Shalini Gupta

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Shalini Gupta
Available This Week
Featured NRI Advisor

Shalini Gupta

Financial Planning and Investment

Gurugram, India
25+ Years Experience
NRI & Global Indians
4.9
400+
Clients Served
150cr+
Assets Managed
25+
Years Experience
15+
Countries Covered

About Shalini Gupta

Shalini Gupta is a Chartered Accountant with over 25 years of leadership experience in Global Finance, Global Business Services, Operations, Reporting, Transitions, setting up and implementation of Global Capability Centres, Digital Business transformation, ESG, Compliance and Audit. Her career spans global organizations such as Bank of America, Morgan Stanley, Accenture,...
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Areas of Specialization

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Investment
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Tax planning
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Loans
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AI/Automation-/Pricess Transfirmation/ GCC set up/ESG

What Clients Say

★★★★★

"We engaged Shalini to lead the setup of our GCC in India and the results were exceptional. She brought a rare combination of strategic clarity and operational depth from governance frameworks to team structuring and process design. Her experience across Bank of America and Morgan Stanley gave her authority that instantly built confidence with our global leadership. The GCC was live in record time and performing above targets within the first quarter."

RA
Rohit Agarwal
Mumbai · February 2025
★★★★★

"Shalini led our finance transformation and ESG readiness programme and delivered beyond what we anticipated. She didn't just advise, she rolled up her sleeves, mapped every process gap, and drove the re-engineering from within. Her knowledge of sustainable financial taxonomies and ESG frameworks is genuinely world-class. For any organisation serious about transformation with integrity, she is the person you want in the room."

DN
Deepika Nair
Bengaluru · November 2024
★★★★★

"As a CFO looking to modernise our GBS operations, finding someone who truly understood both the corporate and consulting sides was critical. Shalini brought 25 years of hands-on experience from Accenture, Genpact and American Express into our engagement and it showed in every recommendation. She is sharp, structured, and extraordinarily professional. One of the most impactful advisors we have worked with."

VS
Vikram Sethi
Delhi · January 2025

Certifications & Qualifications

CA
The Institute of Chartered Accountants of India
Financial Management/Corporate Law/Taxation/Accounts/Economics/Statistics

Professional Experience

Corporate Sustainability Controller
Bank Of America Continuum Solutions Private Limited Gurgaon, Hariyana · Full-time
Oct 2022 - Present
Gurugram · On-site Reg W, ESG reporting & Disclosures and +4 skills
Vice President Finance
Morgan Stanley · Full-time
Jul 2020 - Oct 2022 · 2 yrs 4 mos
Digital Transformation, External Reporting, Legal Entity Management, Accounting, Controls and Governance
RTR Global Lead, Controllership & Operations
Accenture
Sep 2018 - Jul 2020 · 1 yr 11 mos
Managing a team of 50 people in different domains of Operations and Reporting
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