
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
English, Hindi, Marathi
Mumbai, Maharashtra, India
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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Diploma on Management and Business FinanceUniversity of Mumbai
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Bachelor of Commerce (B.Com.)