Strategic Advisory · Mumbai
Strategic Financial Guidance & Wealth Advisory for UHNIs and Enterprises
Bringing over 20 years of multifaceted expertise in taxation, corporate finance, legal advisory, and personal wealth management.
Chartered Accountant (CA)
Bachelor of Laws (LL.B.)
Certified Financial Planner (CFP)
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Approach
Virat advises UHNI and HNI families on holistic wealth planning, and works as a virtual CFO for small and mid-sized enterprises — with particular depth in the gem and jewellery sector. His practice draws on a chartered accountancy, a law degree, and specialised financial planning credentials.
Wealth Management
Customised investment strategies and generational wealth preservation for UHNI and HNI families.
Virtual CFO
Strategic financial leadership and MIS reporting for growing SMEs, with deep gem & jewellery expertise.
Taxation & Legal
Direct and indirect tax advisory, audit execution, and legal-financial consulting grounded in an LL.B. background.