Sahajmoney Financial Planning

SEBI Registered Investment Advisor Hyderabad, Telangana

Rating4.3from 3 verified

Vouches21from the community

In Hyderabad#3for SEBI Registered Investment Advisor

Vouched by NRIs in🇺🇸12🇬🇧3🇨🇦2🇦🇪1🇦🇺1🇩🇪1

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NRI fit

From 3 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.

What reviewers consistently say

Aggregated from 3 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

Strong endorsement · 4★

“Good experience. They handled my Direct mutual funds well, only minor nit is that follow-ups sometimes need a nudge.”

— Balwinder Dhillon🇦🇺

About this firm

Sahajmoney offers fee-only financial planning services, ensuring clients are charged solely for the insights and advice provided, without the influence of commissions.

Questions answered publicly

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Compare with the top 3 SEBI Registered Investment Advisor in Hyderabad

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All reviews (3)

Filter:

Balwinder Dhillon
Good experience. They handled my Direct mutual funds well, only minor nit is that follow-ups sometimes need a nudge.
Direct mutual funds
0 net
Sarojini Padmanabhan
Doctor settled in Munich
Reliable and knowledgeable. PFIC-aware. Pricing on the higher side but you get what you pay for.
PFIC-awareFee-only advisory
0 net
Thangaraj P.
Based in London
Used them for the second year running. Fee-only advisory and the turnaround is consistent.
Fee-only advisoryPFIC-aware
0 net

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