Book a call with Piyush Khandelwal on sprect.
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availableavailable on 3rd September

Piyush Khandelwal

availableavailable on 3rd September

CA & Investment Advisor | Wealth, Tax & Estate Planning for HNIs | Ex-CFO | Independent Director | CFA L2

CA & Investment Advisor | Wealth, Tax & Estate Planning for HNIs | Ex-CFO | Independent Director | CFA L2

languagesEnglish, Hindi, Marathi

locationMumbai, Maharashtra, India

Talk to me about
#WealthManagement
#TaxPlanning
#FinancialPlanning
#EstatePlanning
#InvestmentAdvisory
#PortfolioManagement
#FamilyOfficeManagement
#CrossBorderStructuring
#CorporateTax
#AssetAllocation

I am a Chartered Accountant and NISM-registered Investment Advisor with over 16 years of experience helping high-net-worth individuals, family offices, and entrepreneurs build and protect serious wealth.

My work spans the full spectrum of financial decision-making: investment strategy, tax planning, estate structuring, and cross-border wealth management. I have served as CFO, CIO, and Head of Family Office across institutional and entrepreneurial environments, so I understand what it takes to m...Read more

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