Parth P Jani

Director

Parth is a Chartered Accountant from the Institute of chartered accountants of India and Master of commerce form the Gujarat University. He is a Certified Information system Auditor form the Institute of Chartered accountants of India.

Parth is having a vast experience in the field of Risk based internal audit and have served a client of various industries like, Construction, Information Technology, Manufacturing, Academic Institution Etc. He has performed the assignments of Preparation and testing of Internal financial control (IFC) and preparation of Standard operating procedure (SOPs) of limited companies in the Manufacturing, Construction and BOT Sector.

Parth is also working in the field of Project Finance, Funding to Startups, Funding to MSMEs and Various Subsidy schemes available for the business.

He has a vision to develop the work across the geographical boundaries hence he is pursuing Association of Chartered Certified Accountants (ACCA) course for developing the presence of Company outside Indian boundaries.

Yash Shah

Director

Yash Shah is a Director with over a decade of experience in accounts, finance, and investment advisory, with a specialised focus on wealth and succession planning, wealth management, structured alternative investments, and insurance planning.

Over the years, he has managed a portfolio of more than 150 clients, guiding individuals and families in designing appropriate asset allocation strategies and disciplined investment plans aligned with their long-term goals.

Yash works closely with clients to craft customised, research-backed financial solutions that help convert short-term riches into sustainable multi-generational wealth.

His advisory approach is rooted in transparency, risk-awareness, and continuous engagement, ensuring that financial strategies remain responsive to changing life stages and market conditions. Driven by a vision to enable thousands of people to achieve financial independence, he places strong emphasis on education-led advisory, helping clients make informed decisions across the financial universe, from core investments to protection and legacy planning.