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, and aligned with long-term objectives. I typically work with: NRIs and Global Indians with assets in India and overseas, Promoters and business families managing cross-border wealth, Senior professionals seeking structured, risk-aware investment strategies The advisory approach is product-agnostic and fiduciary in nature, emphasizing: Strategic asset allocation, Tax-efficient investment structuring, Capital protection and liquidity planning, Long-term wealth compounding across jurisdictions In an environment where fragmented advice often leads to inefficiencies, my role is to bring clarity, structure, and continuity to complex financial decisions—especially where India-focused investments intersect with global financial lives. Engagements are advisory-led, confidential, and relationship-driven, designed for clients who value thoughtful decision-making over transactional outcomes.

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 Waterhouse, where she managed large finance operations, led process re-engineering programs, and delivered multi-million-dollar business value through transformation and automation. She has built and scaled high-performing teams and driven innumerable measurable outcomes As the Founder & Managing Partner of Gupta Shalini & Associates (GSA-India) currently, she leads a new-age professional services firm committed to excellence, innovation, and integrity in financial and management consulting. She blends her global corporate experience with an entrepreneurial vision, oƯering integrated services across Strategic Finance, Process Re-engineering & Transformation, Business Consulting, ESG & AI advisory with specialized expertise in GCC and GBS advisory. She has achieved Certification on Sustainable Financial Taxonomies’ from GIZ GmbH & IFC facilitated SBFN; Certification on Net Zero 101 from United Nations University and Certification from ISB on successful completion of Catalyst: Design Thinking for Strategic Leadership Programme. She is instrumental in coaching and mentoring working professionals and young students from esteemed educational institutions like IIMs, IITs and Delhi University Colleges and schools in diƯerent forums as Guest Speaker and Panelist. She was recently felicitated by Dr. Raj Bhushan Chaudhary (Minister of State for Jal Shakti & MP); Ms. Smita Duggal (Former MP & IRS IT Commissioner) and CA Vineet Kothari (Former Justice Gujarat HC and Supreme Court Advocate) for her commitment and contribution to providing financial awareness, professional learning and mentorship

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 planning, capital allocation, and portfolio structuring with a focus on sustainability and consistency. I typically work with: Senior professionals seeking structured wealth planning Business owners managing surplus capital Families planning long-term financial security Clients transitioning from traditional banking products to strategic wealth management My advisory philosophy is built on: Disciplined portfolio construction Risk-aware investment planning Long-term capital preservation Goal-aligned financial strategies Transparent, data-driven decision-making Having worked closely with banking and wealth ecosystems, I help clients cut through noise, avoid unnecessary complexity, and focus on financial decisions that compound over time. Engagements are consultative and relationship-led, ideal for clients who prefer thoughtful planning, accountability, and steady financial progress.