Sridevi Investment Advisory
NRI fit
From 5 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 5 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
About this firm
Sridevi, based out of Chennai, is an Investment Adviser registered with SEBI since 2013, specializing in comprehensive financial planning and retirement planning, and servicing clients including NRIs from various countries.
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 Certified Financial Planner (CFP) in Chennai
See full leaderboard →All reviews (5)
Jignesh Thakkar
NRI professional
Knowledgeable but a bit impersonal. No product pushing. Not a bad choice, just didn't feel like a fit for me long term.
No product pushingEducation funding0 netKamalesh Nadar
Entrepreneur in UAE
Have been with them for two years now. Fee-only. No upselling, no nonsense.
Fee-onlyHolistic advice0 netKaveri Hegde
Small business owner
Switched to them last year and never looked back. Return-to-India planning, and they're straight about what they can and can't do.
Return-to-India planning0 netKeshav Iyer
Living in Singapore
Happy with them. Goal-based planning, though the initial onboarding had a couple of back-and-forths that could've been smoother.
Goal-based planning0 netTejas Gadkari
Long-time NRI
Would use again. They got the job done and Holistic advice. Just wish the portal was a bit more polished.
Holistic adviceFee-only0 net
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