Soham Investments
NRI fit
From 4 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 4 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
“They walked me through every form and explained the why, not just the what. Patient explanations.”
— Balwinder Dhillon🇦🇺
“They got the work done. No mis-selling, but I had to follow up more than I'd like. Would consider others next time.”
— Chiranjib Mazumdar🇨🇦
About this firm
Providing a range of financial services with a focus on insurance and investment advice to ensure clients achieve financial goals with trustworthy relationships and extensive knowledge.
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 Insurance Advisory in Pune
See full leaderboard →All reviews (4)
Balwinder Dhillon
They walked me through every form and explained the why, not just the what. Patient explanations.
Patient explanations0 netThangaraj P.
Based in London
Have been with them for two years now. NRI term placement. No upselling, no nonsense.
NRI term placementNo mis-selling0 netSarojini Padmanabhan
Doctor settled in Munich
Recommended by a colleague and now I get it. They actually read the fine print and flagged a deduction I would've missed.
Parents health coverHonest comparison0 netChiranjib Mazumdar
Returned to India, 2025
They got the work done. No mis-selling, but I had to follow up more than I'd like. Would consider others next time.
No mis-sellingNRI term placement0 net
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