Sudhir Pai, Managing Partner

Sudhir has nearly 25+ years of experience in the Finance, Tax and Accounting fields. A certified public accountant (CPA), Fellow Chartered Accountant (FCA), Enrolled Agent (EA), Chartered Global Management Accountant (CGMA) by qualification, Sudhir served as the AVP of Infosys Technologies, before starting his tax, accounting & CFO practice, Global Value Add, Inc dba MyTaxFiler & myStartUpCFO in 2008. Currently Sudhir is the CEO of Legacy Wealth Planner, LLC, a wealth management firm based out of Plano, TX. Sudhir can be reached at sudhir@legacywealthplanner.com

Sudhir Pai is a Registered Representative with Saxony Securities, Inc. Member FINRA/SIPC and an Investment Advisor with Saxony Capital Management, LLC

Karan Negi, Managing Partner

Karan is a serial entrepreneur whose career in private equity over 10 years working for a niche PE firm in Santa Monica, CA led to creation of investor value through divestitures and leveraged buyouts of entities directly under his operating control. Karan is Founder and Managing Partner of Kriya Capital since 2013 investing and building a portfolio of assets in BPO, Receivables Management, Healthcare RCM and ITeS businesses. Karan’s family office actively invests in logistics and transportation businesses and realty with specific focus on land banking. He lives in Dallas, TX. Karan can be reached at karan@sumamonde.com

Bhuvan Talanki, Dy Chief Financial Officer

Bhuvan has nearly 10 years of work experience in Finance & Accounts and has been in the real estate space for more than 7 years. He has worked with multiple real estate firms from India and managed projects worth 500 Mn USD. He is a Chartered Accountant by qualification from India and the UK which is the equivalent to a CPA in the United States. Bhuvan is also a business finance analyst from ICAEW (UK), he was the head of finance for one of the largest projects of the Brigade Group. The project entailed developing 6 Mn Sqft of land with a project size of 360 Mn USD. Bhuvan can be reached at bhuvan@sumamonde.com

Lisa Vo, Associate President

Lisa has had the privilege, since 2013, of running operations and training/developing real estate Agents. She has worked with the top RE/MAX of Texas and Houston top ranking teams and only strives for excellence! Lisa is a featured “Bosses in Action” guest on Follow Up Boss’ November 2021 episode and continues to help the real estate industry collaborate in growing and evolving together. Lisa can be reached at lisa@sumamonde.com