Guiding Your Vision.Protecting Your Legacy.
Tapanshi Family Office: Beyond Wealth Management
Founded on the principles of trust, integrity, and excellence, Tapanshi Family Office was established to guide families through the complexities of managing and growing wealth. Since our inception in 2011, we have evolved from a boutique advisory firm into a leading multi-family office, delivering 360° solutions to clients across India and internationally. Our Family Office Team provides comprehensive services that go beyond traditional wealth management:
- Business & Family Consulting – structuring businesses and planning for generational continuity.
Financial Administration & Accountability – ensuring complete financial transparency.
Accounting & Taxes – simplifying compliance and improving tax efficiency.
Investment Advisory – preserving and growing wealth with tailored strategies.
Risk Management – protecting assets and minimizing uncertainties.
Household Employee & Payroll Management – streamlining family operations.
Estate & Philanthropy Planning – building legacy, succession, and impact initiatives.
Advisor & Project Management – coordinating experts and complex family projects.
At Tapanshi Family Office, we are more than advisors — we are partners in preserving and growing your family’s wealth. By combining traditional values with modern expertise, we ensure every decision aligns with your unique vision and goals.
Driven by Purpose, Inspired by Trust
Vision
- To be a globally recognized family office, dedicated to fostering the long-term success and legacy of the families we serve. We aim to create enduring value by delivering tailored financial strategies that align with each family's goals, ensuring their wealth is preserved and enhanced for future generations.
Mission
- Our mission is to deliver comprehensive, reliable, and personalized family office services that empower families to preserve, manage, and grow their wealth across generations. We strive to be the trusted partner for affluent families, providing bespoke financial solutions that address the unique complexities of wealth management with integrity and precision.
Our Values
- Integrity : We uphold the highest standards of integrity in all our actions.
- Client-Centricity : Our clients are at the heart of everything we do; their success is our success.
- Innovation : We continuously seek innovative solutions to enhance the value we provide.
- Collaboration : We believe in the power of teamwork and work closely with our clients to achieve their goals.
Our Teams
The Team Behind Our Success
CA Jitendra Jain
(Founder & chief strategy advisor)
Swati Jain
(Founder and director)
CA Rachit Shah
(Head audit and assurance)
HOZEFA MALEK
( Director and head cfo services )
CA AKSHAY SHAH
( HEAD - ANKLESHWAR BRANCH)
CA PRATEEK JAIN
( HEAD - BANSWARA BRANCH)
CA LAKSHMI SRUJANA SAYANA
( HEAD - HYDERABAD BRANCH )
CA YASHWANTH H JAIN
( HEAD - CHENNAI BRANCH)
CA NIDHI SHAH
( head -bharuch branch)
CA Vira Varvariya
(CFO advisor)
CA JAY SHAH
(CFO Advisor)
CA KEMI SHAH
(CFO Advisor)
CA KHUSHBOO MORYANI
(CFO advisor)
CA KEVAL KANABAR
(CFO advisor)
RAJKUMAR PRAJAPATI
(Senior Manager in Audit & Taxation Department)
NIDHI MAHAJAN
(Senior Manager - Accounts & Finance Department)
JYOTI SINGH THAKUR
(Assistant Manager -SME IPO)
Simphalee Anthony
(Marketing Department)
Pragya nahata
(SME IPO department)