The Minds Behind Your Wealth Strategy
A team of experienced professionals at Taginsol Services Pvt Ltd combining investment strategy, taxation expertise, and risk management to deliver structured, long-term wealth outcomes.
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.
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.
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.
Because wealth creation is not about products — it’s about having the right strategy, structure, and people guiding you.
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