Team

Founder

Mr. Shailesh Patkar has been the guiding force behind the firm’s operations over the last four decades. He has been an inspiring thought leader for the firm that has helped carve it’s successful future.

His expertise lies in Direct Tax, Regulatory and Compliances. In addition, he has worked closely with large business families and advised them on subjects related to succession planning, family settlements and setting up of trusts.

He advises a large set of clients both resident and non-resident. He has advised families with multi-jurisdictional investments to review their domicile status, planning for Inheritance Tax and advise on tax-efficient structures that preserve asset bases for future generations.

Mr. Patkar is passionate about Indian Classical Music and is a musicologist. He spends a lot of his free time working towards reviving the traditional Indian art forms especially creating an interest for them among children.

He is a qualified chartered accountant and rank holder from the Institute of Chartered Accountants of India and is a law graduate from Mumbai University.

Partner and Head, Tax and Regulatory

Pankaj has over 15 years of experience in the field of direct tax advisory, litigation and compliance. His expertise lies in M&A tax, structuring, transfer pricing, litigation, dispute settlements and development of tax strategies.

Pankaj has advised a wide range of Indian and multinational clients on restructuring and reorganisation, mergers and related matters. He has been actively involved in tax due diligence and international / cross-border tax advisory for private equity and strategic investors. He has led and advised the reorganisation of promoter family interests and family settlement arrangements.

Pankaj is a speaker at several conferences hosted by industry associations. He regularly contributes opinion pieces on varied tax subjects to publications that are widely circulated in the profession.

Pankaj is a qualified chartered accountant from the Institute of Chartered Accountants of India. Additionally, he has completed a Diploma in System Audits from the Institute of Chartered Accountants of India and is a law graduate from Mumbai University.

Director and Head, Advisory

Aditya leads the Advisory practice at SVP Financial. He has over 15 years of experience in credit and transaction advisory. Aditya has led and advised on various transactions across sectors to include consumer, food services, logistics, financial services and real estate, with a strong ability to innovate financial structures and solutions.

He is a board member of Global Gourmet Pvt. Ltd., a leading value-added frozen foods manufacturer and also serves on the advisory board of Iceland Foods India Pvt. Ltd., a subsidiary of Iceland Foods Ltd (UK’s largest frozen foods retailer with revenue of GBP 3Bn).

Prior to joining the family practice, Aditya was co-heading the investment banking business at quant capital, an investee of Reliance Capital where he handled various complex fund raise transactions.

Aditya is a qualified chartered accountant from the Institute of Chartered Accountants of India. He began his career in the advisory space with Deloitte, India.

Head, Audit and Assurance

Neha is spearheading the Audit practice at the firm for almost a decade. Her experience in handling audits of large multinational groups and listed companies is extensive.

Her core competence lies in statutory audit of various industry segments, namely, telecom, infrastructure, commodities, insurance, IT & ITES and investigative audits. She is responsible for maintaining client relationships and building a cohesive team that is proficient across diverse sectors.

Neha is a qualified chartered accountant from the Institute of Chartered Accountants of India.

Head, Outsourcing Services

Pooja specialises in supervising Family Offices in and outside India, as well as, liaisoning with regulatory authorities in these countries.

Her area of expertise includes preparation of financial statements and MIS for investment portfolios held by non-resident clients with foreign banks. She is experienced in handling of complex taxation and regulatory issues faced by clients pertaining to tax residency issues arising in various jurisdictions, as also complying with requirements of various banks for loans raised by such clients. Additionally, she is vastly experienced in Audit, Income Tax and GST.

Pooja is a commerce graduate.