A diverse team of specialists covering wealth management, international compliance, technology, valuation, and strategic advisory
Strategic Wealth & Compliance Advisor
International Tax & IFRS Specialist
AI & Automation Technology Lead
US/UK Accounting & Compliance Specialist
Valuation & Internal Controls Expert
Investment Advisory & Wealth Planning Expert
Get personalized guidance from our team of specialized professionals
FCA, DISA, FAFD, CCA
CA Alok Palod is a seasoned Fellow Chartered Accountant with multi-disciplinary credentials including DISA, FAFD and CCA. He brings boardroom-level insight into governance, controls and compliance, combining technical depth with practical thinking to advise individuals, families and enterprises on strategic structuring of wealth, real-estate holdings and corporate affairs in a compliant, tax-efficient and future-ready manner.
Integrated advisory on Indian direct tax filings, tax-efficient structuring, DTAA positions and end-to-end compliance documentation for individuals, families and enterprises
Strategic guidance on structuring Indian real-estate investments, RERA-linked documentation and property management oversight
Tax-focused review of investment portfolios and mutual fund holdings with emphasis on efficiency, regulatory cleanliness and long-term wealth preservation
Will planning, nomination structures and family arrangements for India and overseas assets to ensure smooth inter-generational transfer
Choice of entity, shareholder structuring, Companies Act compliances with governance-aligned inputs
Deal-oriented financial and tax due diligence for investments, acquisitions and strategic partnerships
Strategic guidance for startups including cap-table structuring, branding strategy and regulatory compliance
Led and reviewed complex audit, taxation and corporate advisory assignments for diverse businesses
Chartered Accountant
CA Rajat Gagrani is a distinguished Chartered Accountant and dynamic public speaker with deep expertise in outsourced finance, internal audit and international bookkeeping for global businesses. He brings hands-on experience managing overseas assignments, including US-linked accounting and audit mandates, translating IFRS/US GAAP and Indian regulations into clear, actionable strategies while building robust finance systems that support global growth and compliance.
Preparation of books, group reporting packs and reconciliations for foreign entities and cross-border structures
End-to-end bookkeeping, MIS and controllership support for overseas and founder-led global businesses
Residential status review, global income impact analysis, Indian tax optimization and return filing for NRIs, expats and returning Indians
Structuring NRE/NRO/FCNR banking, documentation for remittances, 15CA/15CB certifications and compliant fund repatriation
Comprehensive guidance on trade documentation, banking procedures and compliance for export/import businesses
Concurrent audits and internal control reviews for banking and finance-intensive entities
Assistance with global/Indian tax disclosures, DTAA benefit workings and foreign tax credit support
Strategic advisory for globally mobile clients on complex international tax and regulatory matters
Chartered Accountant • AICA Level-2 Certified
CA Akhil Kakhani is a tech-driven Chartered Accountant with software engineering background and advanced AICA Level-2 certification in AI and automation. He specializes in building AI-powered workflows and automation frameworks that transform traditional compliance into seamless systems. With deep hands-on experience in GST, indirect tax litigation, Income Tax, TDS and statutory audits, he delivers precise, technology-enabled outcomes covering the complete lifecycle of corporate entities and LLPs under MCA.
Design and deployment of intelligent automation systems for returns, reconciliations and compliance tracking
Professional websites and portals integrated with forms, task trackers and automated data capture
Registrations, GST architecture design, 2A/2B reconciliations, return filing and complex transaction advisory
Drafting replies, handling departmental proceedings and strategic representation in contentious GST cases
Comprehensive ROC/MCA compliance including annual and event-based filings and statutory certifications
Advisory and execution from entity selection and incorporation to restructuring and voluntary closure
Holistic tax planning, TDS management, assessments and representation for individuals and corporates
Process mapping and implementation of no-code/low-code/AI solutions to streamline office operations
CPA (USA) • MBA (Finance) • CA Finalist
CPA Shagun Baheti is an accomplished US CPA and seasoned finance professional with deep expertise in US and UK accounting, controllership and financial reporting, backed by MBA in Finance and CA Final-level training. She has worked in multinational environments with advanced ERP and cloud finance systems, focusing on robust internal controls and compliance, transforming complex international finance requirements into clear, actionable strategies for global leadership teams.
Full-scope bookkeeping, reconciliations and statutory/management financials for expatriates and overseas entities
Multi-country payroll, expat packages, bonuses and benefits with tax-aligned, audit-ready records
Design, implementation and health-check of accounting systems for US/UK and foreign operations
SOX-style controls, process documentation, risk-control matrices for multinational businesses
Structured close calendars, multi-entity consolidation for US, UK and other foreign operations
Insightful MIS and dashboards tailored for global operations and expat-led ventures
Statutory and management financials for globally active professionals and foreign-facing businesses
Comprehensive internal controls and governance frameworks for international operations
ACA • Registered Valuer (RVO, IBBI)
CA Gaurav Palod is a Chartered Accountant and Registered Valuer – Securities & Financial Assets with 8+ years of experience spanning valuation, internal audit and performance analytics. He combines Ind AS–driven financial reporting expertise with advanced financial modelling and IIM Ahmedabad supply chain certification to deliver robust, regulator-ready valuations and decision-focused insights, with strong operations-and-finance perspective for growth-oriented and compliance-focused organizations.
IBBI-aligned valuation of equity, preference shares, debentures for transactions, restructuring and regulatory filings
Risk-based internal audits, ICFR testing and design of control matrices to strengthen governance across functions
End-to-end drafting and standardization of SOPs with supply chain insights for enhanced efficiency
Ind AS-aligned valuations, financial models for M&A, fund-raising with scenario analysis
IIM Ahmedabad insights applied to procurement, inventory and logistics processes
FP&A support, profitability analysis and data-driven dashboards integrating operational metrics
Design and implementation of comprehensive risk management and control frameworks
Data-driven performance management and strategic insights for decision-making
Chartered Accountant • CFA Level II
CA Ayush Nawal is a Chartered Accountant and CFA Level II candidate with strong foundation in statutory audit and financial reporting, backed by Big 4 experience. He blends rigorous analytical skill with growth-focused, markets-driven mindset to design disciplined wealth-creation strategies, specializing in helping professionals and families structure their finances for long-term prosperity in India and abroad with expertise spanning portfolio design, financial planning and risk management.
Strategic guidance on tax-efficient structuring for relocating individuals, tax residency and multi-jurisdiction compliance
Design of robust wealth-holding structures and asset protection frameworks to safeguard domestic and overseas assets
Diversified global portfolios (equity, debt, ETFs) with focus on capital growth and tax-efficient allocation
End-to-end support on foreign asset disclosure, regulatory filings and optimization of international remittances
Research-driven portfolio strategies backed by CFA-level analytical frameworks for high-aspiration professionals
Goal-based financial planning for retirement and financial independence tailored for globally mobile families
Comprehensive risk assessment and calibrated investment approaches for capital preservation and growth
Analytics-based wealth management combining Big 4 audit rigor with markets-driven strategic thinking