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. Sudhir is married to Supriya Pai and they are blessed with 3 kids.

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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
WEBSITE
  • Land Bank
  • Medical Buildings
  • Multi-Family Housing
  • Storage Facilities
  • Hospitality
  • Mobile Parks
WEBSITE
  • Fund of Funds
  • Direct Investments
  • Exclusive SPV Opportunities
  • Tech-enabled Companies
  • Emerging Economies – India
WEBSITE
  • Life Insurance
  • Estate Planning
  • IRA Conversions (IUL)
  • Life Insurance Retirement Plan (LIRP)
  • Premium Financing with No Collateral
  • Multi-Year Guaranteed Annuities
WEBSITE

PREVIOUS COMPANIES

  • Alternative Investments
  • Tax Planning Products
  • Real Estate Development with Conservation Option
  • Oil & Natural Gas Exploration Projects
  • Tax Opportunity Zones
  • Roth Conversions
WEBSITE
  • Business Tax Filing
  • Individual Tax Filing
  • Virtual Office
  • Services
  • Bookkeeping
  • Payroll Processing
WEBSITE
  • Bookkeeping &
  • Accounting
  • Financial Modeling & Budgeting
  • Interim CFO
  • Fundraising Help
WEBSITE
  • Audit & Assurance Services
  • Employee Benefit
  • Plan Audit Services
  • Governmental Compliance Audits
  • Foreign Bank Account Reporting
  • Business Plan Preparation
  • Business Valuation
WEBSITE

OUR GLOBAL TEAM

GET IN TOUCH
  • (469)-702-1272
  • 4512, Legacy Drive, #100 Plano, TX, 75024
  • Sudhir (@) sumamonde.com
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