S

Shomesh Kumar Investment Adviser

SEBI Registered Investment Advisor Hyderabad, Telangana LinkedIn-verified
Rating4.6from 5 verified
Vouches18from the community
In Hyderabad#2for SEBI Registered Investment Advisor
Vouched by NRIs in🇺🇸10🇦🇪3🇨🇦2🇬🇧2🇦🇺1
CallWhatsApp

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.

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.

About this firm

Shomesh Kumar is a SEBI registered investment adviser with extensive experience in financial services, offering personalized investment strategies, financial planning, and wealth creation guidance tailored to achieve clients' specific 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:
  • Vasundhra Mishra

    Returning to India soon

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

    PFIC-awareFiduciary
    0 net
  • Amritpal Sandhu

    NRI professional

    Used them for the second year running. Fee-only advisory and the turnaround is consistent.

    Fee-only advisory
    0 net
  • Deepankar Sen

    Researcher

    Happy with them. Transparent fees, though the initial onboarding had a couple of back-and-forths that could've been smoother.

    Transparent fees
    0 net
  • Poornima Acharya

    Finance professional

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

    FiduciaryPFIC-aware
    0 net
  • Lalitha Swaminathan

    Long-time NRI

    They knew my Long-term focus situation cold. No need to explain the basics three times like with the previous firm.

    Long-term focusDirect mutual funds
    0 net

Trust & how this listing works

  • Reviews require sign-in. Each reviewer profile is visible. Helpful votes shape what surfaces.
  • Vouches are weighted by NRI verification status, recency, and one vote per person.
  • This listing is unclaimed. Contact details are community-sourced — verify before sending money.
  • See something off? Moderators review reports daily.

Are you Shomesh Kumar Investment Adviser? Claim this listing to add accurate info, services and pricing.

Sign in to claim this listing