MBA, M.FIN. CFP, CIM
20 Years | Investment Management

Tushar is a dynamic investment leader with a proven track record in multi-asset portfolio management, regulatory design, and thought leadership for ultra-high-net-worth families. As CIO at TAM India Family Office Advisors, he architected strategic frameworks that blend global best practices with India’s unique cultural and regulatory landscape. His decisions are driven by rigorous analysis, risk-adjusted outcomes, and an unwavering commitment to transparency.

He excels at translating complex financial concepts into clear, actionable insights—whether he’s designing SEBI-compliant suitability assessments, optimizing international ETF allocations, or crafting compelling video narratives that resonate with HNIs. Deeply invested in holistic wealth stewardship, Tushar balances technical precision with empathetic storytelling to ensure every family’s legacy is both preserved and empowered.

His core expertise includes:

• Family Office Advisory & Multi-Generational Wealth Stewardship
• Multi-Asset Portfolio Construction & ETF Selection
• Risk Profiling, Suitability Assessment & Compliance Process Design
• Regulatory Frameworks (SEBI RIA, AML/KYC) & Operational Planning
• Behavioral Finance Integration & Client-Centric Storytelling

Tushar’s integrative approach harmonizes analytical rigor with human connection—empowering families to navigate market volatility, regulatory change, and generational transitions with confidence and clarity.

Chartered Accountant
18 Years | Direct Taxes, M&A

CA Abhishek Sharma is a trusted advisor in the realm of strategic taxation and family wealth structuring, known for his precision, discretion, and deep understanding of India’s evolving financial landscape. With extensive experience across corporate and personal finance domains, Abhishek brings a rare blend of analytical depth and empathetic counsel to every engagement.

His core expertise includes:

• Family Succession & Estate Planning: Designing legacy frameworks that honor both emotional intent and legal clarity, ensuring smooth intergenerational wealth transfer.
• Transaction Tax Advisory: Structuring complex deals with tax efficiency, regulatory compliance, and strategic foresight.
• Direct Tax Strategy: Crafting bespoke tax solutions for individuals and enterprises, aligned with long-term financial goals and statutory evolution.
• Mergers & Acquisitions: Navigating the tax and regulatory intricacies of M&A transactions with precision and strategic alignment.

Abhishek’s advisory style is rooted in transparency, ethical stewardship, and a commitment to long-term value creation. Whether guiding family offices, entrepreneurs, or corporates, he offers not just technical solutions—but clarity, confidence, and continuity.

Lawyer and Chartered Accountant
20 Years | Entrepreneur and Consulting

Parshav Jain is a strategic advisor and legal architect with over two decades of experience spanning Big 4 firms and high-growth startups. He combines entrepreneurial acumen with legal expertise to deliver end-to-end solutions—from growth strategy and financial leadership to regulatory compliance and intellectual property protection. His motto, “getting things done,” reflects an unwavering commitment to translating complex challenges into actionable outcomes.

Parshav partners with founders to build scalable business models, secure funding, and navigate global expansion. He serves as a virtual CFO and legal head, overseeing budgeting, cash-flow modeling, valuation reports, and stakeholder reporting. His cross-functional network and single-point-of-contact approach ensure seamless coordination across finance, legal, and investor relations.

Core expertise includes:

• Startup Growth Strategy & Partnerships: forging alliances and identifying new revenue streams
• Financial Planning & Virtual CFO Services: budgeting, cash-flow forecasting, valuation analysis, and MIS
• Legal Structuring & Transaction Advisory: drafting and negotiating term sheets, shareholder agreements, and managing due diligence
• Intellectual Property & Regulatory Compliance: securing IPR, and ensuring adherence to income tax, GST, FEMA, and ROC regulations
• International Expansion & Immigration Strategy: facilitating startup visas for Canada, Ireland, the UK, and structuring investment-based relocations

Parshav’s integrative approach empowers entrepreneurs and enterprises to transform vision into sustainable value and global impact.