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RP Wealth Pvt. Ltd.

Wealth Manager / MFD Hyderabad, Telangana LinkedIn-verified
Rating4.2from 5 verified
Vouches19from the community
In Hyderabad#4for Wealth Manager / MFD
Vouched by NRIs in🇺🇸11🇦🇪3🇨🇦2🇬🇧2🇦🇺1
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NRI fit

From 5 reviews

A 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.

About this firm

RP Wealth Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor and SIF Distributor dedicated to serving NRI clients with comprehensive financial education and investment services. They focus on financial planning related to mutual funds, insurance, loans, and other financial goals.

Questions answered publicly

No public questions answered yet. Be the first to ask — answers help the next NRI evaluating this firm.

All reviews (5)

Filter:
  • Jignesh Thakkar

    NRI professional

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

    Asset allocationSteady communication
    0 net
  • Kaveri Hegde

    Small business owner

    Decent firm. The senior partner was excellent on No churn; the junior staff sometimes needed prompting but nothing major.

    No churnDirect MF execution
    0 net
  • Tejas Gadkari

    Long-time NRI

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

    NRI-aware
    0 net
  • Kamalesh Nadar

    Entrepreneur in UAE

    Solid work overall. Goal-based planning. Communication could be a touch faster during peak season but the actual advice is sound.

    Goal-based planning
    0 net
  • Keshav Iyer

    Living in Singapore

    They got the work done. Direct MF execution, but I had to follow up more than I'd like. Would consider others next time.

    Direct MF executionNo churn
    0 net

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