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

Cross Country PlanningOptimize Total Tax outlay, improve compliance, simplify transfer and management of Global assets.

Strategy & Planning Articulate why, what, when, how, when, in whose name, where to invest to keep investments in check and life on track to achieve goals

Insurance & Risk ManagementProtect part, current and future wealth and ensure enough liquidity for meeting any emergency, liability or life goals.

Tax & EfficiencyReduce Effective tax rate for the family, improve tax compliance and bring peace of mind.

Investment ManagementContinuously strive to Increase Risk Adjusted After Tax Return from an Efficiently Diversified Portfolio

Financial DecisionsMake informed Investments and Financial Life decisions to optimize return and avoid any surprises.

Family Governance Maintain trusting relationships as colleagues in business and as family members at home.

Documents & Compliance Ensure Total, quick and smooth transition of assets in compliance with various laws.

Will & EstateSustain wealth for multiple generation as well as giving back to society or supporting a noble cause.

Are you looking for professional advice for your business or your industry?

Our Process

Simplifying Financial Life

Investment Advisor Process

Request a Call Back

All consultants are able to give you a free call back at any time.

Why Associate with Us?

Why 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.

Let 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.

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Insights

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

At the beginning of the Month	Received during the Month	Resolved during the Month	Pending at the end of the Month	Reasons for dependency
Number of Complaints as on September 30, 2024. Click here for SEBI Regulatory Compliance Disclosures
0	0	0	0	N/A

Our Offices

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