XYZ Financial Advisors

Insurance Advisory Delhi, Delhi LinkedIn-verified

Rating4.2from 5 verified

Vouches21from the community

In Delhi#4for Insurance Advisory

Vouched by NRIs in🇺🇸11🇬🇧3🇦🇪2🇦🇺2🇨🇦2🇩🇪1

NRI fit

From 5 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.

Aggregated from 5 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

“Good experience. They handled my Parents health cover well, only minor nit is that follow-ups sometimes need a nudge.”

— Farhan Qureshi🇺🇸

“Knowledgeable but a bit impersonal. Claim support. Not a bad choice, just didn't feel like a fit for me long term.”

— Tejas Gadkari🇸🇬

Providing comprehensive financial planning and investment management services tailored for NRIs.

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

NYVO

4.3 (3)

LIC

4.43 (3)

LIC Agent Noida

4.44 (5)

Filter:

Farhan Qureshi
NRI in California
Good experience. They handled my Parents health cover well, only minor nit is that follow-ups sometimes need a nudge.
Parents health coverPatient explanations
0 net
Tejas Gadkari
Long-time NRI
Knowledgeable but a bit impersonal. Claim support. Not a bad choice, just didn't feel like a fit for me long term.
Claim supportNo mis-selling
0 net
Shyamal Das
Living in Singapore
Recommended by a colleague and now I get it. They actually read the fine print and flagged a deduction I would've missed.
Patient explanationsParents health cover
0 net
Keshav Iyer
Living in Singapore
Found them after a long search. Honest comparison and they don't waste your time. Filing went through cleanly the first try.
Honest comparison
0 net
Nirupama Reddy
Working in Dubai
Solid work overall. NRI term placement. Communication could be a touch faster during peak season but the actual advice is sound.
NRI term placement
0 net

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