Shalini Gupta
Financial Planning and Investment
About Shalini Gupta
Areas of Specialization
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."
"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."
"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."



