CA Harrsh Jain
CEO & Co-Founder
Finance leader specializing in investment strategy and family office management. Oversees finance, technology, people, and client success across all firm verticals. Known for analytical depth and execution capability.
CA Naman Gangwal
CGO & Co-Founder
Cross-border finance expert in India-US tax and regulatory matters. Top-ranking professional in both the CA and US CPA exams; recognized for clarity, emotional intelligence, and human-centered leadership.
CA Akshay Nahar
CGO & Co-Founder
Specializes in structuring complex engagements including M&A and due diligence. Chartered Accountant and Company Secretary guiding businesses through compliance and financial strategy.
CA Amit Agarwal
CGO & Co-Founder
Cross-border finance leader in tax optimization and India-US regulatory navigation. Advises startups, unicorns, and listed companies on global expansion; known for collaborative leadership and strategic thinking.
Adv Disha Vakharia
Associate Partner
IP law specialist with 10,000+ case experience. Expert in trademark law, copyright protection, and brand enforcement across India and the US; serves startups, scale-ups, and multinationals on global IPR protection.
CA Nikit Bakliwal
Associate Partner
Chartered Accountant advising on cross-border tax matters for families and individuals. Specializes in individual tax optimization, foreign income, and dual tax residency issues; known for a client-first approach and integrity.