Sapient Wealth Advisors
NRI fit
From 3 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 3 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
About this firm
Sapient Wealth Advisors is a Mumbai-based firm that provides investment advisory and financial planning services. The firm aims to help clients build a financial roadmap to achieve their financial goals, operating on principles of service, trust, empathy, advice, and relationship-building. They offer customized strategies for wealth management, including growth, protection, and transfer of assets. Their services encompass estate planning, retirement planning, tax planning, investment advisory, general financial planning, insurance, and education savings. Sapient Wealth Advisors serves a diverse clientele, including High Net Worth (HNI) and Ultra High Net Worth Individuals (UHNI), women, business owners, Gen Z and millennial investors, and retirees. The firm emphasizes providing research-backed, unbiased guidance, aiming to build long-lasting relationships with clients. Sapient Wealth Advisors highlights its global footprint, managing clients in over 15 countries. They state their team navigates cross-border finance, focusing on compliance and maximizing opportunities for international clients. They also claim expertise in simplified KYC, taxation, and repatriation, and mention staying informed on global market trends to support informed financial decisions worldwide. The firm's leadership includes Dhruv Mehta, Chairman, and Roopa Venkatkrishnan and Paresh Kariya as Directors.
Questions answered publicly
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Compare with the top 3 Estate & Succession Planning in Mumbai
See full leaderboard →All reviews (3)
Madhavan Unni
Software engineer in Bay Area
Clear explanations. That's the short version. Long version: zero surprises, clear pricing, replied to emails within a day.
Clear explanations0 netHargovind Sachdev
Tech lead
Worth every rupee. They handled my situation from Patient with family without me having to chase them once.
Patient with familyCross-border planning0 netRituparna Ghosh
Chartered accountant
Recommended by a colleague and now I get it. They actually read the fine print and flagged a deduction I would've missed.
Cross-border planningPatient with family0 net
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