Our dedicated team comprises of competent people having extensive knowledge and vast experience of this field. Our attitude towards professionalism and expertise knowledge helps us to serve our clients to their expectation and satisfaction.
Key members of our firm ,

CA. Yogesh Bhalchandra Tatar - M.Com., FCA, MBF, DISA(ICAI)

A chartered accountant with 18 years of professional age and expertise in the field of implementation along with system design & documentation in the field of Finance, Taxation, Audits and Management Consultancy. In addition to above he has expertise in Taxation of Corporate, representation to CBDT and Liaison with various Regulatory Bodies .

CFP Sonali Tatar - B.Com, MBA (Fin), CFP

Mrs. SONALI TATAR, managing director of M/s Investment Shelter holds Bachelor Degree in stream of Commerce. She had completed her MBA in Finance in 2002 and had a experience of working in a reputed multinational Asset Management Company as a Branch Head. After floating this venture she had completed Certified Financial Planner (CFP) degree in 2009, she has a rich experience of more than decade in the field of Financial Markets, Wealth Management and Advisory Services and has a proven track record of managing multiple assets class.

CA Vikas Garud - M. Com, FCA, Grad CWA, LLB ​(G)​

Vast experience of 25+ years in Taxation .

CA Amol Mishra - M.Com, FCA ​, D.I.S.A.(ICAI)​

Specialised experience of 15+ years in corporate consultancy.

CA Sahil Garud - M. Com, ACA

Working in Tax Journalism, ITAT and High Court matters .

CA Nikunj Rungta - M. Com, FCA

Working in International Taxation.

CA Aniket Kothawade - B Com ACA

CA Sagar Bachhav - B Com ACA

CA Vikas Garud - B Com ACA

CA Amol Mishra - B Com ACA

CA Sahil Garud - B Com ACA

CA Nikunj Rungta - B Com ACA