Wealthy
NRI fit
From 5 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 5 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
About this firm
Wealthy provides a platform for mutual fund distributors, helping them grow their business with advanced technology, product research, learning, and full support.
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 Insurance Advisory in Bengaluru
See full leaderboard →All reviews (5)
Shreelata Menon
Small business owner
Claim support. That's the short version. Long version: zero surprises, clear pricing, replied to emails within a day.
Claim supportNo mis-selling0 netRanvijay Chauhan
Solid work overall. NRI term placement. Communication could be a touch faster during peak season but the actual advice is sound.
NRI term placement0 netHemant Patwardhan
Living in Singapore
Worth every rupee. They handled my situation from Honest comparison without me having to chase them once.
Honest comparison0 netGayathri Venkat
Based in London
Switched to them last year and never looked back. No mis-selling, and they're straight about what they can and can't do.
No mis-sellingClaim support0 netParvez Merchant
Banking professional
Decent firm. The senior partner was excellent on Patient explanations; the junior staff sometimes needed prompting but nothing major.
Patient explanationsParents health cover0 net
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