The Company

Transcend stands for excelling, rising above & going beyond.

Established in April 2004, Transcend is a comprehensive wealth management company, providing services across areas of investment, loans, taxation, insurance & inheritance. 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 & your generations to come.

Our Vision: Be recognized as the citadel of financial control & security.

We understand that, 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 Forever!

The Founder

Kartik Jhaveri,

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

The Team

Kartik Jhaveri

Kartik Jhaveri

Director

Tejasa Jhaveri

Tejasa Jhaveri

Director

Jude D'souza

Jude D'souza

Director

Bharti Gurjar

Bharti Gurjar

Consultant

Kalpesh Rathod

Kalpesh Rathod

Consultant

Aparna Khedekar

Aparna Khedekar

Consultant

Chaitrali Duraphe

Chaitrali Duraphe

Consultant

Shradha Ail

Shradha Ail

Consultant

Sunil Golvankar

Sunil Golvankar

Consultant

Rakesh Jadhav

Rakesh Jadhav

Consultant

Meher Mistry

Meher Mistry

Consultant

Richa Soni

Richa Soni

Consultant

Shamil Shah

Shamil Shah

Consultant

Nikita Sheth

Nikita Sheth

Consultant

Apurva Panchal

Apurva Panchal

Consultant

CALL

+91-22-4002 4043 / 44 / 45

FIND US

Nariman Point, Mumbai

OPENING HOURS

10:30am – 6:30pm

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