Stakeholders / Team Members
Mentor
Dr. Hamsa Thota
Dr Hamsa Thota is the Founder and President of Innovation Business Development, Inc and currently serves on the board of the International Network for Small and Medium Enterprises (INSME). He is an advisor to the "Art of Science Learning Project", a US NSF funded R&D project to shape 21st-Century US workforce.
During his 35+ years of professional experience, he has developed and commercialized over 200 food products and holds 10 U.S. patents. He is a certified specialist in New Product Development and Organizational Engineering.
He has been a President and Chairman of the Product Development and Management Association (PDMA), USA. He served as an advisor to science and technology departments in China and is a frequent lecturer at national and international events on sustaining innovation, new product development, and the application of innovation best practice tools to grow business with profit.
He was a visiting professor at the Zhejiang University (China) and a guest lecturer at the University of Georgia for Marketing Research and Product Development courses. He co-authored “Key concepts in innovation”, a fundamental reference book on innovation for practitioners, students and scholars.
Principal Officer & Investment Advisor
Mr. 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.
With 20+ years of experience, he has developed ingenuity for Simplifying Financial Life and established himself as a trusted adviser for multi-generational wealth management. He helps clients make informed decisions for protecting, complying, creating, accumulating, preserving, utilizing, distributing and enjoying wealth.
Jigar has been invited by Microsoft, Google in the USA as well as various other places for giving presentations on Investments, taxation and global compliance. His book on NRI Investments and Taxation is published on Amazon.com and his articles have been published in magazines in India and in the USA. He has organized webinars, shares his views on TV and has been writing blogs and replying to questions on blog and quora.
He has been a mentor at the EDI for students and startups since 2015 and a volunteer for CFA Society India since 2012. Personally, Jigar loves traveling and adventure sports, having done bungee jumping and skydiving.
PE/VC/Startup Executive
Mayank Patel
Mayank has more than twenty years of experience of working in technology business incubation, academics and banking & financial services sector. He is an Electrical Engineer, MBA (Finance) and a CFA Charterholder from CFA Institute, USA.
Mayank provides consulting for evaluation of start ups and for PE, VC and Startup Investments. He has been a CEO of EDII's technology business incubator, CrAdLE and mentored start-up for strategic financing, and business valuation. He has valued more than 100 small and medium enterprises for investment, especially for venture capital and private equity funding.
As a professor at various education institutions, he has taught students in various finance and investment management subjects including investment analysis, portfolio management, asset valuation, new enterprise financing, international finance and alternative investment.
CA, CPA, Taxation Executive
Reecha Patel
Reecha has been practicing with more than 15 years of experience in taxation. She is a Fellow member of the Institute of Chartered Accountant of India (FCA) and also passed the Uniform CPA examination from the USA. Additionally, she has a Diploma in Information Systems Audit (DISA) from the ICAI and is a Master of Commerce with Accounting and Statistics from Gujarat University.
Reecha has extensive experience in preparation and review of India and US Income tax returns. She has also volunteered in the Volunteers Income Tax Assistance (VITA) program of IRS when she was in the USA from 2006-2009.
CA, Income Tax Executive
Sajan Rathod
Sajan has over 10 years of experience in dealing with income tax matter including income tax returns, income tax audits, claiming DTAA reliefs, reporting of foreign assets, liaison with IT department, replying to IT notices, assessments, appeal, etc.
Sajan is a Chartered Accountant from the Institute of Chartered Accountants of India (ICAI) and Master of Commerce with Accounting and Statistics from Gujarat University.
Insurance Executive
Chandrasheel Mehta
Chandrasheel has been an Insurance specialist for more than 20 years. He has been registered with IRDA as an Insurance Adviser since 2004.
Chandrasheel provides consulting for wealth protecting strategies through insurance for protecting family lives and various personal and corporate properties, assets and income.
Chandrasheel is the third generation specialist in the insurance business as the Mehta family has been in the insurance business for the last 70+ years. His grandfather had his own Life Insurance Company before nationalization of insurance companies by the Government of India.
Senior Wealth Executive
Ruchita Thakore
Ruchita is an MBA-Finance from KS School of Business Management and has 3+ years of experience in finance and investments.
She has also passed both the levels (level 1 and 2) of Investment Advisor examination by NISM.
Partner - Admin
Jyotika Desai
Jyotika is a partner of Neuron Wealth Advisors LLP. She is not involved for any investment advisory related work but is involved only for the administration related work.
Founder, Lynx Computers, IT Infrastructure
Sunil Shah
Sunil is founder of Lynx Computers and has 35+ years of experience in research and development of computer hardware, production and maintenance in the area of computer hardware and its architecture.
CTO, Variance Infotech, Website and E-commerce
Chirag Darji
Chirag is the CTO of Variance Infotech and has wide knowledge and experience of 20+ years in website development, support and maintenance. His team has developed and is maintaining the website.
Operations Executive
Bijal Shah
Bijal has over 5 years of experience in investment operations, processes and client servicing. She keeps good contacts with various stakeholders and ensures timely completion of tasks and ensures quality service to the clients.
She has double bachelors - Bachelor of Commerce and Bachelor of Law from Gujarat University. Personally, she enjoys music and exploring new places.
Join the team
Disclaimer about the relationship with Stakeholders / Team members:
Please note that the stakeholders except Mr. Jigar Patel, are not the persons associated with the investment advice. They are experts in their respective field like taxation, compliance, private equity, venture capital, insurance, law, research, back office, Information Technology, administration, etc. and includes support team. They may not be an employee of the firm. They may be self-employed, employed by other organization or retired. They have agreed to provide their services on a consulting basis as a value addition service to the clients as and when required for fees or on pro bono basis, depending on the nature and complexity of the work.