Harendra Zatakia

About

Harendra Zatakia CFP®, MBA (Finance), CFA Foundation, ACCA (UK) I help NRIs, HNIs & UHNIs grow and protect wealth with clarity and confidence. Backed by 21+ years in global investment banking (Nomura | Citi | UBS), I bring deep international expertise in cross-border planning, tax efficiency, and intergenerational wealth transfer. As a fiduciary, I offer conflict-free advice tailored to your life goals — whether you're investing globally, returning to India, or securing your family’s future. I'm also a mentor to aspiring CFP® professionals, passionate about shaping India’s next generation of financially aware citizens — ready for Developed India 2047. With strong academic grounding in finance and global credentials, I help simplify your wealth — and amplify your peace of mind.

Practice at a glance

21

Years of Experience

0

Families Served

₹0

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Fees

Mode of Meetings: --

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Education

Industry Education

NISM X-A – Investment Adviser Level 1

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity