K

Kanz Wealth

Certified Financial Planner (CFP) Kochi, Kerala LinkedIn-verified
Rating4.2from 5 verified
Vouches33from the community
In Kochi#1for Certified Financial Planner (CFP)
Vouched by NRIs in🇺🇸18🇬🇧5🇦🇪3🇨🇦3🇦🇺1🇩🇪1
CallWhatsApp

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.

About this firm

Kanz Wealth, based in Kochi, Kerala, is a financial advisory firm specializing in personalized investment strategies, financial planning, and wealth management. Established in 2017, Kanz Wealth focuses on tailored financial solutions for individuals and businesses, emphasizing ethical and Shariah-compliant investments.

Questions answered publicly

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

All reviews (5)

Filter:
  • Savithri Raghavan

    Working in Dubai

    Knowledgeable but a bit impersonal. No product pushing. Not a bad choice, just didn't feel like a fit for me long term.

    No product pushingEducation funding
    0 net
  • Lalitha Swaminathan

    Long-time NRI

    Used them for the second year running. Fee-only and the turnaround is consistent.

    Fee-onlyHolistic advice
    0 net
  • Vasundhra Mishra

    Returning to India soon

    Return-to-India planning. That's the short version. Long version: zero surprises, clear pricing, replied to emails within a day.

    Return-to-India planning
    0 net
  • Bhoomi Deshpande

    Working in Dubai

    Happy with them. Goal-based planning, though the initial onboarding had a couple of back-and-forths that could've been smoother.

    Goal-based planning
    0 net
  • Indumathi S.

    IT consultant

    Would use again. They got the job done and Holistic advice. Just wish the portal was a bit more polished.

    Holistic adviceFee-only
    0 net

Trust & how this listing works

  • Reviews require sign-in. Each reviewer profile is visible. Helpful votes shape what surfaces.
  • Vouches are weighted by NRI verification status, recency, and one vote per person.
  • This listing is unclaimed. Contact details are community-sourced — verify before sending money.
  • See something off? Moderators review reports daily.

Are you Kanz Wealth? Claim this listing to add accurate info, services and pricing.

Sign in to claim this listing