Your trusted partner in India

We help Non-Resident Indians (NRIs) and their families organise and streamline financial matters in India—those inherited as well as their own.

Working in the Indian system requires deep understanding, perseverance, and patience. 

With many years of relevant experience and a network of competent legal, accounting, and finance professionals, we can offer trustworthy solutions, customised for you.


Our story…

In the past few years, many friends and family living outside India approached us for our services. They needed support in understanding complex regulations, and navigating the time-consuming and often frustrating processes in India. 

Before their India visits, we understood their requirements and worked with Indian agencies to plan the necessary tasks and kept documentation ready.

We realised there are many other Indians living abroad who need such services.

We can be your facilitators and provide solutions.


Our services…

Organising assets

  • Bank accounts
  • Stocks & shares
  • Bonds & deposits
  • Mutual funds
  • Government schemes
  • Insurances
  • Real estate

Significant services

  • Remittances
  • Digitisation
  • Philanthropy
  • Investment advisory
  • Taxation advisory
  • Legal support

Succession

  • Wills
  • Trusts
  • Executorship
  • Estate planning
  • Power of Attorney

Note: Some of the above services will be facilitated by us
through our network of legal, accounting and financial professionals.


What our clients say…

Prior to my short trip to India, Aatman Advisors helped plan engagements and prepare documents to resolve my late father’s financial matters in consultation with Indian Institutions.

This made the tasks so much easier and less daunting than what I expected.”

― Bhupesh Nagar, California, USA

I was unable to remit my funds from India to the US due to red tape and official indifference. Gopa was kind enough to work with my bankers and was successful in remitting the funds.

This could not have happened but for her perseverance and never-give-up attitude.”

Jyoti Thakore, Florida, USA


About us…

Prakash Dalal

Prakash has spent most of his career at Kotak Mahindra Bank and has a deep understanding of the Financial and Capital Markets. He also understands the Indian Regulatory system well.

As a Wealth Manager, Prakash advised High Net-Worth Individuals on managing their financial assets. He has a natural friendly manner and qualities of dependability and empathy, which makes him an excellent advisor.

Prakash has also raised funds from Global Institutional and High Net-Worth Investors for Kotak’s Private Equity Fund. Earlier, he headed Sales and Marketing at Kotak Mutual Fund.

Prakash has an MBA from the prestigious Indian School of Business and a Masters in Mechanical Engineering from USA, where he  worked for several years.

Gopa Dalal

Gopa has interest and experience in Accounts and Operations. She started her career at a stock broker’s office.

After taking time off to raise a family, she taught mathematics to young children.

Gopa is a practical person and believes in using her common sense. Her perseverance and solution oriented approach has helped resolve many difficult problems, both in her personal as well as work life.

She takes active interest in the Indian financial markets and has a good understanding of the local system.

Gopa has a Masters Degree in Commerce from Gujarat University.

Prakash and Gopa are married and live in Mumbai.


Contact…

‘Aatman’ means Soul and ‘Pragyam’ means Wisdom and Intelligence in Sanskrit.

We will provide services with sincerity and understanding.

To get in touch:

Write to us at: aatmanadvisors@gmail.com

Call / WhatsApp us on: +91 99207 40444


Aatman Pragyam Advisors LLP: Registration Number AAW-9406