Advisors

I advise Global Indians and Non-Resident Indians (NRIs) on structured investment, wealth planning, and cross-border financial decision-making, with a focus on long-term capital preservation and disciplined growth. My work centers on helping clients navigate the complex interplay between Indian and overseas regulations, taxation, investment structures, and asset allocation, ensuring that financial decisions remain compliant, efficient, […]

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, American Express, Genpact and Price […]

I work with professionals, business owners, and families to design structured wealth strategies focused on long-term financial stability, risk management, and disciplined growth. With a strong background in banking and wealth management, my advisory work centres on helping clients make informed financial decisions through clear frameworks rather than reactive strategies. I guide clients across investment […]