Hello, and thanks for wanting to know more about me.
I am a CA Abhinav Gulechha is a specialised Tax and Investment Adviser for NRIs, Seafarers and Expats and based out of country’s financial capital Mumbai.
I qualified as a Chartered Accountant (CA) from the Institute of Chartered Accountants of India (ICAI) in 2004. I also qualified as a Certified Internal Auditor (CIA) from The Institute of Internal Auditors, Florida, USA (IIA, USA) in 2006. I hold the license to practice as an “Investment Advisor” by SEBI since March 2014.
I have 12+ years of rich experience in working in the risk advisory services of the world’s top 4 consulting firms KPMG as well as working in compliance and Enterprise Risk Management (ERM) roles in insurance companies like ICICI Prudential Life and Tata AIG.
My experience in working at these places in consulting and product design compliance roles has given me a deep insight of handling client relationships & understanding the core complexities of financial product development to the core. More specifically, my stint at revamping the advertisements profile in line with extant IRDA regulation in the interests of the consumer earned him the accolades within the company & in the broader industry circles as well.
In his stint as an Investment Advisor, I have seen a clear gap in terms of the challenges returning NRI/PIO families face in terms of being sold the wrong products, lack of awareness of FEMA and tax complications etc which made him focus in this particular niche.
Having successfully helped many families making the transition to India, I have obtained rich insights in understanding of the peculiar financial challenges of Non Resident Indian (NRI) / Persons of Indian Origin (PIO) families who plan to return back and preparing a customised knowledge transfer & financial planning framework to help them come up the curve & take the right financial decisions.
I am amongst the very few planners in India who practise the “FEE ONLY” model, which means that that I only get compensated by the client for the advice and there is no commission based tie-up with any product manufacturers, thereby ensuring that the financial advice is unbiased, objective, holistic and in the best interest of the client.
I have till date written 250+ insightful articles on his website to share my knowledge and learning. Apart from that, I am on the expert panel on Moneycontrol.com, India’s leading financial website. My articles have been published in leading newspapers/ journals like The Economic Times, Business Standard, Dainik Bhaskar, Hindu Business Line, Financial Chronicle, Rediff.com, Dalaltimes.com etc. Media He has also appeared multiple times on the dedicated personal finance show “Paisa Vasool” on DD News and interviewed by http://www.myiris.com, a leading personal finance website. I am also the “Most Viewed Writer” on knowledge exchange platform Quora.
On a personal note, me and my wife wife Jaya are proud parents of two lovely kids. I am interested in reading and spirituality and am an active member & volunteer of the Art of Living foundation. Jaya is an artist and you can check her art gallery at Prachiti Creations.