Different expertise.
One family conversation.

The right person for each matter—connected through one continuing relationship.

Families should not have to repeat their complete financial story every time a question arises. Our team keeps the context connected, while each professional contributes within the appropriate area of expertise.

01 · RELATIONSHIP TEAM

Ankit Tiwari

MBE, LLB · Partner & Founder

Over 12 years of experience across NRI, HNI, business-family and corporate relationships.

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• Multi-generational goal conversations, mutual fund portfolio frameworks and family continuity.
• NRI India-linked goals, documentation and long-term relationship reviews.
• Leads investor relationships, process discipline and coordinated family conversations.

02 · RELATIONSHIP TEAM

Shubham Pathak

MBA, LLB, M.Com · Associate

Legal, commercial and documentation perspective for families and business owners.

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• Investor documentation, process coordination and relationship continuity.
• Supports records and communication around long-term mutual fund participation.
• Helps organise the information families need for clearer review conversations.

03 · RELATIONSHIP TEAM

CA Akshay Gupta

Chartered Accountant · Independent Tax Consultant

Practising Chartered Accountant with more than 10 years in taxation and compliance.

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• Independent tax and compliance input based on individual circumstances.
• Resident and NRI tax questions considered separately from investment facilitation.
• Coordinates with the relationship team where professional tax context is required.