InvestYadnya
NRI fit
From 4 reviewsA 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 4 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
“Fiduciary. That's the short version. Long version: zero surprises, clear pricing, replied to emails within a day.”
— Ashwathi Kartha🇦🇺
“They got the work done. Direct mutual funds, but I had to follow up more than I'd like. Would consider others next time.”
— Jagannath Patro🌐
About this firm
InvestYadnya offers personal financial planning services that encompass investment, insurance, and taxation, aimed at providing a comprehensive financial plan for clients, including NRIs. The firm helps clients achieve financial freedom through detailed planning and asset allocation strategies.
Questions answered publicly
No public questions answered yet. Be the first to ask — answers help the next NRI evaluating this firm.
Compare with the top 3 SEBI Registered Investment Advisor in Pune
See full leaderboard →All reviews (4)
Ashwathi Kartha
Returning NRI
Fiduciary. That's the short version. Long version: zero surprises, clear pricing, replied to emails within a day.
FiduciaryFee-only advisory0 netOmkar Kulkarni
Healthcare worker abroad
Decent firm. The senior partner was excellent on Long-term focus; the junior staff sometimes needed prompting but nothing major.
Long-term focus0 netNandini Bhat
Solid work overall. Fee-only advisory. Communication could be a touch faster during peak season but the actual advice is sound.
Fee-only advisoryFiduciary0 netJagannath Patro
Tech professional abroad
They got the work done. Direct mutual funds, but I had to follow up more than I'd like. Would consider others next time.
Direct mutual fundsTransparent fees0 net
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