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Think Wealth

Wealth Manager / MFD Pune, Maharashtra
Rating4.0from 3 verified
Vouches35from the community
In Pune#1for Wealth Manager / MFD
Vouched by NRIs in🇺🇸20🇬🇧5🇦🇪3🇨🇦3🇦🇺2🇩🇪1
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NRI fit

From 3 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.

About this firm

Provider-supplied · weight lightly

Think Wealth offers sophisticated wealth management solutions tailored to meet the financial aspirations of clients, combining over twenty years of experience with a client-centric approach to financial services.

Questions answered publicly

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All reviews (3)

Filter:
  • Indumathi S.

    IT consultant

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

    Asset allocationGoal-based planning
    0 net
  • Pushpalata Gokhale

    Solid work overall. Goal-based planning. Communication could be a touch faster during peak season but the actual advice is sound.

    Goal-based planningAsset allocation
    0 net
  • Savithri Raghavan

    Working in Dubai

    They got the work done. Direct MF execution, but I had to follow up more than I'd like. Would consider others next time.

    Direct MF execution
    0 net

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