Harendra Zatakia | Wealth Aligned Financial Advisory

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

85

Families Served

--

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Fees

Mode of Meetings:Virtual, Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Founders & Entrepreneurs

Language Spoken:Hindi, Gujarati, English

Qualification Completed

CFP – Certified Financial Planner

MBA (Finance / Investments)

Licenses Held

SEBI Registered Investment Adviser

1663181

Education

Formal Education

MBA – Master of Business Administration

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