About Aatman Advisors
Aatman Advisors is a Professional & Legal Services company founded in 2021. It offers financial management and advisory services for Non-Resident Indians in India. It operates on a B2C and Agency model in Professional & Legal Services and Financial Services sectors. Its website aatmanadvisors.com draws about 681 thousand monthly visits. Aatman Advisors offers products and services including Financial Advisory, Remittances, Taxation Advisory, Estate Planning, and Investment Advisory. Its focus areas include Legal Services, Estate Planning, Succession and Wills and Trusts. Its legal entity in India is Aatman Pragyam Advisors LLP (AAW-9406). Its competitors include Fidelity Investments, Investec, HSBC, Aviva and BNP Paribas and 4 more; 2 of its 9 listed competitors have raised funding.
Company details
Aatman Advisors assists Non-Resident Indians and their families in organizing financial matters in India, including inherited and personal assets. They provide customized solutions through a network of legal, accounting, and finance professionals, handling tasks like remittances, taxation, and estate planning. Based in Mumbai, they navigate complex regulations to streamline processes for clients abroad, ensuring efficient and trustworthy support.
- SectorsProfessional & Legal ServicesFinancial Services
- Email••••••••
- Phone•••• ••••
- Website aatmanadvisors.com
- Legal Name Aatman Pragyam Advisors Llp
- Date of Incorporation 05 May, 2021
- Jurisdiction Mumbai, Maharashtra, India
Associated legal entities of Aatman Advisors
Aatman Advisors operates through Aatman Pragyam Advisors Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Aatman Pragyam Advisors Llp CIN AAW-9406 | Active | 05 May 2021 | Mumbai, Maharashtra | – | – | 2 | View details |
Products & Services of Aatman Advisors
Aatman Advisors offers a comprehensive portfolio of products and services, including Financial Advisory, Remittances, Taxation Advisory, Estate Planning, and Investment Advisory.
Advises on managing financial assets and investments for NRIs in India
Facilitates fund transfers from India to abroad for NRIs
Provides guidance on tax matters and compliance for NRIs
Assists with wills, trusts, and succession planning for Indian assets
Offers advice on stocks, mutual funds, and other investments in India
Board of directors of Aatman Pragyam Advisors Llp (Aatman Advisors)
Aatman Pragyam Advisors Llp is the primary company behind Aatman Advisors. The board of Aatman Pragyam Advisors Llp currently have 2 directors; the longest-serving is Gopa Prakash Dalal, appointed in 2021.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Gopa Prakash Dalal DIN 09166443 | Designated Partner | 05 May 2021 | 5 yrs 5 mo | Aatman Pragyam Advisors Llp |
| Prakash Bhagwandas Dalal DIN 09166092 | Designated Partner | 05 May 2021 | 5 yrs 5 mo | Aatman Pragyam Advisors Llp |
Competitors of Aatman Advisors
Aatman Advisors has 9 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Investec, HSBC, Aviva and BNP Paribas, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| hsbc.com | 1865 | London, United Kingdom | – | 220,861 | Universal banking and financial advisory services are provided globally. | |
| aviva.com | 1696 | London, United Kingdom | – | 27,873 | Insurance and asset management services are offered in multiple regions. | |
| group.bnpparibas | 1848 | Paris, France | – | 198,011 | Banking & financial service provider | |
| generali.com | 1831 | Trieste, Italy | – | 71,327 | Diversified insurance and asset management services are offered globally. | |
| nordea.com | 1820 | Stockholm, Sweden | – | 30,399 | Nordea is recognized as a leading Nordic universal bank. | |
| hayfin.com | 2013 | London, United Kingdom | $6.2B | 62 | Private debt investments are directed across multiple sectors. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Aatman Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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Verified entity values are shown only after access is granted.
Web traffic of Aatman Advisors
The website of Aatman Advisors (aatmanadvisors.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Aatman Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Aatman Advisors
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Legal Services
10 companies that operate in the same segment as Aatman Advisors (Legal Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of CLM, litigation, and risk & compliance services | 1999 | New York, New York, United States | USD 50 M | – | – | |
Provider of legal advisory services | 1863 | San Francisco, California, United States | – | – | 1,836 | |
Legal and professional services are delivered by Gateley. | 1808 | Birmingham, England, United Kingdom | – | USD 262.45 M | – | |
Court reporting and litigation services are provided by Veritext. | 1997 | Cherry Hill, New Jersey, United States | – | – | 947 | |
Provider of consulting, advisory & expert services for construction & engineering industries | 2016 | Warrington, England, United Kingdom | – | – | 237 | |
Legal services for consumer-company disputes are provided. | 2004 | Oakland, California, United States | USD 11.53 M | – | – | |
Provider of legal services to technology and life science companies | 1961 | Palo Alto, California, United States | – | – | 1,953 | |
Legal services to businesses are provided across multiple practice areas. | 1878 | Minneapolis, Minnesota, United States | – | – | 903 | |
Legal consulting solutions are managed through specialized services. | 2007 | Philadelphia, Pennsylvania, United States | – | – | 317 | |
Investigative and risk advisory services are provided worldwide. | 1994 | New York, New York, United States | – | – | 170 |
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Frequently Asked Questions about Aatman Advisors
Aatman Advisors was founded in 2021.
Aatman Advisors assists Non-Resident Indians and their families in organizing financial matters in India, including inherited and personal assets. They provide customized solutions through a network of legal, accounting, and finance professionals, handling tasks like remittances, taxation, and estate planning. Based in Mumbai, they navigate complex regulations to streamline processes for clients abroad, ensuring efficient and trustworthy support.
Aatman Advisors's top competitors include Fidelity Investments, Investec and HSBC.
Aatman Advisors offers Financial Advisory, Remittances, Taxation Advisory, Estate Planning, and Investment Advisory.
Aatman Advisors operates through Aatman Pragyam Advisors Llp.
The legal entities of Aatman Advisors currently have 2 directors, including Gopa Prakash Dalal, Prakash Bhagwandas Dalal.
The website of Aatman Advisors receives about 681 thousand visits a month.