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All "Investment Management" results in San Diego, CA
Gold Path Investment Group, LLC
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5 Years in Business
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Open 24hrs
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
From the Business:Gold Path Investment Group, LLC was founded by Kunal Gupta in 2023. After working in the corporate arena for over a decade, Kunal learned that a large percentage of his colleagues faced challenges in managing short-term financial needs, while also planning for retirement. He became passionate in providing guidance and support to help individuals develop and implement sound financial strategies so they can navigate unexpected emergencies and still live comfortably in retirement. Gold Path works with a variety of individuals, including business owners, corporate professionals, immigrants who are not yet permanent residents, healthcare professionals, and other high net-worth individuals to help them realize their short and long-term financial goals. Every client we manage is based on the principles of integrity, respect, and collaboration. Kunal is a highly experienced finance expert with over a decade of professional experience in corporate finance and wealth management. Kunal most recently served as a CFO to many different financial advisor firms, where he played an integral role in helping these firms grow revenue, reduce costs, improve profitability, refine long-term strategies, and engage in M&A transactions.Read more
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
From the Business:Subitha Kurian is a knowledgeable and client-focused financial professional dedicated to helping individuals, families, and businesses achieve their financial goals. With a strong commitment to personalized service and strategic planning, Subitha delivers tailored financial solutions that empower clients to build a secure and prosperous future.Read more
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
From the Business:Amar Shah founded Client First Capital to create a platform that reflects his values and provides impartial, evidence-based advice to his clients around maximizing their financial well-being. Amar strongly believes that integrity, transparency, knowledge, and insight are core values for a successful, long-term client relationship. Amar has more than 20 years of experience in the financial industry, helping individuals, families, and businesses achieve their financial goals. He is experienced in estate planning advice, retirement planning, and risk management. He and his team help clients protect, distribute, and grow their wealth, and they are committed to cultivating long-lasting client relationships based on trust and mutual respect.Read more
NetSave Tax & Accounting
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15 Years in Business
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
From the Business:Binayak "Ben" Karki, CPA With more than 10 years of experience in the tax profession, Binayak “Ben” Karki, CPA, has served individuals and businesses from small scale to multi-billion dollar companies effectively developing innovative and smart tax strategies. He is a licensed CPA and a member of the American Institute of CPA’s. An alumnus of Brigham Young University Idaho and University of Idaho, Ben began his career in the tax department of PricewaterhouseCoopers (“PwC”), which is one of the biggest accounting firms in the world. After serving few years at PwC, Ben realized that there was a bigger need to serve small businesses and individuals who don’t have the resources or knowledge to tackle the challenges of the tax world. For several years now, Ben has been assisting businesses ranging from real estate, service industries, restaurants, construction, transportation, retail and many more business sectors in the San Diego area and other parts of the nation. Ben now specializes in tax preparation, tax planning, business consulting, corporate structuring, and bookkeeping.Read more
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
From the Business:Shah & Co, Certified Public Accountants is a full-service accounting firm dedicated to providing high-quality, personalized financial guidance to individuals and businesses. The firm is built on the principles of integrity, professionalism, and client-focused service. With extensive experience in tax planning, compliance, accounting, and consulting, Shah & Co helps clients navigate complex financial challenges and achieve their goals. Their team of certified professionals combines technical expertise with a commitment to understanding each client’s unique needs, offering tailored strategies that promote financial growth and stability. Shah & Co is known for delivering trusted advice, reliable results, and maintaining long-term relationships based on transparency and excellence.Read more
Kavita Bajaj Financial Profession
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10 Years in Business
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Open 24hrs
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Language:English , Hindi
Serving ZIP Codes:19092, 92101, 92102, 92103, 92104
From the Business:Kavita Bajaj is a seasoned accounting and tax professional with over a decade of experience in public accounting, presently serving as Director at Moss Adams. She specializes in corporate tax compliance and advisory services for clients in manufacturing, technology, real estate, and the financial-services sectors. Her expertise spans federal, state, and international tax matters, including tax provisions and audit support. With a background that includes a Big Four firm and her academic credentials (BCom and MAcc from the University of Manitoba), Kavita brings a deep blend of technical skill and practical insight to help clients navigate complex tax issues and achieve their strategic financial goals.Read more
Business Offers
Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Investment Management
Excellent and professional place for taxes. Sabu is always available when there is a need to get an answer on investment tax related items. Very helpful and knowledgeable team.
I had a very good experience working with NSKT Global on a complex U.S. tax compliance matter involving amended returns and international reporting. The team provided clear guidance, detailed instructions, and timely responses throughout the process. I also found their client portal very helpful - the document upload process was straightforward, files were well organized, and the folder structure made it easy to keep track of the required documents. I particularly appreciated their attention to detail and their ability to make a complicated process easier to navigate. Based on my experience, I would recommend NSKT Global for complex U.S. tax compliance matters.
We worked with Nikhil at NSKT Global on a complex Streamlined Foreign Offshore Procedures filing and were very pleased with the technical execution. A few key highlights from our experience: • Fair Pricing: His rates are highly competitive for specialized cross-border tax work. • Seamless Client Portal: The secure document upload platform made organizing and submitting years of financial records straightforward and hassle-free. • Thorough & Fast Work: Nikhil completed the full filing package in just two weeks with exceptional attention to detail on the completed returns. We appreciate his expertise with offshore compliance and look forward to working with him again for ongoing tax needs.
I have received help from Nikhil and his team at NSKT in filing tax returns. He has very good knowledge of US and Indian tax laws. His work was very meticulous and through. He is also very responsive and informative which is a huge help while going through these complex processes. I recommend him for all your tax filing needs.
NSKT Global has been doing our Federal taxes for a few years now and we are extremely pleased with their service. At first, we only had them doing our personal taxes. We added our business taxes when I decided to start a small business. We love that we don’t have to make any appointments, and bring our files to someone’s office. We can simply upload our information to their VERY secure portal and they perform their magic. The NSKT staff is extremely knowledgeable, professional and very responsive to all of our messages. Recently, NSKT Global added a new product to help businesses launch, grow, and scale through strategic digital marketing solutions. For someone with a small business, like me, that is absolutely awesome!!! I highly recommend NSKT Global. I know you will be as pleased as we are.
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Everything You Need to Know About Investment Management
Strategies for Successful Investment Management
Investment management is selecting, monitoring, and adjusting a portfolio of assets to achieve specific financial goals. Investment management can be done by individuals, institutions, or professionals who charge a fee for their services. Regardless of who manages the investments, some common strategies can help achieve successful investment management. Here are some of them: Define your investment objectives and risk tolerance:
Navigating the New Digital Asset Reporting Landscape: What Indian-Americans Need to Know
In the ever-evolving world of finance and taxation, a new player has entered the field: regulations requiring custodial brokers to report digital asset transactions, including cryptocurrencies. For Indians living in the USA and Canada, this development brings both opportunities and challenges. Let's dive into what these changes mean for you and how they might affect your financial decisions in the digital asset space.
Corporate Stock Repurchase Excise Tax: What It Means for Indian Investors in North America
In the ever-evolving landscape of U.S. tax law, a new player has entered the field: the Corporate Stock Repurchase Excise Tax. This 1% excise tax on corporate stock buybacks has been introduced with the aim of curbing excessive repurchases and promoting more equitable financial practices. For the Indian community in the USA and Canada, many of whom are active investors or work in the corporate sector, understanding this new tax is crucial.
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