Managing Business with Wealth, Empowering Families.
Through strategic CFO services, expert consulting, and tailored family office solutions, we empower smarter business decisions, sustainable growth, and lasting generational wealth.
Our Teams
The Team Behind Our Success
CA Jitendra Jain
(Founder Chief Strategy Advisor)
- CA Jitendra Jain Is An Ex-banker Having Experience Of 15 Years+ In Banking, Finance, Management Consultancy & Business Advisory Services .A Man With A Vision To Take The Organization To A Globally Competitive Level. An Accomplished Yet Evolving Business Advisor, Acquisition Expert, Chief Finance Officer Who Has Forayed Planning And Analysis , Management Consultancy , With A Rare Track Record Of Success In Creating Sustainable Growth Model By Introduction Risk-free ,Feasible And Future- Proof Strategies For Budgeting , Working Capital And Cash Flow , Accounting System Analysis And Redesign And Succession Planning For The Established & Flourishing Entities .
- He Is A Regular Speaker On Industrial Platforms Like Federation Of Gujrat Industries , The Southern Gujrat Chamber Of Commerce & Industry , Exim Club And Indian Plastic Institute And Various Other Industrials Platforms. He is managing committee member of VCCI & panel member of MSME Skill at CII.
Swati Jain
(Founder and director)
- A MBA in marketing with Bachelor of Arts and Diploma in Naturopathy has more than 15 years of administrative experience in running the organization.
- She takes care of strategic management related to organizational growth, branch developments, leadership skills, team building etc. Family Office department is her brain child and takes care of the real estate division.
- She is secretary in International Naturopathy Organization and active in other social service platforms.
CA Rachit Shah
(AHMEDABAD BRANCH)
- His extensive portfolio in financial services includes expertise in Audit, Taxation, GST, and Income Tax Return preparation, having led numerous statutory, concurrent, and stock audits. A specialist in Tax Planning, strategic counsel has consistently optimized our clients' tax positions. His innovative approaches have reduced tax liabilities and enhanced financial efficiency while respecting all regulatory standards. His litigation prowess spans GST and Income Tax disputes. His strategic approach, deep legal understanding, and excellent case drafting skills make him a vital resource for clients navigating these complex areas. As our Ahmedabad Branch leader, his team and clients with his unwavering professional ethics and pursuit of excellence in the intricate world of financial services.
HOZEFA MALEK - HEAD
( Director and Head CFO Services )
- He is a Post Graduate in Finance, CMA (US) and Management Consultant having 13 Years of Experience, working as CFO to various SME Companies based out of Vadodara, Ahmedabad, Surat, Bangalore, Raipur and Dubai. Concentrating on Strategic, Financial and Risk Management works of Companies to Working on Routine Systems and process is what he has in his Portfolio. His Area of industries is Plastic, Pharma, Restaurants and FMCG. He has worked to turn-around Lots of Business from Loss Making to Profit Making Ventures through proper Restructuring, Applying Proper Processes, Fund Management and Costing. He takes care of CFO services.
CA AKSHAY SHAH-HEAD
(ANKLESHWAR BRANCH)
- A Chartered Accountant by profession, and an entrepreneur from heart, he has a wide array of experience in direct and indirect tax levies. He is managing Shah Akshay & Associates, Chartered Accounting Firm at Ankleshwar from 2015 in addition to over 3 years of experience as Article Assistant at Chaturvedi & Shah and Snehal & Associates, Mumbai. He has worked on issues involving interpretation of tax laws, business advisory, tax reporting, litigation assistance and compliance. He has advised many companies in transaction structuring and potential point of disputes, amongst other things from tax perspectives. He is also a graduate in commerce from Mithibai College of Commerce, University of Mumbai
CA PRATEEK JAIN –HEAD
(BANSWARA BRANCH)
- He is a qualified Chartered Accountant & also DISA Qualified from ICAI who brings with him over 8 years of experience having worked in corporate world. He works as a CFO in various companies on Budgeting, Financial analysis, System implementation and other several aspects. In past, he has worked with the TATA SIA Airlines Ltd (Vistara).
CA LAKSHMI SRUJANA SAYANA –HEAD
(HYDERABAD BRANCH)
- A Chartered Accountant by Profession. She has diverfied experience with Corporate and Non Corporate entities . She has vast experience in the areas of Accounting , Taxation and Auditing. She takes care of our Hyderabad Branch.
CA YASHWANTH H JAIN – HEAD
(CHENNAI BRANCH)
- He is a Managing Partner of Chennai Branch, who has established strong goals for the branch and leads the branch from the front. He has a diversified experience of working with Corporate and Non-Corporate entities. Prior to Practice, he was heading the Accounts & Audit Team of a Public Limited Company. His rich corporate experience had enabled seamless handling of the management of the organization. His experience of working with Diary Manufacturing Company adds great benefit to his practice. He has enormous practical exposure of Indirect Taxation (GST) and Auditing of Corporate Clients. He provides valuable insights into how companies can grow, 27diversify, and prosper to maximize their shareholder’s wealth.
CA NIDHI SHAH –HEAD
(BHARUCH BRANCH)
- A Chartered Accountant, Company Secretary and Cost and Management Accountant with over 5 years of Post-qualification experience in wide areas including GST consultancy, Income tax Return filling, Statutory Audit, Internal Audit, Bank Audit, Limited Review, LFAR, certification, Management Consultancy Services. During her assignment she has covered Banking Industry including NBFC, Broking firms, Pharma Industry, Engineering Units, Transport Industry, Telecom Industry, Real Estate Industry Etc.. She has worked with KPMG India for 2 years.
CA Vira Varvariya
- Vira has more than 3 years+ in internal audit, Financial analysis, System audit & Advisory services. He works as a CFO in many companies. In Past, he was associated with K.C Mehta & Company.He also has experience in Internal and Statutory Audit of Government Organizations such as Gujarat State Fertilizers and Chemicals, etc.
RAJKUMAR PRAJAPATI
(Senior Manager in Audit & Taxation Department)
- A Chartered Accountant Aspirant with over 8 years of extensive experience in financial and taxation fields, specializing in statutory audits, tax audits, and regulatory compliance. Proven track record in managing comprehensive audit assignments, financial reporting, and tax compliance for diverse sectors i.e., Direct & Indirect taxation, ensuring precise and timely delivery of critical financial information.
CA ZAHIDALI ATTARWALA
(senior Audit Manager)
- A Chartered accountant having 2.5 years of experience in statutory audit, Preparation of Financials, Income tax return, Tax audit, TDS return, GST return, of companies, individual, partnership firm, Stock audit report, ROC compliances. Taking training sessions on various issues like finance, current affairs, Excel automation, Ind As working.
CA JAY SHAH
(CFO Advisor)
- With over 10+ years of rich & diverse experience in the field of accounting, auditing, taxation, financial & business management services, my vision is to focus on transforming traditional accounting practices into proactive, future-ready financial strategies that help businesses achieve sustainable growth and navigate complex financial landscapes. From business administration to tax planning to managing compliances and regulatory filings to virtual CFO services and strategic advisory, my solutions are designed to adapt and scale with your long-term business goals.
CA KEMI SHAH
(CFO Advisor)
- He is a highly qualified Chartered Accountant with four years of experience in Income Tax, GST, Statutory Audit, Internal Audit, Tax Audit, Bank Concurrent Audit, and Stock Audit. Currently serving as the CFO for various SME companies based in Vadodara, he focuses on developing financial strategies to drive business growth and sustainability. His role includes optimizing cash flow to ensure liquidity, assisting SMEs in creating realistic budgets and financial forecasts, ensuring compliance with tax laws and regulatory requirements, identifying cost-saving opportunities to enhance profitability, and conducting competitor analysis to strengthen market positioning
CA KHUSHBOO MORYANI
(CFO advisor )
- Qualified Chartered Accountant with 3+ years of experience in Direct and Indirect Taxation, Audit and Assurance, Accounts and Finance. Currently she is a key member of the CFO team in a prominent logistics group of companies based in Gandhidham, Gujarat, contributing to the financial management and ensuring compliance of a diversified business
CA KEVAL KANABAR
(CFO advisor)
- A Qualified Chartered Accountant, with sound knowledge in the field of Taxation (Direct and indirect), Auditing (Internal as well External), Advisory and Due Diligence.
- Skilled at dedicated team player and good follower..
NIDHI MAHAJAN
(Senior Manager - Accounts & Finance Department)
- Nidhi brings over five years of hands-on experience in Accounts and Finance, specializing in financial bookkeeping and accounting for Tapanshi and its clients. She has also played a key role in office Administration and Payroll management support.
JYOTI SINGH THAKUR
(Asistant Manager -SME IPO)
- CA Intermediate qualified professional with 4+ years of diverse experience across accounting, marketing, startup advisory and IPO subsidy processes, complemented by practical expertise in social media marketing and brand development. Adept at supporting startups with both financial insights and promotional strategies, blending analytical acumen with creative execution to accelerate business growth.
SIMPHALEE ANTHONY - Executive
(Marketing Department)
- Experienced Tele caller with over 2 years of expertise in managing both inbound and outbound calls. Proficient in addressing client queries, scheduling meetings, maintaining detailed client records, and conducting day- to-day follow-ups. Demonstrated ability to effectively support the marketing department through strong communication skills and client relationship management..
PRAGYA NAHATA - Assistant
(SME IPO department)
- A CA Intermediate qualified professional with 3+ years of experience in accounting, taxation, financial compliance, and reporting. Currently, she is an active member of the SME IPO and Family Office team, where she contributes to financial analysis, ratio evaluation and the preparation of investor presentations. In the family office vertical, she is involved in preparing customized client questionnaires, financial overviews, investment checklists, and documents related to wills and succession planning.
CA AKSHAY SHAH-HEAD
(ANKLESHWAR BRANCH)
