Ca. Cherisha Juthani

A qualified Chartered Accountant with more than a decade of experience in the field of Accounts, taxation, MIS reporting, and financial planning.

Specialized knowledge of setting up and operating Large Family Offices for HNI and Ultra HNI Families. Effective leader and believe in the principal of leader creation. Strong believer of systems and processes.

In-depth Family office experience in areas of Investment planning, MIS reporting and analysis, Succession planning by formation of Family Trusts, Drafting of Wills, considering the expectations and vision of the Family members.

Investment exposure through various channels like Listed Equity investments, Bonds, Private Equity investment, Mutual Funds, AIF, PMS, Overseas investments, Commodities, Real estate investments, Managing the operations and profitability of the Family office owned businesses.

Looking forward to expertise further in the operations and advisory for Large Indian Family Offices and excel the leadership skill.