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.
Listed skills include Finance, Due Diligence, Financial Analysis, Internal Controls, and 19 others.