Investment Consultants From Karnataka

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10 Most Promising Investment Consultants from Karnataka - 2025

Investment consultants in Karnataka play a pivotal role in shaping the financial futures of individuals, families, and businesses across one of India's most economically vibrant states. Being the technology and startup capital of the country, Karnataka, especially Bengaluru has seen unprecedented wealth creation over the last 20 years, creating a high-tech client that desires expert advice on how to manage and grow their money.
These financial experts are well-known advisors, who help clients navigate the maze of mutual funds, equities, insurance, real estate, and other investments, developing an individual approach based on individual goals and risk tolerances.

Page No.	Heading
1.	Editor's Note Empowering Financial Futures through Strategic Investment Guidance in Karnataka Shiwani Pradhan, Assistant Editor
10	MFOs: Redefining Wealth Management for UHNW Families in India Dhruv Chopra, Managing Partner at Dewan P N Chopra & Co &Managing Director, DPNC Advisors
18	Empowering India's SCF with Technology & Inclusion Raja Debnath, CMD & Co-Founder, Veefin Group BFSI & FinTech Summit 2025
28	Tax 4.0 - From Back Office to Boardroom Abhinav Sogani, Vice President – Global Head - Taxes, Tata Consumer Products
32	Board Advisors & Diverse Teams: Driving Business Growth Jason Hale, Strategic Advisor, Albany Beck

Investment Consultants From Karnataka

Digital Version

Web Version

CONTENTS

1.

Editor's Note

Shiwani Pradhan, Assistant Editor

10

Dhruv Chopra, Managing Partner at Dewan P N Chopra & Co &Managing Director, DPNC Advisors

18

Raja Debnath, CMD & Co-Founder, Veefin Group BFSI & FinTech Summit 2025

28

Abhinav Sogani, Vice President – Global Head - Taxes, Tata Consumer Products

32

Jason Hale, Strategic Advisor, Albany Beck