​

• Education -

  •  Masters Of Commerce 

  •  IT & Finance - Fintech 

• Exposure, Environment, Family -

  • Dad 

  • Grandfathers & Great Grandfathers 

  • Indian Govt / Federal Officers 

• Experience from all above - ​USA and India. (From 1997)

  • 1997 - Own investment portfolio under Mahesh Joshi 

    • Mahesh Joshi (Now Retired) - Chief Finance Officer, Additional Secretary, Chief & Independent Consultant to the following : 

      • Govt of Gujarat​, 

      • Govt of India, 

      • Treasury Department of India and Gujarat (Federal Reserve), 

      • Represented Govt of India twice for Taxation & International Trade Policies, 

      • Reliance Industries, 

      • Nirma Industries, 

      • Ambuja Cement.

      • Now teaches students and other top notch consultants, how to!

  • 2011 - Grace And Grooves Corp, Company investments​ (www.graceandgrooves.com)

  • 2014 - Friends and Family - Investment portfolio & Planning

  • 2022 - Friends and Family - Wealth Management, Trust & Will​​

• Own expertise, collective knowledge from all of above - International

  • Business Accounts,

  • Capital Generation,

  • Statistical Analysis,

  • Strategy & Planning,

  • Commerce,

  • Infrastructure,

  • Investments,

  • Sustainibility,

  • Risk Analysis,

  • Insurance,

  • Fintech,

  • Securities,

  • Digital Investments & Currencies,

  • Wealth Management,

  • Retirement Planning,

  • Estate Planning,

  • Tax Planning

  • Banking Infra.

• 2024 - Licenses & Certifications (USA) - Work in progress, NEW

  • Services open for other customers and clients.