Anuj Gupta – Founder & Managing Director | Architect of the 4-Tier Wealth Framework

With over 17+ years of experience across global financial institutions and advisory platforms, Anuj Gupta is the strategic force behind the wealth philosophy at Taginsol Services Pvt Ltd. Having worked with organizations like Merrill Lynch and Bank of America, he brings institutional-grade thinking into personalized wealth management.

He is the designer of the proprietary 4-Tier Allocation Framework (4:3:2:1) — a structured approach that helps clients move from scattered investments to disciplined, risk-managed wealth creation. His focus lies in building portfolios that balance growth, stability, and liquidity while aligning with real-life financial goals.

He actively works with high-income professionals and business owners, helping them simplify complexity, optimize capital allocation, and create long-term financial clarity.

Anushi Gupta – Chief Financial Officer | Head – Taxation & Financial Structuring

With over 15+ years of experience in taxation, compliance, and financial structuring, Anushi Gupta ensures that every wealth strategy at Taginsol Services Pvt Ltd is not just profitable—but also tax-efficient and sustainable.

A Chartered Accountant by profession, she leads the taxation vertical by integrating investment decisions with smart tax planning, regulatory compliance, and long-term financial optimization. Her approach goes beyond compliance—focusing on structuring wealth in a way that minimizes leakages and enhances net returns.

Her deep understanding of evolving tax laws ensures that clients operate with clarity, confidence, and complete financial alignment.

Seema Agarwal – Chief Insurance Advisor | Head – Risk & Protection Strategy

With over 20+ years of experience across banking, financial services, and insurance, Seema Agarwal brings depth and precision to risk management at Taginsol Services Pvt Ltd.

She leads the insurance advisory vertical, ensuring that every financial plan is backed by a well-structured, need-based protection strategy. Her expertise lies in identifying coverage gaps, eliminating inefficiencies, and aligning insurance with long-term wealth goals.

Her approach ensures that wealth creation is safeguarded against uncertainties—making protection an integral part of a complete financial strategy.

Rajeev Jain – Senior Consultant – Taxation, Compliance & Strategic Advisory

A Fellow Chartered Accountant with close to four decades of distinguished experience, Rajeev Jain serves as the senior-most consultant and a guiding force at Taginsol Services Pvt. Ltd.

With an exceptional depth of expertise in taxation, accounting, and regulatory compliance, he brings a legacy of knowledge that strengthens the firm’s strategic foundation. His extensive experience spans tax planning, consultancy, and representation before authorities, along with specialized work across sectors such as export houses, real estate (builders & developers), and both public and private sector undertakings.

Over the years, he has led numerous audit assignments, including tax audits, and has played a key role in developing project reports and facilitating liaison with banks and financial institutions.

At Taginsol, his role goes beyond execution - he acts as a mentor, advisor, and strategic anchor to the leadership team. His insights help shape robust financial structures, ensure regulatory excellence, and guide the firm in maintaining the highest standards of compliance and governance.

His presence adds unparalleled credibility, experience, and stability to the organization, reinforcing its commitment to delivering well-structured, compliant, and sustainable financial solutions.

Arushi Jain – Consultant – Indirect Taxation & Legal Advisory

A Chartered Accountant and law professional with over 8 years of specialized experience, Arushi Jain brings a powerful combination of technical taxation expertise and legal insight to Taginsol Services Pvt. Ltd.

A graduate from Shri Ram College of Commerce (SRCC), University of Delhi, she has developed deep domain expertise in indirect taxation, with a strong focus on GST and Customs. Prior to joining Kumar Chopra & Associates, she spent over 7 years with Lakshmikumaran & Sridharan (LKS), one of India’s leading tax and law firms, where she advised a diverse portfolio of clients across industries including fertilizers, insurance, logistics, consumer products, and food & beverage manufacturing.

Her core expertise lies in providing strategic opinions on complex indirect tax matters, conducting comprehensive GST health check-ups, determining accurate tariff classifications, and supporting clients through audits, investigations, and regulatory proceedings.

With her legal background complementing her taxation expertise, she brings a strategic and well-rounded perspective to compliance, risk mitigation, and litigation support. At Taginsol, she plays a key role in strengthening the firm’s indirect taxation and legal advisory capabilities, ensuring clients benefit from well-structured, compliant, and future-ready financial strategies.

Prachi Jain – Senior Manager – Client Servicing & Operations

With over 8 years of experience in financial services, Prachi Jain serves as a key pillar in managing both client relationships and internal team operations at Taginsol Services Pvt. Ltd.

She leads client communication, ensuring seamless coordination, timely execution, and a consistently high standard of service delivery. Acting as a bridge between clients and the advisory team, she ensures that every client interaction is structured, responsive, and aligned with their financial goals.

In addition to client servicing, she oversees team workflows and operational efficiency, playing a crucial role in maintaining consistency, accountability, and a superior client experience across the organization.

Priya Trivedi – Senior Growth Manager – Marketing & Client Success

With over 4 years of experience, Priya Trivedi leads the growth and client success initiatives at Taginsol Services Pvt. Ltd.

She is responsible for driving the company’s digital presence, brand positioning, and marketing strategies across platforms. From social media management to campaign execution, she ensures that the brand communicates effectively with its target audience.

Alongside marketing, she plays a vital role in client onboarding and success, ensuring that new clients experience a smooth transition and ongoing engagement with the firm’s services.

Gayatri Devi – Senior Equity Dealer – Equity Advisory & Execution

With 5 years of experience in equity markets, Gayatri Devi heads the equity dealing and execution vertical at Taginsol Services Pvt. Ltd.

She specializes in managing equity-based transactions, portfolio execution, and client communication related to market positions. Her role is critical in ensuring timely and efficient trade execution while maintaining alignment with the broader investment strategy.

Her market understanding and execution capabilities help clients navigate equity investments with confidence and precision.

Gautam Kumar – Operations Manager – Compliance & Back Office

With over 5 years of experience, Gautam Kumar manages operations, compliance, and backend processes at Taginsol Services Pvt. Ltd.

He ensures that all transactions, documentation, and regulatory requirements are handled accurately and efficiently. His role is central to maintaining operational discipline, data accuracy, and compliance standards across platforms.

By streamlining backend processes, he supports both the advisory team and clients with smooth and error-free execution.

Arpita – Executive – Client Servicing & Operations Support

With 2 years of experience, Arpita supports client servicing, social media coordination, and backend operations at Taginsol Services Pvt. Ltd.

She plays an important role in ensuring smooth day-to-day communication with clients, assisting in onboarding processes, and supporting the team across operational tasks.

Her proactive approach and attention to detail contribute to maintaining efficiency and responsiveness within the team.

Shivank Siwach – Client Servicing Executive – Client Communication & Support

With over 2 years of experience, Shivank Siwach is responsible for client communication and front-end servicing at Taginsol Services Pvt. Ltd.

He focuses on engaging with prospective and existing clients, coordinating meetings, and ensuring timely follow-ups. His role is essential in maintaining strong client relationships and ensuring consistent communication across the client lifecycle.

His structured approach helps in creating a smooth and professional client experience.