Our Journey



Foundation
- Started with a vision to provide One Stop solution to Individuals and Businesses
- Headquartered in Mumbai Office & branch office in Ajmer, Rajasthan in India
- Started providing VCFO services and cracked Blackstone and Sony as our initial premium clients


Expansion
- Became a Globally recognized VCFO Partners for Indian and American Businesses
- Opened an office in the United States with branch in Edison (New Jersey)
- Started taking up US Business Registrations, ITIN, EIN, Taxation, Audit, VCFO etc.
- Team size increased to 15
- Added various connected services to an integrated VCFO solution


Engagement
- Became niche experts of handling complex tax matters in India and USA
- Opened branch office in the US and India (Hyderabad, Mumbai & Delhi)
- 30+ Team Strength and 500+ global clients


Growth
- Added a few more complex service categories in India and US regulatory space i.e. FEMA, Fund raise etc
- 50+ Team Strength and 2500+ global clients
- 2000+ Annual Compliances/filings done by the end of 2021


Achievements
- 12000+ Businesses Incorporated in India & USA and 200+ VCFO services across
- 1000+ Tax Registrations, 500+ Income Tax Audits and Representations
- 3000+ ITIN Application filed with the IRS, USA
- 4500+ IPR cases filed & 2000+ IPR cases represented
- 75+ Team Strength and 6500+ global clients
- Opened a branch office in Bengaluru, India
We are committed to serving you the right way!
Our management team comprises of people from diversified backgrounds including Chartered Accountants (CA), Certified Public Accountants (CPA), Company Secretaries (CS), Law & Management Professionals.
UIC’s well-established processes ensure total confidentiality for all our clients, thereby gaining their absolute trust. We are well-equipped to evolve and progress with the ever-changing dynamics of the economy.
Our Leadership


CA Naman Gangwal, CPA
CGO & Co-Founder
Naman is a cross-border finance and structuring expert, known for his ability to demystify the most complex India–US tax and regulatory matters with clarity and confidence. As a founding partner of USAIndiaCFO, he has led strategic engagements for a diverse range of clients from Unicorns and fast-growing Startups to Listed Global Corporations and Family Offices guiding them through international expansion, tax optimization, and regulatory alignment.
A top-ranking professional in both the Chartered Accountancy and US CPA exams, Naman combines deep technical knowledge with a human-centered leadership style. His high emotional intelligence make him a respected and an inspiring leader within the firm and beyond.
Outside of work, he enjoys traveling and spending meaningful time with his family values that continue to ground his professional journey.
Akshay Nahar as a founding partner at USAIndiaCFO, specializes in structuring complex business engagements, including mergers and acquisitions, due diligence processes, and virtual CFO services. Akshay's strategic insights have been instrumental in guiding businesses from startups to established enterprises through intricate financial landscapes, ensuring compliance and fostering growth.
His adeptness at navigating multifaceted business challenges, combined with a deep understanding of regulatory frameworks, positions him as a trusted advisor to a diverse clientele. He values work-life balance and cherishes quality time with his family, reflecting a holistic approach to success.

CA Akshay Nahar
CGO & Co-Founder

CA Amit Agarwal, CPA
CGO & Co-Founder
Amit is a cross-border finance leader with deep expertise in structuring global operations, optimizing tax outcomes, and navigating India–US regulatory frameworks. As a founding partner at USAIndiaCFO, he has worked closely with a diverse clientele ranging from high- growth startups and unicorns to publicly listed companies and global family offices helping them scale seamlessly across jurisdictions.
His ability to blend strategic thinking with operational clarity makes him a go-to advisor for complex financial decisions and global expansion strategies.
Known for his collaborative leadership and calm presence under pressure, Amit is a trusted mentor to his team and a valued partner to his clients. He enjoys traveling and spending quality time with family when away from work.
Harsh is a visionary finance leader with deep expertise in investment strategy, family office Management, and cross-border financial operations. As a Co-founder and CEO of USAIndiaCFO, Harsh plays a pivotal role in steering the firm’s growth and operational excellence. He advises High-net-worth individuals, family offices, and global businesses on wealth structuring, asset allocation, and long-term financial planning.
With a strong foundation as a Chartered Accountant and a strategic mindset, Harsh brings a rare combination of analytical depth and execution capability. His leadership extends across all verticals of USAIndiaCFO, where he oversees finance, technology, people, and client success. Respected for his clarity of thought and hands-on leadership, Harsh is also known for his steady focus and calm demeanor. He values relationships and drives impact with purpose.

CA Harrsh Jain
CEO & Co-Founder

Adv Disha Vakharia
Associate Partner
Disha at USAIndiaCFO brings immense experience in advising clients on the full spectrum of intellectual property law across India and the United States. With a career spanning more than 10,000+ matters, she is widely recognized for her precision, strategic insight, and unmatched depth in trademark law, copyright protection, and brand enforcement.
Disha’s practice is rooted in a nuanced understanding of global IPR frameworks, making her a go-to advisor for startups, scale-ups, and multinational enterprises seeking to navigate complex legal terrains and protect their intangible assets across borders.
Her counsel is both commercially pragmatic and legally robust, tailored to secure and maximize the value of her clients’ innovation. Respected for her clarity, and strategic foresight, Disha continues to lead with a passion for protecting creativity and fostering global brand integrity.
Nikit at USAIndiaCFO plays a pivotal role in advising global families and individuals on complex cross-border tax matters. A seasoned Chartered Accountant, Nikit is known for his sharp technical acumen and deep expertise in individual tax optimization, streamlined filings, and regulatory reporting across both U.S. and Indian jurisdictions.
His ability to simplify intricate tax scenarios whether related to foreign income, global disclosures, or dual tax residency has consistently delivered clarity and peace of mind to clients. What sets Nikit apart is his humble, client-first approach, marked by empathy, responsiveness, and a genuine commitment to service. His integrity and attention to detail make him an invaluable partner for families seeking long-term, strategic financial stewardship.

CA Nikit Bakliwal
Associate Partner

CA Naman Gangwal, CPA
President & Co-founder

CA Akshay Nahar
Joint Managing Director