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Wealthwise Financial Services
Finance & Taxes
Services offers personalized solutions including financial planning, NRI tax compliance, retirement planning, 401(k) rollover assistance, asset repatriation, goal-based investing, & portfolio management.
About Wealthwise Financial Services
Wealthwise Financial Services is a trusted financial planning and wealth management firm led by CA Shantanu Kulkarni, a Chartered Accountant (India) and Certified Financial Planner (FPSB, USA) with over 20 years of experience in global banking and personal finance.
With expertise in both Indian and U.S. capital markets, the firm specializes in helping NRIs and global families make informed financial decisions across borders.
With a strong presence in the USA, Canada, Dubai, and India, Wealthwise Financial Services offers personalized solutions including financial planning, NRI tax compliance, retirement planning, 401(k) rollover assistance, asset repatriation, goal-based investing, and portfolio management.
Backed by a 2000+ client base across geographies, the firm is committed to delivering transparent, strategic, and long-term wealth solutions tailored to each client’s financial goals.
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