Niraj Dugar — CEO
A chartered accountant with audit experience of more than 10 years with the likes of Grant Thornton and Deloitte. Later, started in the personal finance space since 2020 and now building Holistic Prime Wealth. We are focused on personal finances through mutual funds, insurance advisory, credit cards, tax advisory and filing, estate planning etc. It is a one stop shop for families to get their finances managed. I also enjoy long distance running, playing the piano and making videos on credit cards on Youtube.
Stackforce AI infers this person is a Fintech expert specializing in personal finance management and advisory services.
Location: Hyderabad, Telangana, India
Experience: 13 yrs 3 mos
Skills
- Personal Financial Planning
- Investment Management
Career Highlights
- Over 10 years of audit experience with top firms.
- Founder of a comprehensive personal finance advisory.
- Trusted advisor for diverse clientele in financial management.
Work Experience
Holistic Prime Wealth Private Limited
Director (4 yrs 2 mos)
Turtle Money Circle
Co-Founder (1 yr 3 mos)
Contrarian Wealth
Founder (1 yr 3 mos)
Deloitte India (Offices of the US)
Audit Manager (3 yrs 3 mos)
Grant Thornton India LLP
Manager (1 yr 5 mos)
Assistant Manager (1 yr 11 mos)
Grant Thornton India
Senior Associate (1 yr 5 mos)
Education
Chartered Accountant at The Institute of Chartered Accountants of India
Bachelor of Commerce (B.Com.) at osmania university
Chartered Accountant at The Institute of Chartered Accountants of India
