Venn Wealth

Certified Financial Planner (CFP) Mumbai, Maharashtra

Rating4.3from 3 verified

Vouches18from the community

In Mumbai#2for Certified Financial Planner (CFP)

Vouched by NRIs in🇺🇸10🇦🇪2🇨🇦2🇬🇧2🇦🇺1🇩🇪1

Visit website

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.

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.

Strong endorsement · 4★

“Reliable and knowledgeable. Fee-only. Pricing on the higher side but you get what you pay for.”

— Savithri Raghavan🇺🇸

About this firm

Venn Wealth is a SEBI Registered Investment Advisor (RIA) based in Bangalore that specializes in personal finance and investment advisory services. They manage over 1200 Crores in assets for families around the globe and are committed to providing unbiased financial advice and effective solutions for their clients' financial objectives.

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 Mumbai

See full leaderboard →

#1 alternative 29

PrimeWealth

4.6 (4)

#2 alternative 18

Advisorkhoj

4.34 (5)

#3 alternative 16

Fintoo

4.55 (3)

All reviews (3)

Filter:

Savithri Raghavan
Working in Dubai
Reliable and knowledgeable. Fee-only. Pricing on the higher side but you get what you pay for.
Fee-onlyReturn-to-India planning
0 net
Indumathi S.
IT consultant
Have been with them for two years now. Return-to-India planning. No upselling, no nonsense.
Return-to-India planningFee-only
0 net
Bhoomi Deshpande
Working in Dubai
Good experience. They handled my Education funding well, only minor nit is that follow-ups sometimes need a nudge.
Education funding
0 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 Venn Wealth? Claim this listing to add accurate info, services and pricing.