ID:
Advisor Summary & Expertise
NILESHSARDA CA FIRM
Investment AdvisorA Bangalore-based Chartered Accountant with extensive experience in financial advisory, business valuation, taxation, audit, and corporate finance. Strong expertise in helping businesses improve financial performance, structure investments, and identify growth opportunities. Works closely with entrepreneurs, investors, and business owners on acquisitions, fundraising, due diligence, and strategic financial planning. Focused on creating sustainable value through practical, data-driven financial solutions.
Advisor Profile
Investment Advisor
Total Experience
10 Years
Regulatory Jurisdiction
Other
Registration / License ID
NA
Years in Finance
10 Years
Clients Served
251-500
LICENSE & REGISTRATION TYPES:
SEBI Research Analyst
Business consultant
PROFESSIONAL CERTIFICATIONS:
CA / CMA / CS
Other relevant certifications
Financial Services & Mandates
Dedicated Services
Financial planning (goals-based)
Wealth management / Portfolio management
Mutual funds & SIPs
Equity / Stock market investing
Derivatives & trading strategies
Crypto & digital assets (advisory / education)
Commercial property investments
Residential real estate investments
Insurance & risk planning
Tax planning (with CA / tax partner)
Estate & succession planning
NRI investment advisory
Other (please specify)
Target Client Profile
Salaried
Business owners
HNIs
NRIs
Start-up founders
Retirees
Others
Engagement Models
One-time financial plan
Ongoing portfolio management
Hourly / project consulting
Performance linked fees
Commercial Terms & Geographic Scope
Typical Fee Range
Discussed during initial consultation
Awards & Recognitions
-
Offered Fee Models
Flat planning fee
Percentage of AUM
Commission / Distributor model
Hourly / session-wise
Free first consultation
Location Served Country
INDIA
Location Served Cities
Bengaluru