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CA Arvind Saraf
Chartered Accountant
A Chartered Accountant by qualification and a seasoned professional by experience, CA Arvind Saraf is the co-founder of our venture. With over a decade of experience running a successful CA firm, he brings deep financial acumen, regulatory insight, and structured thinking to the investment domain.
Having worked with reputed CA firms and large corporates, his exposure spans across diverse sectors and complex financial environments. He has led audits of nationalised banks and PSUs, structured high-value debt syndication deals, and advised on cost control and financial efficiency projects 's experiences that uniquely position him to assess risks, identify value, and structure tailored investment strategies.
His strong foundation in assurance, compliance, and project finance'scombined with a strategic understanding of capital markets'smakes him a key pillar in delivering data-driven, risk-optimized, and tax-efficient wealth solutions to our clients.
CA Ritu Kunal Saraf
Co-Founder | Chartered Accountant | Financial Strategist
With over a decade of distinguished experience as a Chartered Accountant, Ritu Saraf stands at the forefront of strategic financial planning and investment advisory. She is also the Co-Founder of a well-established CA firm that has been successfully serving clients across industries for more than a decade.
Her journey spans deep engagement with diverse sectors ranging from manufacturing, real estate, services, and technology to startups and HNIs which equips her with a rare, hands-on understanding of industry dynamics and financial ecosystems. This invaluable exposure has built for her a robust network of professionals and industry leaders, enabling seamless integration of sector-specific insights into client portfolios.
At VRI Biz Assist, she brings a unique blend of analytical acumen, precision planning, and client-centric execution. Her approach is deeply personalized she believes that financial planning must mirror the individuality of each client's goals, risk appetite, and life stages. With her, it is never a standard template, but a carefully curated financial roadmap that aligns with the client's aspirations.
Her core strength lies in designing tailored investment portfolios whether in equities, bonds, alternative assets, or physical investments anchored firmly in strategic analysis, compliance, and wealth preservation. Be it business owners seeking capital structuring, professionals aiming at long-term asset creation, or families planning legacy structures she has proven her mettle in delivering solutions that are both technically sound and practically viable.
Above all, her clients value the trust she brings into every relationship. With her ability to translate complex financial situations into clear, actionable strategies, she is not just an advisor but a partner in long-term wealth creation
Kunal Saraf
Co-Founder | Engineering & Industrial Strategist | Financial Advisor
With an illustrious background in engineering and hands-on expertise in executing large-scale Steel and Power projects, Kunal Saraf brings to VRI Biz Assist a unique perspective that bridges technical precision with strategic financial planning.
He has led and overseen end-to-end project life cycles from designing, planning, and engineering to plant installation and commissioning, establishing himself as a formidable force in core infrastructure and nation-building industries. His experience also spans the import and export of heavy machinery and capital equipment, giving him a firm grasp of international trade, compliance, and operations at scale.
Having collaborated with industry giants, government agencies, and influential HNIs, he has cultivated a network among the top echelons of the corporate and industrial landscape. This privileged exposure, combined with his innate curiosity for financial markets, laid the foundation for his transition into high-value investment advisory.
What sets him apart is not only his analytical intellect and diverse field experience but also his ability to conduct deep-dive research into the structural and strategic underpinnings of businesses. His insight into a company's core operations, promoters, market positioning, and long-term viability enables him to guide clients with razor-sharp clarity on where to invest and, more importantly, where not to.
His knowledge goes far beyond numbers he understands the ethos, credibility, and ambition behind the companies clients choose to partner with. With an uncanny ability to connect dots others miss, he offers clients a "complete trust package" from industry analysis to promoter integrity, and from sectoral trends to risk-adjusted return potential.
Smart, witty, and intellectually engaging, he is exceptionally positioned to onboard, guide, and build portfolios for HNIs and Ultra-HNIs looking to grow their wealth with vision, discipline, and elite advisory. At VRI Biz Assist, he serves not just as a financial planner, but as a strategic partner who aligns every rupee invested with a broader narrative of growth, trust, and legacy.
With an illustrious background in engineering and hands-on expertise in executing large-scale Steel and Power projects, Kunal Saraf brings to VRI Biz Assist a unique perspective that bridges technical precision with strategic financial planning.
He has led and overseen end-to-end project life cycles from designing, planning, and engineering to plant installation and commissioning, establishing himself as a formidable force in core infrastructure and nation-building industries. His experience also spans the import and export of heavy machinery and capital equipment, giving him a firm grasp of international trade, compliance, and operations at scale.
Having collaborated with industry giants, government agencies, and influential HNIs, he has cultivated a network among the top echelons of the corporate and industrial landscape. This privileged exposure, combined with his innate curiosity for financial markets, laid the foundation for his transition into high-value investment advisory.
What sets him apart is not only his analytical intellect and diverse field experience but also his ability to conduct deep-dive research into the structural and strategic underpinnings of businesses. His insight into a company's core operations, promoters, market positioning, and long-term viability enables him to guide clients with razor-sharp clarity on where to invest and, more importantly, where not to.
His knowledge goes far beyond numbers he understands the ethos, credibility, and ambition behind the companies clients choose to partner with. With an uncanny ability to connect dots others miss, he offers clients a "complete trust package" from industry analysis to promoter integrity, and from sectoral trends to risk-adjusted return potential.
Smart, witty, and intellectually engaging, he is exceptionally positioned to onboard, guide, and build portfolios for HNIs and Ultra-HNIs looking to grow their wealth with vision, discipline, and elite advisory. At VRI Biz Assist, he serves not just as a financial planner, but as a strategic partner who aligns every rupee invested with a broader narrative of growth, trust, and legacy.
Romil Shah
Director, VRI BIZ Assist | Equity & Derivatives Strategist | Investment Advisor
Romil Shah is a dynamic finance professional and Director at VRI BIZ Assist, with a strong academic background. With over 6 years of practical exposure to capital markets, Romil brings deep expertise in equities, derivatives, and mutual funds, backed by extensive hands-on equity research and market analysis.
His background includes statutory audit experience for listed and private companies, equipping him with a keen understanding of corporate structures, financial ratios, and internal business dynamics. This dual exposure'sacross markets and financial reporting'senables him to evaluate investment opportunities with a holistic lens.
Romil is well-versed in derivatives trading strategies including covered calls, protective puts, spreads, straddles, strangles, and iron condors. His approach focuses on risk-managed, return-oriented strategies tailored to diverse client profiles.
What distinguishes Romil is his commitment to ethical investing and client-first principles. He treats every portfolio with diligence and integrity, ensuring capital is deployed responsibly and never speculatively.
At VRI BIZ Assist, he is driving the mission to make investing transparent, informed, and accessible'sbuilding sustainable wealth through disciplined planning and research-backed advisory.
CA Mayank Agarwal
Co-Founder | Chartered Accountant | Industrial Entrepreneur | Financial Planner
Mayank Agarwal is a qualified Chartered Accountant and a dynamic entrepreneur who has been steering operations at a leading manufacturing and trading concern since his qualification in 2019. As a Managing Partner, he not only stabilized the business operations but also led its expansion into pan-India, with a strong footprint in markets such as Gujarat, Maharashtra and West Bengal.
Having worked hands-on at multiple levels within a manufacturing ecosystem, he possesses a nuanced understanding of how industries are built, run, and scaled. From managing working capital and vendor relations to overseeing logistics and market expansion, his entrepreneurial exposure has armed him with invaluable insights into the financial and operational dynamics of running a successful business in India.
What makes him uniquely suited for his role at VRI Biz Assist is his sharp financial instinct combined with real-world industry experience. Having dealt with a wide spectrum of clients and stakeholders, he brings both the analytical discipline of a CA and the pragmatic intuition of a business owner.
His strength lies in his ability to perfectly understand client needs—whether it is capital preservation, strategic diversification, or long-term wealth growth—and craft highly customised portfolios rooted in precision, realism and foresight. His planning is not just theoretical but grounded in the day-to-day realities of cash flows, business cycles, and risk behavior.
Mayank Agarwal is known for his methodical thinking, deep client empathy and clarity in financial vision. At VRI Biz Assist, he plays a pivotal role in onboarding entrepreneurs, business families, and professionals, and guiding them on how to align their wealth with their ambitions. His experience across finance and enterprise makes him an indispensable part of the founding team—and a trusted advisor to clients looking to grow their net worth sustainably and strategically.
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