Your companion for life, we work with you for you

Faithful stewards for your family's assets, Unfold PersonalCFO transparency and advocacy in managing all your financial affairs which include your personal finance as well as your business & profession to act as personal CFO.

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Your companion for life, we work with you for you

Faithful stewards for your family's family's assets, Unfold PersonalCFO transparency and advocacy in managing all your financial affairs which include your personal finance as well as your business & profession to act as personal CFO. We help you grow in the most challenging of environments, through skilled care and nurturing, preserving and growing your wealth through volatile and unpredictable markets.

We have our finger on the pulse of domestic as well as global investment opportunities. This enables us to effectively meet our client's requirements and sustain family legacies. Our investment philosophy facilitates wealth creation, protects and built wealth from wealth with a combination of knowledge, astute insight and diversified investments across key domestic and global growth sectors. PersonalCFO cuts through to provide clear-eyed, candid advice and comprehensive, efficient execution. A single point-of-contact for all aspects of your entire financial life, we lead your larger team of professionals to manage all your financial affairs. PersonalCFO provides honest guidance and shrewd management to Create, protect, and build wealth from Wealth.

Our Vision

To be recognized as a company which help families to become financialy independent across generations.

Our Mission

  • Create wealth
  • Protecting wealth
  • Generate wealth from wealth

Manage overall resources of a family/ individual/ Organisation so that they become financialy independent and are able to maintain, grow and transfer all their wealth to next generation.

Our Team

NITIKA JAIN

B.Sc Interior Designer, B.Com, AMFI Certified Advisor

She has a B.Sc degree in Interior Designing and a Commerce degree with ...

Sushil Jain

(B.Com(H), CFP, MBA, LLB, FIII, JIIB )

Sushil Jain has 23 years+ of experience of Consultancy in Personal Financial Planning & Family Office...

CA. Navin Kumar Jain

(B. Com, F.C.A., DISA (ICAI)

He is in practice for the past 21 years and has pursued his professional goals in an active manner...

Ravi Mishra

(MA, B.Sc, LL.B)

Awards and Membership: Member of Supreme Court Bar Association, Delhi High Court Bar Association...

Chandni Jain

(Tax Advisory Expert)

Chandni has 6 years of experience in Income Tax E- Filing and related Tax Advisory Services She provides...

CA. Pinku Patowary

(B.Com, F.C.A., DISA(ICAI)

With More than 10 years of diverse experience in all areas of Audit, Taxation (Direct and Indirect),Company Law...

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