Rohan Parikh
Mumbai
Summary
Legal professional and semi-qualified Company Secretary specializing in Wealth Structuring and Estate Planning for over 4.5 years. Focused on delivering customized advice to high-net-worth clients in areas such as succession planning, offshore and onshore structuring, and family office management. Demonstrated ability to develop effective legacy structures and optimize tax strategies.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Manager - Wealth Structuring & Estate Planning
Nuvama Private
Mumbai
04.2021 - Current
- Assisting a Gujarat-based, multi-generational, listed company in creating a Master-Sub Trust Structure and drafting Wills for the promoters to ensure business continuity and legacy preservation.
- Assisting a Mumbai-based promoter in devising strategies and establishing frameworks to safeguard wealth from matrimonial claims
- Facilitated creation of Pre-IPO Trust Structures for a Pune & a Bangalore based listed company, ensuring seamless wealth succession to next generation.
- Guided a Raipur-based manufacturing company in implementing Offshore Structures in Dubai to strengthen global footprint.
- Facilitated creation of structures and legal documents for a Mumbai-based production house to ensure seamless business operations following promoter's demise.
- Assisted a Delhi based promoter in obtaining the Malta Residency.
- Assisted various other HNI Promoters in creating succession structures, mainly to ensure: Smooth succession, Ring fencing of wealth, Business Continuity & protection from the potential estate duty
- Guided clients in establishing optimal Family Office Structures aligned with specific fact patterns and objectives.
- Provided guidance to RMs on product taxation queries for informed decisions.
Engaged in client pitch calls, showcasing company offerings.
Informed RMs about service offerings, enhancing sales strategies.
Produced collaterals and presentations to bolster client pitches.
Authored various internal documents to promote knowledge sharing among teams.
Intern
- Kanga & Co, Reliance Infrastructure, DSK Legal, Khaitan & Co, IC Legal & Nilesh Shah & Associate
Mumbai
Education
Company Secretary - Final Level -
ICSI
India01-2021
LLB -
KC Law College
Mumbai, India01-2020
Bachelor of Commerce -
MKS College of Commerce
Mumbai, India01-2016
Skills
- Risk management
- Client relationship management
- Strategic advising
- Effective communication
- Problem solving
- Attention to detail
- Presentation skills
Certification
- StartUp India Learning Program by Invest India
- Corporate and Commercial Law II: Business Forms, Financing, and Governmental Regulations by the University of Illinois at Urbana-Champaign
- American Contract Law I by Yale University
- Startup Valuation by Duke University
- Private Equity & Venture Capital University of Bocconi
Languages
French
First Language
Timeline
Manager - Wealth Structuring & Estate Planning
Nuvama Private
04.2021 - Current
Intern
- Kanga & Co, Reliance Infrastructure, DSK Legal, Khaitan & Co, IC Legal & Nilesh Shah & Associate
Company Secretary - Final Level -
ICSI
LLB -
KC Law College
Bachelor of Commerce -
MKS College of Commerce