Certified Financial Investment Advisory Service
Advisory
Family Office / Family CFO
We are a full service wealth solutions provider for the family
Investment
Advisory
We innovate continuously and successfully for increasing risk-adjusted returns.
NRI / OCI
Advisory
We are a one-stop-shop for all past, present, or future NRIs or OCIs needs.
Value Added Services
Are you looking for professional advice for your business or your industry?
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Simplifying Financial Life
Investment Advisor Process
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Why Associate with Us?
Contact usWhy Us ?
Fiduciary Role
Clients’ interest Paramount and Client First approach
Ethics & Integrity
We have ethics and integrity at the core of our service.
Expert Knowledge
Professional qualifications in various fields.
Quality Experience
Combined experience of 150+ man years
Transparent and Genuine Advice
Professional qualifications in various fields.
SEBI Oversight
Oversight by SEBI and BASL.
Selective approach
In team members, service providers or clients.
View MoreLet the numbers speak!
11
Team Members
150+
Years Combined Experience
10+
Education Qualifications
100+
Presentations All over the world
Meet our Team
Our business experts come from businesses of all shapes and sizes.
Mentor
Dr. Hamsa Thota
Dr Hamsa Thota is the Founder and President of Innovation Business Development, Inc.
Principal Officer & Investment Advisor
Jigar Patel
Mr. Jigar Patel is a Chartered Accountant from India, CFA Charterholder from CFA Institute, USA as well as CPA and MBA-Finance from USA.
View all people Join the teamInsights
Read our views on the things that matter to you. And get to know our people. We make the difference.
Media
Books
Blogs
Video
Ask Me Anything
Schedule a No-Obligation 30-minute meeting to learn about Taxation, Finance, Compliance, Migration or Sustaining Wealth for Multiple Generations
Data as Required by SEBI
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Number of Complaints as on March 31, 2025. Click here for SEBI Regulatory Compliance Disclosures |
||||
| At the beginning of the Month | Received during the Month | Resolved during the Month | Pending at the end of the Month | Reasons for dependency |
|---|---|---|---|---|
|
0 |
0 |
0 |
0 |
N/A |
View More
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