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Truemind Capital

Wealth Manager / MFD Delhi, Delhi
Rating4.5from 4 verified
Vouches30from the community
In Delhi#2for Wealth Manager / MFD
Vouched by NRIs in🇺🇸17🇦🇪4🇬🇧4🇨🇦2🇦🇺1🇩🇪1

NRI fit

From 4 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 4 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

About this firm

Truemind Capital specializes in providing comprehensive investment solutions and financial advisory services for Non-Resident Indians (NRIs), addressing operational challenges related to investing in Indian markets. Their offerings include portfolio management, financial planning, and a range of financial products tailored for NRI clients.

Questions answered publicly

No public questions answered yet. Be the first to ask — answers help the next NRI evaluating this firm.

All reviews (4)

Filter:
  • Indumathi S.

    IT consultant

    They knew my Direct MF execution situation cold. No need to explain the basics three times like with the previous firm.

    Direct MF executionNRI-aware
    0 net
  • Prashanth Rao

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

    Steady communicationGoal-based planning
    0 net
  • Pushpalata Gokhale

    Decent firm. The senior partner was excellent on No churn; the junior staff sometimes needed prompting but nothing major.

    No churn
    0 net
  • Udayan Banerjee

    NRI professional

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

    Goal-based planningSteady communication
    0 net

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