Advisors on Board

CA Raj K Lakhotia
B.com(H), FCA, DISA

Raj is a practicing Chartered Accountant having experience of more than 15 years. He has expertise in the field of Taxation including International Taxations, Auditing, Business and financial Advisory. His exposure to various industry segments contributes to his rich experience , sound knowledge about economy and the Indian and International Taxation . He has also successfully completed certificate courses on International Taxation and Indirect Taxation organized by the ICAI. He has been a speaker at a number of seminars. His list also includes BSE Certification on Central Depository (BCCD), NSE’s certification in Financial Market (NCFM) – Mutual Fund Advisor’s Module. Next is the Chartered Trust and Estates Planner (CTEP) course organized by American Academy of Financial Management. An active member of the Bombay Chartered Accountants Society, Direct Tax Professional Association, Association of Corporate Advisors & Executives, Views Exchange and many other professional bodies. He holds a visionary approach in all his associations whether professional or social in nature.

Aajay Beell
CFP

Aajay is a Certified Financial Planner (CFP- the Gold Standard in Financial Planning globally) and a veteran of the Wealth Management and Advisory Services Industry. In a career spanning over a decade, he has dealt with and has an expertise in Equity, Mutual Funds, Insurance, Portfolio Management and Financial Advisory. His deep understanding of Asset Allocation helps him to provide his clients with a systematic wealth creation process irrespective of a bull or bear phase of any particular asset class. Ajay believes that an Optimal Asset Allocation along with Goal-based Financial Planning is the secret to achieving financial freedom by having an ideal portfolio giving higher returns while being exposed to relatively lower risk. Aajay is also a Pioneer in the field of Behavioural Investing and and is more of a friend, philosopher and guide to his client as well as fellow professionals. Aajay holds multiple certifications from the National Stock Exchange and NISM. He believes in continuous.

CA Namita Lakhotia
B.com(H), FCA

Namita is a practicing Chartered Accountant having experience of more than 10 years. She has expertise in the field of Taxation including International Taxations, Auditing, Business and financial Advisory. She has served various industry segment. Her creativity helps in incorporating new ideas in the work front.

Ayush Bhalotia
Advocate, CS

Ayush is the co-founder of SB Legal Partners; Advocate and Solicitor. He has completed his Law Degree from Calcutta University(Hazra Campus) and Company Secretary Degree from ICSI. He has good command over legal work and gives legal solutions in matters of Immovable Property , Recovery of Dues, Will, Corporate Law, Intellectual Property, Civil and Criminal Laws etc.