Renascent Wealth
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.
“Switched to them last year and never looked back. Fee-only, and they're straight about what they can and can't do.”
— Chandrika Pai🇺🇰
“Knowledgeable but a bit impersonal. No product pushing. Not a bad choice, just didn't feel like a fit for me long term.”
— Harjinder Bhatia🇨🇦
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
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)
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 funding0 netChandrika 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 advice0 netNandini Bhat
Used them for the second year running. Return-to-India planning and the turnaround is consistent.
Return-to-India planning0 netOmkar 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 planning0 netReshmi 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-only0 net
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