NRI Money Clinic
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.
“Happy with them. Goal-based planning, though the initial onboarding had a couple of back-and-forths that could've been smoother.”
— Shyamal Das🇺🇸
“Knowledgeable but a bit impersonal. No product pushing. Not a bad choice, just didn't feel like a fit for me long term.”
— Hemant Patwardhan🇺🇸
About this firm
NRI Money Clinic, founded by Dr. Chandrakantha Bhat and Tejas Bhat, is dedicated to providing accurate and insightful financial education tailored specifically for NRIs, OCIs, and PIOs, offering services such as retirement planning, wealth building, tax planning, and portfolio management.
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 Bengaluru
See full leaderboard →All reviews (5)
Shyamal Das
Living in Singapore
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 netGayathri Venkat
Based in London
Used them for the second year running. Return-to-India planning and the turnaround is consistent.
Return-to-India planning0 netParvez Merchant
Banking professional
They walked me through every form and explained the why, not just the what. Education funding.
Education fundingNo product pushing0 netShreelata Menon
Small business owner
Have been with them for two years now. Fee-only. No upselling, no nonsense.
Fee-onlyHolistic advice0 netHemant Patwardhan
Living in Singapore
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 net
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