Sushil Finance
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.
“Decent firm. The senior partner was excellent on No churn; the junior staff sometimes needed prompting but nothing major.”
— Chaitanya Joshi🇺🇰
“Mixed experience honestly. Goal-based planning, but communication was slow during filing season. Final outcome was fine.”
— Lekha Warrier🇺🇸
About this firm
Sushil Finance specializes in providing financial services to Non-Resident Indian (NRI) clients, including investments in equities, IPOs, and mutual funds. Established in 1982, they cater to a wide range of international clients across various countries, offering tailored investment solutions.
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 Wealth Manager / MFD in Mumbai
See full leaderboard →All reviews (4)
Chaitanya Joshi
Decent firm. The senior partner was excellent on No churn; the junior staff sometimes needed prompting but nothing major.
No churn0 netLekha Warrier
Mixed experience honestly. Goal-based planning, but communication was slow during filing season. Final outcome was fine.
Goal-based planningSteady communication0 netZubin Contractor
Finance professional
They knew my Direct MF execution situation cold. No need to explain the basics three times like with the previous firm.
Direct MF executionNRI-aware0 netDebashish Bose
Would use again. They got the job done and Steady communication. Just wish the portal was a bit more polished.
Steady communicationGoal-based planning0 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 Sushil Finance? Claim this listing to add accurate info, services and pricing.
Sign in to claim this listing