Our team

Our Team

A cross-border client should not have to become their own project manager. Our team connects the investment, property and professional-adviser work around a single brief.

The principals

Two people, and you will deal with both.

There is no relationship manager between you and the person making the recommendation. That is deliberate: cross-border structuring goes wrong in the handoffs, and a firm this size does not need any.

Madhusudan Narasimhaiah

CEO

Over a decade in financial planning and wealth management, working with independent advisers and their clients across several jurisdictions.

Runs the consultancy side of the firm, insurance, investments and structured products, and the client relationships that sit in more than one country at once. The method is systematic rather than product-led: which questions have to be answered before a recommendation is worth making, and in what order.

CII (UK)AMFI (India)Wealth management

Parul Gupta

Managing Director

Over 20 years in financial and insurance markets, most of it inside international banks, with direct exposure to equities, fixed income and structured products.

Was primary adviser on large client portfolios before setting up CFSI, and is responsible here for how advice is built and implemented rather than for any single product line. Built the current team of advisers around that.

BScMBA, MarketingStructured productsPortfolio management

Alongside the principals we work with accountants, tax counsel and lawyers in each jurisdiction we operate in. We do not draft the documents ourselves, we design the structure and bring in the people who do.

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