Jigar Patel, CFA

Mr. Jigar Patel is a Chartered Accountant from India (1999), and CPA (2003), MBA-Finance (2003) and CFA Charterholder (2011) from USA. With 25+ years of experience, Jigar specializes in advising HNIs and NRIs – especially from the USA – on global investments, taxation, and regulatory compliance. His unique niche – India taxes (CA), US taxes (CPA), Investments (CFA, MBA), compliance and structuring (FEMA, DTAA expert), fiduciary standards (SEBI RIA) and ex-NRI (NRI mindset, own global portfolio, OCI child etc.), make him one of the rarest professionals to give holistic advice to fellow NRIs, HNIs and returnees in their best interest. Jigar is the founder and principal officer of Neuron Wealth Advisors LLP, a SEBI registered Investment Advisor (SEBI RIA). Neuron Wealth works as a Family CFO and provides multi-family office advisory services to simplify and integrate financial lives for Multi-Generational Wealth.