Team

Our Team     
 

Jignesh K Shah, Chartered Accountant

  • CA Jignesh K Shah, Fellow Member of Institute of Chartered Accountats of India and DISA (ICAI).
  •  Professional Summary

CA Jignesh Shah is a highly respected Chartered Accountant with over 30 years of experience in the fields of finance, taxation, and fund-raising. Over the course of his distinguished career, he has advised corporates, HNI and entrepreneurial ventures on complex financial structuring, tax compliance, and capital mobilization. His expertise lies in securing funds from banks, financial institutions, and capital markets, while ensuring robust compliance and sustainable growth.

Core Competencies

  • Finance Advisory: Strategic financial planning, capital structuring, and liquidity management.
  • Taxation: Direct and indirect tax advisory, compliance, and representation before authorities.
  • Fund-Raising: Expertise in raising debt and equity from banks, NBFCs, and financial institutions.
  • Corporate Structuring: Designing efficient models for ventures, housing societies, and collaborative enterprises.
  • Legal Drafting: Preparation of agreements, governance documents, and compliance frameworks.
  • Strategic Branding: Positioning businesses for long-term growth and investor confidence.

Career Highlights

  • Successfully raised large-scale funding for SMEs and corporates through banks and financial institutions.
  • Advised on tax-efficient structures for housing societies and community ventures.
  • Drafted and implemented legal and compliance frameworks for complex business collaborations.
  • Guided clients through assessment proceedings and tax litigation, ensuring favorable outcomes.
  • Developed scenario-based investment models and peer comparison tools for informed decision-making.

Professional Approach

CA Jignesh Shah is known for his client-centric and solution-oriented approach, blending technical expertise with practical insights. He simplifies complex financial and legal concepts into accessible formats such as checklists and scenario models, empowering stakeholders to make confident decisions.

 

Parshwa Shah, Chartered Accountant

Parshwa Shah is a Chartered Accountant, with a Bachelor's Degree in Commerce from Mumbai University, He has successfully completed AMFI course conducted by NISM.  He is holding professional degree of CFA, USA  and Qualified Forensic Auditor from ICAI. 

A seasoned Chartered Accountant with more than 10 years of experience in finance, wealth management, and strategic advisory services. Adept at guiding individuals, families, and corporate businesses in achieving financial stability and growth through tailored investment strategies, tax planning, and compliance management. Recognized for delivering holistic financial solutions that balance risk, optimize returns, and ensure long-term wealth preservation.

Core Competencies

  • Wealth Management: Portfolio structuring, asset allocation, and risk management.
  • Financial Planning: Retirement planning, succession planning, and estate management.
  • Tax Advisory: Direct and indirect tax compliance, tax-efficient investment strategies.
  • Corporate Finance: Capital structuring, business valuation, and financial due diligence.
  • Investment Advisory: Equity, debt instruments, mutual funds, and alternative investments.
  • Career Highlights
  • Successfully managed portfolios of HNIs and SMEs, achieving consistent above-market returns.
  • Designed tax-efficient wealth transfer models for family-owned businesses.
  • Advised on strategic investments in renewable energy and emerging sectors, ensuring sustainable growth.
  • Led financial restructuring projects that improved liquidity and profitability for mid-sized enterprises.

 

 Kenali Shah, Chartered Accountant

Chartered Accountant (CA) | Company Secretary (CS) Experience: 7+ Years | Big Four Firms

 Professional Summary

Kenali Shah is a dual-qualified Chartered Accountant and Company Secretary with over 7 years of post-qualification experience, primarily with Big Four firms. She specializes in international taxation, company valuation, transfer pricing, and structuring Alternative Investment Funds (AIFs). Known for her ability to deliver strategic financial solutions that balance compliance, efficiency, and growth, Kenali has advised multinational corporations, investment funds, and high-net-worth clients on complex cross-border transactions.

 Core Competencies

  • International Taxation: Advisory on cross-border tax planning, BEPS compliance, and treaty interpretation.
  • Transfer Pricing: Documentation, benchmarking, and dispute resolution strategies.
  • Company Valuation: Business valuation for mergers, acquisitions, and fundraising.
  • AIF Structuring: Designing compliant and tax-efficient structures for Alternative Investment Funds.
  • Corporate Governance: Ensuring adherence to statutory and regulatory frameworks.
  • Mergers and acquisitions : M & A implications in cross-border acquisitions.

Career Highlights

  • Led transfer pricing documentation and litigation support for Fortune 500 clients.
  • Structured AIFs and private equity funds with optimized tax and compliance frameworks.
  • Managed valuation assignments for cross-border mergers and acquisitions.
  • Provided international tax advisory for inbound and outbound investments across multiple jurisdictions.
  • Contributed to policy-driven projects within Big Four firms, enhancing compliance efficiency

     

 

Our Team also Comprised with

            
- Senior Professionals                                    

- Graduates & Post Graduates 

- Ex Bankers                                      

-Article Trainees

- Support staff   

  

Our dedicated team comprises of competent people with extensive knowledge and experience. Our professionalism and expertise helps us to service our clients to their satisfaction. 

We are committed to provide consistent customized and workable solutions to our clients with highest level of dedication and professionalism incorporating advanced technology.