CA Dr. Rajesh Khandol

Founder & Principal Advisor

Dr. Khandol brings more three decades of experience working with entrepreneurial families and business owners across India and internationally.

A Fellow Chartered Accountant since 1990, he spent over 30 years conducting system audits and providing strategic advisory services for organisations ranging from ₹50 crore to ₹5,000 crore in annual turnover.

His expertise in system and management audit provided unique insight into how wealth is created, protected, and occasionally lost within operating businesses. Since 2019, he has focused exclusively on wealth and succession advisory.

Dr. Khandol holds a Science degree from Gujarat University and serves as a regular contributor to financial publications, with research interests spanning capital markets, taxation, and regional economic development.

Areas of focus :

Wealth structuring, succession planning, family business advisory, alternative investment evaluation

CA Jagruti Shah is a Fellow Chartered Accountant with over a decade of experience in finance, wealth management, and advisory services. She holds a Master of Commerce degree from Gujarat University and has spent the past six years actively engaged in capital markets.

She leads investment strategy at Aurrent’s Gandhidham office, specializing in mutual funds, equity markets, portfolio structuring, and long-term wealth creation.

Her approach combines rigorous fundamental analysis with technical market insight, ensuring investment decisions are grounded in both valuation discipline and market dynamics.

A registered member of the Association of Mutual Funds of India (AMFI), she brings analytical depth and clarity to portfolio construction for family clients.

Areas of focus :

Wealth structuring, succession planning, family business advisory, alternative investment evaluation

CA Jagruti Shah

Head of Investment Strategy (M.Com, FCA)

CA Dhara Paniya

Head of Insurance Division

CA Dhara Paniya is a Fellow Chartered Accountant who has been with Aurrent for three years, leading the firm’s insurance advisory practice.

She brings a disciplined, needs-based approach to insurance planning, helping families evaluate coverage requirements without commission bias.

Her work focuses on integrating life and health insurance within broader wealth and succession strategies ensuring protection structures align with estate planning goals, liquidity needs, and multi-generational wealth transfer frameworks.

She works closely with families to structure insurance solutions that complement their overall financial architecture rather than exist in isolation.

Areas of focus :

Wealth structuring, succession planning, family business advisory, alternative investment evaluation

Anand Mota has been with Aurrent for eight years, overseeing all operational aspects of client engagement and service delivery.

He manages client onboarding, account setup, documentation compliance, and ongoing operational coordination across investment platforms, custodians, and service providers.

His role ensures that the complexity of wealth management multiple accounts, regulatory filings,beneficiary updates, and platform coordination runs seamlessly in the background, allowing families to focus on decisions rather than administration.

He serves as the operational backbone of the firm, ensuring every implementation is executed with precision and care.

Areas of focus :

Wealth structuring, succession planning, family business advisory, alternative investment evaluation

Anand Mota

Operations Manager (M.com, Inter CA)

Meera Khandol

Investment Analyst

Meera Khandol brings a fresh perspective to wealth management, with particular interest in how the next generation approaches money, investing, and legacy.

She conducts investment research, portfolio analysis, and market monitoring, supporting the firm’s advisory and strategy teams.

Her work includes evaluating investment opportunities, tracking portfolio performance, and researching emerging trends in wealth management from digital assets to sustainable investing that may shape how younger family members engage with inherited wealth.

She helps bridge generational perspectives, ensuring Aurrent’s advice remains relevant as family dynamics and financial priorities evolve.

Areas of focus :

Wealth structuring, succession planning, family business advisory, alternative investment evaluation

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