Karan Chawla, a distinguished graduate from Delhi University and a Bachelor's in Law, stands as a fellow member of the Institute of Chartered Accountants of India. His academic prowess is complemented by his association with the renowned firm KPMG, boasts over 8 years of experience in corporate tax, international tax matters, individual tax and transfer pricing.

Karan's expertise aligns seamlessly with the intricacies of portfolio management services. He excels in corporate-tax advisory, tax litigation, due diligence, personal tax advisory, income-tax audits and transfer pricing has been a trusted advisor to both domestic and multinational companies. 

For clients seeking comprehensive advisory and compliance solutions tailored for portfolio management services, Karan is the go-to professional. His commitment to excellence ensures strategic financial guidance, meticulous adherence to tax regulations, and a reliable partnership in navigating the complexities of portfolio management.

Sneha has experience in the fields of Indirect Tax Compliances, Consultancy and Audits. She has over Seven years of post qualification experience in his areas of Practice.

She provides expert guidance and supervision for various audits like statutory audits, internal audits, tax audits, due diligence, management audits. She is leading various projects on Internal audit and risk advisory and GST Compliances and Analysis. She effectively engages with his clients in providing solutions around design and operating effectiveness of business process controls.

Key Chartered Qualifications:
Accountant (CA): ICAI, New Delhi, 2014.

Bachelor of Commerce (B.Com): University of Delhi, DU

Certificate Course from ICAl on Goods and Service Tax

Key Skills

Financial Due Diligence, Business Valuations,  Acting as Financial Consultants and Advisors

Advise on MOU / Shareholder agreements

Rajesh has a vast experience in the fields of litigation in the field of Direct Taxation, Assurance, Due diligence, Regulatory & Financial Consulting, Project Financing, Business Setup, Investment Consultancy, International Taxations and representation and litigation support.

He has over Twenty-four years of post qualification experience in his areas of Practice.

He is an expert in the field of Audit, Direct Taxation, valuation, FDI and has conducted various statutory audits, internal audits, tax audits, Due Diligence, consulting Direct Tax matters and valuation matters for funding.

He has also conducted audits for various Public Sector Undertaking, Banking Institutions and Private Sector Companies

Key Qualifications:

Chartered Accountant -ICAI, New Delhi 1998

Certificate course from ICAI on international

Taxation Certificate Course from ICAI on Goods andService Tax

Key Skills

Direct Tax Planning & Advisory. Research & Advisory, Business Planning & Due diligence.

A Fellow Member of the Institute of Chartered Accountants of India, and also holder of CFA Level 2 certification from Florida, USA and Bachelor of Commerce (Hons.) from Delhi University.

He has hands on experience in the profession for over 10 years and earlier has been associated with member firm of EY for over 5 years into the Assurance practice and has advised on the over-all improvement of the business performance for clients through his modern and customized solutions

His experience includes preparation and audit of financial statements prepared under IFRS, IND AS and Indian GAAP. He has In-depth working knowledge of accounting standards including financial instruments accounting and valuation.

He has been instrumental in providing automation business solutions and accounting systems for small to medium sized companies.

He has been representing at NCLT and NCLAT and has been instrumental in settlement of cases between various corporates.

He has worked extensively on Industrial Markets, Consumer Markets, Oil and gas and real estate sector and provides advice on various accounting, company law, taxation and other regulatory matters to various reputed multinational and large Indian conglomerates.

He specializes in connecting individuals, entrepreneurs, existing businesses, search funds and private equity investors with investment opportunities

He is helping businesses in debt restructuring; assisting large enterprises and SME’s in project financing, Capital Expenditure for Green- field/Brown-field Expansion, Acquisition Finance and Cross-Border projects funding. 

An advocate by profession, Ms. Jain runs a Delhi based boutique law firm ‘Dugain Legal, Advocates & Solicitors’ dealing into corporate and civil laws. She is a fellow member of the Institute of Company Secretaries of India, holds a Master’s degree in Commerce, and a Bachelor’s Degree in English Literature from the Delhi University. She also holds diploma and certificates in forensics, Prevention of Sexual Harassment Law, CSR and Internal Audit.

Ms. Jain has also intensively researched and written on corporate and economic laws and has published books and various articles to her credit. She is also associated with renowned Public companies and Listed companies as an independent director chairing their Audit, and Nomination & Remuneration Committee. She is also a part of the Internal Complaints Committee constituted as per the Prevention of Sexual Harassment law in various entities, chairing some of these.

She has been conferred with the ‘Young Women Entrepreneur Award 2020’ at the Great Visioners Award 2020. She is a visiting faculty at the three sister institutes, namely the ICAI, ICSI and ICMAI and also other management institutes spreading knowledge amongst practitioners, employed professionals and students on Corporate and Economic Laws. She is a mentor with the Startup India initiative of the Government of India, aiming growth and development of Startups. She has also been a freelance journalist with the Times Group actively having written on civic and economic issues.

She has been actively involved and has advocated issues of MSMEs, especially steering through the MSMEs out of NPA and Insolvency issues.

With more than 15 years of experience in the financial management and growth of businesses, Ritesh is a Chartered Accountant by profession. He has served on the boards of directors and as a strategy advisor for many major start-ups in India, helping them raise angel/seed funding as well as Series A and B funding.

Share market advisory is his passion and more than 25000 members were benefited via his pro-bono advisory services. Following his interest, Ritesh launched SR Wealth Elite presently manages 30 Crore plus portfolio's.

He has also worked as an Assistant Vice-President, Finance, for the company "MCube Capital." He was in charge of the Finance and Accounting Departments at the time of his appointment. Managed accounting and financial operations; specialised in financial regulations; and planned and budgeted long-term financial growth and expansion. He formerly worked as an Audit Manager at Lodha&Co., a well-known auditing firm based in New Delhi.

His previous associations include the BlackRock Asset Manager Fund, BHI Fund all of which are based in USA.

He has also been on the boards of directors for technology-based startups such as Camions Logistics (GoBolt), ARM Digital Media Pvt. Ltd., and Beekman Helix India, among others.

Ritesh is a firm believer in the power of sound financial management to generate wealth for all of the parties involved. His expertise are in process optimization through technological interface, recruiting best in class personnel to attain the specified aim.

He is being a driving force for Productivity & Value for organisations he served. Ritesh expertise rests in restructuring a company's business model in order to take advantage of current market trends while also complying with international tax regulations and working closely with bankers, regulators, auditors, etc.

Over 14 years of work experience in equity research. He holds a degree in MBA Finance & a SEBI Register Research Analyst. Lokesh has spent the last 14 years in Gurgaon, learning from people across the spectrum, some of whom are his mentors, and applying his strong fundamental and technical skills and hard-nosed number crunching and analytical skills to identify investment ideas. His strength is years of experience in identifying not-so-fashionable stock ideas. Most of these ideas have had a bedrock of strong fundamentals, superior balance sheets, boasted of high-quality promoters & great Technical momentum. He has coupled this approach with the strong feedback mechanism, which is effective due to his deep-rooted connections with equity-market veterans and leaders of corporate India.