iVentures Wealth
NRI fit
From 3 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 3 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
About this firm
iVentures Wealth provides specialized investment and tax advisory services for NRIs and OCIs, focusing on global and Indian investment strategies while ensuring compliance with cross-border regulations. They offer solutions in global investing, tax optimization, and wealth management tailored for non-resident clients.
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 Delhi
See full leaderboard →All reviews (3)
Sowmya Krishnamurthy
Returned to India, 2023
Honestly one of the few sebi registered investment advisor I've worked with who actually understood the NRI side. Fiduciary — made the whole thing painless.
Fiduciary0 netHargovind Sachdev
Tech lead
They knew my Long-term focus situation cold. No need to explain the basics three times like with the previous firm.
Long-term focusTransparent fees0 netMadhavan Unni
Software engineer in Bay Area
Found them after a long search. Transparent fees and they don't waste your time. Filing went through cleanly the first try.
Transparent feesLong-term focus0 net
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