Jigar Patel, Cfa, Cpa, Mba, Ca Email and Phone Number
Jigar Patel, Cfa, Cpa, Mba, Ca work email
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Jigar Patel, Cfa, Cpa, Mba, Ca personal email
Mr. Jigar Patel is a Chartered Accountant from India, CPA from USA and MBA with Finance from University of Illinois, Chicago, USA. Jigar is also a CFA Charter holder from CFA Institute, USA since 2011 (In 2011, CFA Charterholders: 697 – Consultant 3% i.e. only 21 in India).Combining his unique technical skills with 20+ years of experience of helping 1000s of clients, he has developed ingenuity for Simplifying Financial Life and established himself as a one trusted advisor for Multi-Generational Wealth Management. Considering Emergencies, Insurance, Investments, Taxation, DTAA, FEMA, Global Compliance, Will, Estate Planning, etc., he helps clients make informed decisions about protecting, creating, accumulating, preserving, complying, utilizing, distributing, and enjoying Wealth.Jigar has given presentations on Investments, Taxation and Global Compliance around the world, including at GOOGLE in California and MICROSOFT in Seattle, USA. His book on NRI Investments and Taxation is being published on Amazon every year since last 4 years. His articles have been published in magazines in India and in USA. He has organized webinars, sharing his views on TV, writing blogs and answering on Quora (2.4m+ content views).Jigar is mentor at the Entrepreneurship Development Institute of India (EDI) for students and start-ups businesses since 2015. He is also a volunteer for the CFA Society in Gujarat since 2012.Jigar is a Principal Officer of Neuron Wealth Advisors LLP, a SEBI registered Investment Advisor.Previously, he was a partner in Naresh J Patel & Co., Chartered Accountants, who received the “ACCOUNTANT OF THE YEAR” and the NRI ADVISORY received the “CUSTOMER CENTRIC BUSINESS OF THE YEAR” awards for 2013 at an Excellence Award event organized by Intuit and Bloomberg TV India. Jigar returned to India after 9 years in the USA. During his 4+ year experience in Advisory Services at KPMG Chicago, he received 5 Encore awards for Outstanding Achievements. Personally, he loves adventure sports and has done Bunjee Jumping, Sky diving and River rafting.
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Principal OfficerNeuron Wealth Advisors Llp May 2021 - PresentAhmedabad, Gujarat, IndiaNeuron Wealth Advisors LLP is a SEBI Registered Investment Adviser (INA000016481). We manage our client family's wealth and simplify their financial life.As a trusted adviser of the family, we work as a family CFO and provide multi-family services. Our guidance help them better protect, create, accumulate preserve, utilize, distribute, enjoy and sustain wealth for multiple generations with a sense of leading a peaceful and satisfying life.Utilizing our knowledge and experience in income tax, investments, wealth management, insurance, estate planning, interpreting domestic and international financial markets, local and global compliance requirement, etc., we provide holistic advice to better manage our clients’ wealth. -
Senior ConsultantNaresh J Patel & Co, Chartered Accountants Dec 2009 - PresentProvide Consulting for (1) NRI Investments, Taxation, FEMA and Global Compliance(2) Corporate Treasury and Risk Management(3) Due Diligence and Valuation of Indian and Foreign Companies Serving clients from USA, Canada, Brazil, UK, Australia, and various countries from EURO zone, Middle East, Africa and Asia. -
Risk Advisory ServicesKpmg Jun 2005 - Nov 2009Chicago, Illinois, United StatesSpecializing in enterprise risk assessment; implementing, monitoring and improving operational and financial risk and control environments; reviewing financial information and performing buy-side and sell-side due diligences; and leading Internal Audit, Risk Advisory, Transaction Services and Compliance Attestation engagements.Provided Risk Advisory Services to multinational multi-billion dollar clients including:- McDonalds Corporation- Sara Lee Corporation- Whirlpool Corporation- Alliant Energy Corporation- Schawk Inc.- Takeda Pharmaceuticals North America, Inc.- Dover Corporation - Global Hyatt Corporation- Maytag Corporation- Electro Motive Diesel- Sidley Austin Brown & Wood, LLP- Bright point, Inc.- Aviva USA- Delphi- Universal Services Administrative Company (USAC) -
ConsultantKaplan Professional Jun 2003 - May 2004 -
Graduate Assistant - Accounting & BudgetUniversity Of Illinois At Chicago - Cuppa - Irrpp Jan 2002 - May 2003
Jigar Patel, Cfa, Cpa, Mba, Ca Skills
Jigar Patel, Cfa, Cpa, Mba, Ca Education Details
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Cfa InstituteInvestment, Portfolio And Wealth Management -
Illinois Board Of ExaminersAccounting -
Institute Of Chartered Accountants Of IndiaAccounting, Finance, Tax -
Accounting, Statistics
Frequently Asked Questions about Jigar Patel, Cfa, Cpa, Mba, Ca
What company does Jigar Patel, Cfa, Cpa, Mba, Ca work for?
Jigar Patel, Cfa, Cpa, Mba, Ca works for Neuron Wealth Advisors Llp
What is Jigar Patel, Cfa, Cpa, Mba, Ca's role at the current company?
Jigar Patel, Cfa, Cpa, Mba, Ca's current role is Author, Mentor, Investment & Tax Advisor for NRIs and HNIs..
What is Jigar Patel, Cfa, Cpa, Mba, Ca's email address?
Jigar Patel, Cfa, Cpa, Mba, Ca's email address is ji****@****hco.com
What schools did Jigar Patel, Cfa, Cpa, Mba, Ca attend?
Jigar Patel, Cfa, Cpa, Mba, Ca attended Cfa Institute, Illinois Board Of Examiners, University Of Illinois At Chicago, Institute Of Chartered Accountants Of India, Gujarat University, University Of Massachusetts Lowell.
What skills is Jigar Patel, Cfa, Cpa, Mba, Ca known for?
Jigar Patel, Cfa, Cpa, Mba, Ca has skills like Finance, Due Diligence, Financial Analysis, Internal Controls, Valuation, Corporate Finance, Financial Modeling, Investments, Financial Planning, Management Consulting, Strategic Financial Planning, Managerial Finance.
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