Finance Infra - USA, India
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Education -
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Exposure, Environment, Family -
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Indian Govt / Federal Officers
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Experience from all above - USA and India. (From 1997)
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1997 - Own investment portfolio under Mahesh Joshi
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Mahesh Joshi (Now Retired) - Chief Finance Officer, Additional Secretary, Chief & Independent Consultant to the following :
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Govt of Gujarat,
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Govt of India,
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Treasury Department of India and Gujarat (Federal Reserve),
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Represented Govt of India twice for Taxation & International Trade Policies,
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Reliance Industries,
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Nirma Industries,
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Ambuja Cement.
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Now teaches students and other top notch consultants, how to!
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2011 - Grace And Grooves Corp, Company investments (www.graceandgrooves.com)
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2014 - Friends and Family - Investment portfolio & Planning
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2022 - Friends and Family - Wealth Management, Trust & Will
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Own expertise, collective knowledge from all of above - International
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Business Accounts,
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Capital Generation,
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Statistical Analysis,
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Strategy & Planning,
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Commerce,
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Infrastructure,
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Investments,
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Sustainibility,
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Risk Analysis,
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Insurance,
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Fintech,
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Securities,
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Digital Investments & Currencies,
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Wealth Management,
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Retirement Planning,
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Estate Planning,
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Tax Planning
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Banking Infra.
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2024 - Licenses & Certifications (USA) - Work in progress, NEW
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Services open for other customers and clients.
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I am currently obtaining licenses and certifications required to legally offer services like insurance, real estate & such others, which fall under investments. I have never offered these to anybody, as selling them without proper licensing is not permitted.
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My process is delayed due to unexpected online complications that is catastrophic effect of 2022, some of which were associated with my own accounts.
