SUDHIR PAI
PORTFOLIO OF COMPANIES

ABOUT SUDHIR PAI
- 30+ years of experience in diverse financial areas
- Extensive qualifications in finance, tax, and accounting
- Senior leadership experience at Infosys Technologies
- Successful entrepreneur and business owner
- Current focus on venture capital and investment
- Member of the Forbes Finance Council
Sudhir is an accomplished professional with over 30 years of experience in Finance, Tax, Accounting, Wealth Management, Real Estate & Ventures. He holds various qualifications including being a Certified Public Accountant (CPA), Fellow Chartered Accountant (FCA), Enrolled Agent (EA), Chartered Global Management Accountant (CGMA), and Security licenses with FINRA & SEC. He previously worked as AVP & Head of Finance of Infosys Technologies before establishing Global Value Add, Inc dba, MyTaxFiler and myStartUpCFO, in 2008. Between 2021 & 2022, he successfully exited his tax, accounting and wealth management business, and now serves as the Managing Partner at SuMa Monde Kapital & Ventures. Additionally, Sudhir is a member of the Forbes Finance Council.
PORTFOLIO COMPANIES

- 360° Financial Planning
- Private Wealth
Management - Active Retirement A/c Management (401(k), Traditional or Roth IRA)
- UTMA / UGMA / 529 Plans
- Defined Benefit Plans


- Fund of Funds
- Direct Investments
- Exclusive SPV Opportunities
- Tech-enabled Companies
- Emerging Economies – India


- Life Insurance
- Estate Planning
- IRA Conversions (IUL)
- Life Insurance Retirement Plan (LIRP)
- Premium Financing with No Collateral
- Multi-Year Guaranteed Annuities


Supporting: CPAs, Attorneys, Insurance Pros, Community
Associations, RE SyndicatorsWith Following Opportunities:
Tax Reduction & Wealth Creation

PREVIOUS COMPANIES

- Alternative Investments
- Tax Planning Products
- Real Estate Development with Conservation Option
- Oil & Natural Gas Exploration Projects
- Tax Opportunity Zones
- Roth Conversions


- Audit & Assurance Services
- Employee Benefit
- Plan Audit Services
- Governmental Compliance Audits
- Foreign Bank Account Reporting
- Business Plan Preparation
- Business Valuation

Supporting: CPAs, Attorneys, Insurance Pros, Community
Associations, RE SyndicatorsWith Following Opportunities:
Tax Reduction & Wealth Creation


- Fund of Funds
- Direct Investments
- Exclusive SPV Opportunities
- Tech-enabled Companies
- Emerging Economies – India

OUR GLOBAL TEAM

