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.