With 50+ years of combined expertise, the TBNG team delivers personalised strategies for achieving your financial goals, building wealth, and securing your future. Our deep knowledge, fiduciary commitment, and client-centric approach ensure your financial journey is both successful and stress-free.
With 50+ years of combined expertise, the TBNG team delivers personalised strategies for achieving your financial goals, building wealth, and securing your future. Our deep knowledge, fiduciary commitment, and client-centric approach ensure your financial journey is both successful and stress-free.
With over 20 years of experience and stewardship of over 700+ crore in assets, we’ve dedicated ourselves to serving more than 200 families, helping them achieve over 400 life goals. Our commitment to integrity means your interests always come first. Let us help you build a financial future that supports your dreams.
Years of Collective Team Experience
Sneha Nahar
Partner – Financial Planning Division
11 Years of experience
Nishant Gondalia
Vice President – Investment Products
6 Years of experience
Deepa Naik
Financial Advisor
6 Years of experience
Ajita Patel
Partner – Family Office Practice
7 Years of experience
I started engaging with Tarun and his team almost 15 years back. Initial engagement was restricted to investment advice where TBNG would recommend good quality
We met TBNG just at right time! Thanks to them, we realized our portfolio was lop sided and needed correction. Tarun Birani has now become a good friend.
As part of Ascent Foundation, I got introduced to Tarun Birani and TBNG Team. As a first-generation entrepreneur, I did not take personal money for a number of years
“I’m Vinod, residing outside India for several years. Balancing investments with daily commitments was challenging until I found TBNG Capital Advisors.
TBNG provides independent and insightful financial planning advice taking into account the customer’s needs and goals comprehensively. They are transparent and provide access
"Over the last 12 years, my relationship with the TBNG team has been extremely fruitful. I have been helped by a close-knit team led by Tarun and Sneha that has been efficient
My decision to join TBNG Capital, introduced by a colleague 20 years ago, has proven invaluable. Their professional and goal-oriented approach, coupled with
I was recommended TBNG by a family member who, along with his friends, has been with TBNG for over five years and only had positive things to say about Tarun and his team.
We have been working with TBNG as our wealth advisor since November 2019, and we are extremely pleased with their services. . Both partners, Tarun and Ajita, have
I was introduced to Tarun by a close friend and have been interacting with him for over 4 years now. As we continue to remain busy in our profession, we tend to
Sneha Nahar
Partner – Financial Planning Division
15 Years of experience
Sneha is the cornerstone of everything at TBNG Capital Advisors, bringing over 11 years of industry experience to her role. She is a CFP CM, PGDBM, registered with Financial Planning Standard Boards India. As the head of the financial planning and advisory department and a partner in the firm, she combines her extensive knowledge with practical implementation to deliver exceptional results. Her expertise lies in cultivating strong relationships with clients, providing tailored investment advice that aligns with their goals and risk tolerance. This personalized approach fosters long-term trust and confidence, ensuring clients feel secure and well-guided in their financial journeys. Sneha loves to travel and is passionate about adventurous activities.
Nishant Gondalia
Vice President – Investment Products
6 Years of experience
For Nishant, staying updated with market fluctuations is second nature. As the Vice President of Investment Products at TBNG Capital Advisors, Nishant leads the research and strategy department with more than 6 Years of experience of experience. He is a market maven who is always abreast of the latest trends and movements in the financial world, making him the go-to person for market insights within the firm. Nishant’s passion for the financial markets is evident in his commitment to simplifying complex concepts for his interns and colleagues, making him a beloved mentor. His practical approach and deep understanding of market dynamics enable him to provide valuable guidance and support, helping clients achieve their financial goals. His one-liners always bring a smile to everyone’s face, adding a touch of humor to the workplace.
Deepa Naik
Financial Advisor
6 Years of experience
Ajita Patel
Partner – Family Office Practice
7 Years of experience
Ajita is a Chartered Accountant with an outstanding academic record ranking 35th (All India Rank) in the CA Final exams. Her career spans across multiple roles in the United States working with multinational Banks and Financial institutions, overseeing deals ranging from $1 million to $1 billion. Ajita’s experience in the US, coupled with her time at Deloitte India in Risk Advisory, uniquely positions her to provide expertise in Financial Planning, Wealth Management, and Equity Advisory. Coming from a business family she frequently accompanied her father in the business meetings discussed over informal settings. This exposure enabled her to cultivate a keen insight into the intricacies of business and management, and their influence on organizational growth and prosperity. Outside of work, Ajita finds joy in meditation, yoga, reading, and traveling, alongside a passion for equity research. She believes in the power of consistency, whether in physical fitness routines or in investment strategies.