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MG Sasikumar & Associates

Wealth Manager / MFD Kochi, Kerala
Rating4.0from 4 verified
Vouches29from the community
In Kochi#4for Wealth Manager / MFD
Vouched by NRIs in🇺🇸15🇦🇪4🇬🇧4🇨🇦2🇩🇪2🇦🇺1
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NRI fit

From 4 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

MG Sasikumar & Associates offer comprehensive and viable solutions in financial planning and wealth management for Non-Resident Indians (NRIs). We use a holistic approach in providing services which encompasses wealth protection, wealth accumulation and wealth utilization. End-to-end services to NRIs include opening bank account, getting PAN, Aadhaar and KYC compliance, risk profiling, financial planning and investment management, monitoring, reviewing, and analyzing investments, changing investment directions based on validated factors, tax return filing in India, and supporting tax compliance of respective country.

Questions answered publicly

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All reviews (4)

Filter:
  • Poornima Acharya

    Finance professional

    Solid work overall. Goal-based planning. Communication could be a touch faster during peak season but the actual advice is sound.

    Goal-based planningSteady communication
    0 net
  • Vasundhra Mishra

    Returning to India soon

    They got the work done. Direct MF execution, but I had to follow up more than I'd like. Would consider others next time.

    Direct MF executionNRI-aware
    0 net
  • Amritpal Sandhu

    NRI professional

    Used them for the second year running. Steady communication and the turnaround is consistent.

    Steady communicationGoal-based planning
    0 net
  • Lalitha Swaminathan

    Long-time NRI

    Decent firm. The senior partner was excellent on No churn; the junior staff sometimes needed prompting but nothing major.

    No churn
    0 net

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