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Pratik Shah is a finance professional with extensive experience in advising high-net-worth individuals and business families on succession planning and estate planning. Currently serving as a Senior Strategist at Kotak Alternate Asset Managers Limited, Pratik previously held key positions at Deloitte India, including Director and Senior Manager, where expertise was focused on governance and tax-related matters. Prior roles at Deloitte Haskins & Sells LLP and R N Exports involved advising on domestic and international tax issues, treasury management, and compliance. Pratik Shah is a Chartered Accountant and a candidate for CFA Level III, with a strong background in tax and finance.