PrimeWealth
NRI fit
From 4 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 4 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
About this firm
PrimeWealth is a wealth management firm that specializes in helping Non-Resident Indians (NRIs) and Overseas Citizens of India (OCIs) with financial planning, investment management, and cross-border wealth solutions.
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 Mumbai
See full leaderboard →All reviews (4)
Jagannath Patro
Tech professional abroad
Honestly one of the few certified financial planner (cfp) I've worked with who actually understood the NRI side. Holistic advice — made the whole thing painless.
Holistic adviceReturn-to-India planning0 netGurpreet Ahuja
Based in London
They knew my No product pushing situation cold. No need to explain the basics three times like with the previous firm.
No product pushing0 netAshwathi Kartha
Returning NRI
Used them for the second year running. Return-to-India planning and the turnaround is consistent.
Return-to-India planningHolistic advice0 netSulochana M.
Settled in Sydney
Good experience. They handled my Education funding well, only minor nit is that follow-ups sometimes need a nudge.
Education fundingGoal-based planning0 net
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