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Renascent Wealth

Certified Financial Planner (CFP) Pune, Maharashtra LinkedIn-verified
Rating4.4from 5 verified
Vouches16from the community
In Pune#6for Certified Financial Planner (CFP)
Vouched by NRIs in🇺🇸8🇦🇪2🇨🇦2🇬🇧2🇦🇺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.

About this firm

Renascent Wealth is a financial planning and investment consulting firm based in Pune, specializing in wealth management and comprehensive financial planning services for individuals and families.

Questions answered publicly

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All reviews (5)

Filter:
  • Harjinder Bhatia

    IT consultant

    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 funding
    0 net
  • Chandrika Pai

    Settled in Sydney

    Switched to them last year and never looked back. Fee-only, and they're straight about what they can and can't do.

    Fee-onlyHolistic advice
    0 net
  • Nandini Bhat

    Used them for the second year running. Return-to-India planning and the turnaround is consistent.

    Return-to-India planning
    0 net
  • Omkar Kulkarni

    Healthcare worker abroad

    Found them after a long search. Goal-based planning and they don't waste your time. Filing went through cleanly the first try.

    Goal-based planning
    0 net
  • Reshmi Pillai

    Entrepreneur in UAE

    Would use again. They got the job done and Holistic advice. Just wish the portal was a bit more polished.

    Holistic adviceFee-only
    0 net

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