Our Team
The people behind every plan.
A Chartered Accountant-led team bringing tax, investment, business and succession expertise together, so every client receives one coordinated plan.
Leadership team
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CA Anil Parekh
Founder & Managing Director
Investments, Corporate Advisory, Business Advisory and KPO Services veteran.
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Brigadier Sanjay Iyer (Retd.)
Independent Director
36 years in the Indian Army, including as India’s Defence Attaché to Germany, Austria and Switzerland (2019–23). Co-Founder & Director, Iyer & Sellmer Consulting; registered Independent Director (DIN: 10930861).
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CA Jainam Shah
Chief Consultant
Corporate Advisory, Project Finance or Loans, Internal Audits, NRI Tax and FEMA compliances, Business Transformation, Process re-engineering and KPO services.
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Akshay Sheth
Business Development, Financial Services and Lease Finance (20+ years) across Life Insurance, Secured Loans, Vehicle Leasing and Wealth Management.
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CA Sachin Kotadiya
Listed and Unlisted Corporate Audits, Due Diligence, Valuations and Tax Advisory.
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CA Savan Gokani
Listed and Unlisted Corporate Audits, M&A and Tax Advisory.
Our professionals
The team behind the work.
Chartered Accountants, compliance specialists and finance professionals across audit, tax, GST, NRI and FEMA compliance, virtual CFO services and investment planning.
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CA Bansi Keraliya
GST related Compliance and Litigation, Audit & Income Tax related Compliance, Business Advisory, Process Improvements.
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CS Dhairya Rathod
Corporate Governance & Advisory, Listing & Securities Compliance, Allied Legal Services related to FEMA, IBC and IPR.
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Jay Ranpara
Internal Audits, Business Advisory, Process re-engineering, Company Audit, Income Tax related Compliance.
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Om Patadiya
Audit related Work, Project Finance or Loans, Internal Audits, NRI Tax and FEMA compliances.
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Jalpesh Kotecha
Investment Planning and Portfolio management related Work.
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Vinod Parekh
Manager
Administration and overall office management.
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Mustak Bloch
Audit, Income Tax related Compliance, overall IT and office automation systems.
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Dikshit Sankharva
Investment Planning and Portfolio management related Work.
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Rutvi Hapaliya
Investment Planning and Portfolio management related Work.
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Krunal Jani
Loans & Finance, Accounting & Firm related Compliance.
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Aditya Raghavani
TDS, Audit, GST & Income Tax related Compliance.
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Yashvi Pitroda
GST, TDS, Internal Audit and Income Tax related Compliance.
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Riya Vasani
Trust Compliances, Audit & Income Tax related Work.
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Krishna Unadkat
GST, TDS, Internal Audit and Income Tax related Compliance.
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Ajay Ramavat
Audit & Income Tax related Work, Trust Compliances, Virtual CFO and KPO (Knowledge Process Outsourcing).
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Unnati Chokshi
TDS, Audit & Income Tax related Compliance.
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Avani Sareliya
TDS, Audit, GST & Income Tax related Compliance.
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Anjali Rathor
Virtual CFO and KPO (Knowledge Process Outsourcing) work.
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Bansi Vadodariya
Virtual CFO and KPO (Knowledge Process Outsourcing) work.
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Vruti Adesara
Virtual CFO and KPO (Knowledge Process Outsourcing) work.
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Milan Kothari
Banking, Loans and other office work.
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Khushbu Dalsaniya
Investment Planning and Portfolio management related Work.
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Krish Viradia
Investment Planning and Portfolio management related Work.
- Since 2006Two decades of client relationships
- 1,500+Individual clients served
- 100+Corporate clients served
- 30+Professionals in a CA-led team
Begin with a conversation about your legacy.
Start with a private, no-obligation conversation about where you are and where you want your wealth to go.