Dhawal Jain

Vice President - Estate & Tax Planning and Global Mobility @ Centrum Wealth

About

Chartered Accountant and Law Graduate with over 15 years of experience exclusively in tax and regulatory advisory — bringing a 360-degree practice that spans tax litigation and appellate representation, assessments, cross-border structuring, FEMA, and estate and succession planning for high-net-worth and ultra-high-net-worth families. Having practised across all these areas, I understand how a structuring decision today can create a litigation risk tomorrow, how an estate plan needs to hold up under FEMA as much as under succession law, and how tax and regulatory considerations are rarely separable in the real world of family wealth. My career has been built across three institutions that shaped this practice — PricewaterhouseCoopers, where I worked on AIF structuring, offshore fund frameworks, and large-scale transaction advisory; Nuvama Wealth Management, where I led group-wide direct and indirect tax functions across multiple entities and jurisdictions including the UK, US, Singapore, and Mauritius; and Avendus Wealth Management, where I advised large Indian families on captive AIF structures, family settlements, and cross-border investment frameworks.

Country

India

City

Mumbai

Industry

Financial Services

Skill

FEMA, Estate Tax Planning, Financial Reporting, Financial Analysis, Auditing, Microsoft Office, Corporate Finance, Legal Research, Legal Advice, Drafting Correspondence, Legal Writing, Tax, Appeals, Corporate Law, Financial Accounting, VAT, Business Strategy, Private Equity, Strategic Planning, Corporate Governance

Experience

Vice President - Estate & Tax Planning and Global Mobility

Centrum Wealth

2026-6 - Present · 4 mos

Mumbai

At Centrum Wealth, I focus on helping clients secure their legacies and navigate the complexities of estate planning and global mobility. By structuring their affairs in a tax-efficient manner and ensuring compliance with FEMA regulations, I facilitate a seamless transition for future generations. My role also involves offering innovative solutions for clients looking to expand their horizons internationally.

Associate Vice President

Avendus

2024-5 - 2026-5 · 2 yrs 1 mo

Mumbai, Maharashtra, India

I am part of the Family Offices and Structuring Solutions team at Avendus Wealth Management

Chief Manager

Nuvama Group

2023-6 - 2024-4 · 11 mos

Mumbai, Maharashtra, India

I currently look after direct and indirect taxes for Nuvama Group including international tax for our offshore entities. I handle assessment, appeals, litigations, advisory as well as Fund side advisory.

Senior Manager

Nuvama Group

2021-9 - 2023-6 · 1 yr 10 mos

Mumbai, Maharashtra, India

I am currently looking after direct tax advisory and compliance for Nuvama Group. Scope of work includes looking after Alternative Investment Funds, NBFCs. Also looking after international tax compliances spread across five offshore jurisdictions.

Manager, Direct Tax

B K Khare & Co

2020-12 - 2021-8 · 9 mos

Mumbai

Looking after Direct Tax Advisory and Litigation practice

Assistant Manager

PwC India

2017-6 - 2020-11 · 3 yrs 6 mos

Mumbai, Maharashtra, India

Assistant Manager

B K Khare & Co

2016-4 - 2017-6 · 1 yr 3 mos

Mumbai Area, India

Currently handling Domestic Taxation, International Taxation, Withholding of taxes for foreign remittances, Transfer Pricing Study reports and assessment, Scrutiny Assessment and Appellate Matters. Dealing with FEMA during the course of income-tax advisory Also handling Indirect Taxes (Service Tax Advisory)

Senior Executive, Taxation

B K Khare & Co

2015-3 - 2016-4 · 1 yr 2 mos

Mumbai

Associate

Paras Rakesh & Associates

2010-9 - 2015-3 · 4 yrs 7 mos

Auditing: Statutory Audits, Tax Audits and VAT Audits Direct Taxes: Direct Tax Compliance and Certification, Scrutiny Matters, and Drafting Appeal Memos and Submission, Dealing with Tax Treaties viz. DTAA, Research related to Appellate Matters, FEMA related to ECBs.