧5🇨🇦4🇦🇪3🇦🇺2🇩🇪1

NRI fit

From 5 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 5 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

“Good experience. They handled my Education funding well, only minor nit is that follow-ups sometimes need a nudge.”

— Nirupama Reddy🇺🇸

“Mixed experience honestly. Goal-based planning, but communication was slow during filing season. Final outcome was fine.”

— Tejas Gadkari🇸🇬

AI-powered wealth management platform for global Indians managing finances across borders.

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

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Filter:

Nirupama Reddy
Working in Dubai
Good experience. They handled my Education funding well, only minor nit is that follow-ups sometimes need a nudge.
Education fundingNo product pushing
0 net
Kamalesh Nadar
Entrepreneur in UAE
Reliable and knowledgeable. Fee-only. Pricing on the higher side but you get what you pay for.
Fee-onlyHolistic advice
0 net
Keshav Iyer
Living in Singapore
They knew my No product pushing situation cold. No need to explain the basics three times like with the previous firm.
No product pushingEducation funding
0 net
Tejas Gadkari
Long-time NRI
Mixed experience honestly. Goal-based planning, but communication was slow during filing season. Final outcome was fine.
Goal-based planning
0 net
Jignesh Thakkar
NRI professional
Used them for the second year running. Return-to-India planning and the turnaround is consistent.
Return-to-India planning
0 net

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