Nandyavarta Financial Services Private Limited
NRI fit
From 5 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 5 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
“Would use again. They got the job done and Holistic advice. Just wish the portal was a bit more polished.”
— Bhoomi Deshpande🇺🇸
“Knowledgeable but a bit impersonal. No product pushing. Not a bad choice, just didn't feel like a fit for me long term.”
— Pushpalata Gokhale🇸🇬
About this firm
Nandyavarta offers comprehensive financial services including investment management, tax planning, estate planning, and risk management, primarily for High Net Worth and Ultra HNIs, including NRI 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 Certified Financial Planner (CFP) in Pune
See full leaderboard →All reviews (5)
Bhoomi Deshpande
Working in Dubai
Would use again. They got the job done and Holistic advice. Just wish the portal was a bit more polished.
Holistic adviceFee-only0 netPushpalata Gokhale
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 funding0 netVasundhra Mishra
Returning to India soon
Fee-only. That's the short version. Long version: zero surprises, clear pricing, replied to emails within a day.
Fee-onlyHolistic advice0 netSavithri Raghavan
Working in Dubai
Honestly one of the few certified financial planner (cfp) I've worked with who actually understood the NRI side. Return-to-India planning — made the whole thing painless.
Return-to-India planning0 netIndumathi S.
IT consultant
Happy with them. Goal-based planning, though the initial onboarding had a couple of back-and-forths that could've been smoother.
Goal-based planning0 net
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