Turtle Finance
NRI fit
From 3 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 3 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
About this firm
Turtle Finance offers tailored financial planning services specifically for NRIs, helping to navigate complex financial landscapes, including investment advisory, tax planning, estate planning, and compliance. Their mission is to provide accessible and personalized advice to ensure informed financial decisions for non-resident Indians.
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 SEBI Registered Investment Advisor in Delhi
See full leaderboard →All reviews (3)
Roopa Kamath
Settled in Sydney
Honestly one of the few sebi registered investment advisor I've worked with who actually understood the NRI side. Fee-only advisory — made the whole thing painless.
Fee-only advisoryPFIC-aware0 netVenkataraman K.
They knew my Direct mutual funds situation cold. No need to explain the basics three times like with the previous firm.
Direct mutual funds0 netTrupthi Shenoy
Reliable and knowledgeable. PFIC-aware. Pricing on the higher side but you get what you pay for.
PFIC-awareFee-only advisory0 net
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