The Company

Transcend stands for… Excelling, Rising above & Going beyond. We are a comprehensive wealth management company, established in April 2004. At Transcend, we believe that opportunities are endless. Great fortune CAN & MUST be created in a lifetime, to enjoy, to share & to leave behind an even greater legacy.

OUR PHILOSOPHY: CREATING WEALTH FOR YOU AND YOUR GENERATIONS TO COME.

OUR VISION: BE RECOGNIZED AS THE CITADEL OF FINANCIAL CONTROL & SECURITY.

We understand that only money can be earned; wealth, however has to be created. We aspire to make millions of people financially free by fulfilling their financial goals.

Benefit from our experience & expertise as we take you along this journey of a lifetime. Our disciplined & strategic approach ensures that money, risk, time & taxes are all well planned so that great wealth may be Generated, Protected, Enjoyed & Maintained Forever!

The Founder

Kartik Jhaveri,

B.Sc., DBF, PGDBA, CFPTM, CWMTM, FAAFMTM, CIWMTM

Director : Transcend Consulting (India) Private Limited.

Kartik is the founder director of Transcend Consulting (India) Private Limited based out of Mumbai. He heads the Financial Planning & Wealth Management consulting practice of the company.

He is amongst the pioneers of the Financial Planning & private Wealth Management profession in India. He offers consulting services to individuals & families across the world. He also undertakes Wealth Management workshops and training programs for corporate employees.

He has been in the Financial Services Industry for over a decade and during which he has undertaken numerous assignments for financial institutions across countries like India, Singapore, Malaysia, Thailand and Indonesia.

He specializes in the areas of Financial Planning, Wealth Management, Alternate Distribution, Private Banking and Wealth Management Training.

Kartik appears regularly on personal finance shows on TV channels like CNBC, CNBC Aawaz, Bloomberg UTV, CNN-IBN, DD, and NDTV. In these shows, he advises individuals on matters of their Financial Planning. He also writes regularly on subjects of Financial Planning, Wealth Management, Retirement Planning, Behavioral Finance etc., in various publications, websites and dailies.

Kartik is a CFPCM (Certified Financial Planner), CWMTM (Chartered Wealth Manager), FAAFM (Fellow of American Academy of Financial Management), CIWMTM (Certified International Wealth manager).

He also has to his credit an MBA with dual specialization in Marketing & Finance and is a B.Sc. (Bachelor of Science) in Statistics.

The Team

Kartik Jhaveri

Kartik Jhaveri

Consultant

Satish Menon

Satish Menon

Consultant

Aprana Khedekar

Aprana Khedekar

Consultant

Kalpesh Rathod

Kalpesh Rathod

Consultant

Rithika Ramaratnam

Rithika Ramaratnam

Consultant

Hetika Ladhani

Hetika Ladhani

Consultant

Chaitrali Duraphe

Chaitrali Duraphe

Consultant

Shradha Ail

Shradha Ail

Consultant

Smruti Pitale

Smruti Pitale

Consultant

Payal Gandhi

Payal Gandhi

Consultant

Priyanka Chaskar

Priyanka Chaskar

Consultant

Sunil Golvankar

Sunil Golvankar

Consultant

Rakesh Jadhav

Rakesh Jadhav

Consultant

CALL

+91-22-4002 4043 / 44 / 45

FIND US

Nariman Point, Mumbai

OPENING HOURS

10:30am – 6:30pm

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