Kerala State Planning Board

Estate & Succession Planning Kochi, Kerala

Rating4.6from 5 verified

Vouches14from the community

In Kochi#4for Estate & Succession Planning

Vouched by NRIs in🇺🇸9🇨🇦2🇦🇪1🇦🇺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★

“Honestly one of the few estate & succession planning I've worked with who actually understood the NRI side. Trust structuring — made the whole thing painless.”

— Omkar Kulkarni🇦🇺

About this firm

The Kerala State Planning Board is an advisory body based in Kochi that provides strategic guidance on the state's economic and social development. Chaired by the Chief Minister of Kerala and comprising a Vice-Chairperson, members, and a member secretary, the Board's tenure aligns with that of the ruling administration. The board maintains various publications and reports, including the annual Economic Review which offers a comprehensive analysis of Kerala's economy. Other resources include detailed reports from studies and committees, state income statistics, and documents related to the state's five-year and annual plans. It also publishes an approach paper outlining the primary strategies for five-year plan formulation and working group reports containing recommendations from expert committees across different sectors.

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All reviews (5)

Filter:

Omkar Kulkarni
Healthcare worker abroad
Honestly one of the few estate & succession planning I've worked with who actually understood the NRI side. Trust structuring — made the whole thing painless.
Trust structuringClear explanations
0 net
Nandini Bhat
Solid work overall. Will drafting. Communication could be a touch faster during peak season but the actual advice is sound.
Will drafting
0 net
Jagannath Patro
Tech professional abroad
They knew my Cross-border planning situation cold. No need to explain the basics three times like with the previous firm.
Cross-border planning
0 net
Ashwathi Kartha
Returning NRI
Used them for the second year running. Clear explanations and the turnaround is consistent.
Clear explanationsTrust structuring
0 net
Sulochana M.
Settled in Sydney
Decent firm. The senior partner was excellent on Patient with family; the junior staff sometimes needed prompting but nothing major.
Patient with familyProbate guidance
0 net

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