CA. Jitendra B Gopalakrishna
- Financial Strategist, Business Consultant & Wealth Advisor
25+ Years Fortune 100 Financial Leadership | $100M+ P&L Management Experience | 20+ Years in Capital Markets
Fellow Chartered Accountant with proven expertise in financial strategy, business process optimisation, enterprise scaling and capital markets. Harvard Business Review Executive Management Graduate with track record across ABB, IBM, HP, Capgemini, and DXC Technologies.
Followed by 2500+ Business Leaders and 15000+ Market Enthusiasts
Years Experience
20
+
$100M+
P&L Managed
Companies
Fortune
20
My Journey: From Corporate Comfort to Entrepreneurial Purpose
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Sometimes the most meaningful changes come not from seeking comfort,
but from following a deeper calling to serve others.
01
The Corporate Years: Building the Foundation
For over two decades, I lived what many would consider the dream corporate life. From the boardrooms of IBM to the strategic centers of HP, Capgemini, and DXC Technologies, I managed P&L centers worth over $100 million, worked with brilliant minds, and helped shape global business strategies. The Harvard Business Review Executive Management Program refined my thinking, and my FCA qualification gave me the technical foundation. But something was missing.
02
The Awakening: Seeing the Gap
The turning point came during a consultation with a struggling manufacturing business in Bangalore. Here was an entrepreneur with incredible product innovation, passionate about his craft, but drowning in financial chaos that no Fortune 100 company would ever tolerate. He needed the same systematic approach, the same strategic thinking, the same financial discipline I applied to billion-dollar operations – but it was completely inaccessible to him.
03
The Decision: Bridging Two Worlds
That night, I realized my true calling wasn’t to manage another corporate P&L center. It was to democratize the financial expertise I’d accumulated over 25 years. To take the systematic approaches, the strategic frameworks, the disciplined thinking from Fortune 100 companies and make them accessible to the entrepreneurs and SMEs who need them most. This wasn’t just a business decision – it was a mission.
04
The Birth of Purpose: Veridion and Trade2Transform
Veridion Finserv became my vehicle to bring enterprise-grade financial strategy to growing businesses. But I realized financial literacy was equally important. Trade2Transform emerged from my own systematic trading and investing approach – the same disciplined, risk-first methodology I used in corporate environments, now applied to capital markets education. Both ventures share the same DNA: taking elite business practices and making them accessible to everyone.
Today, every client interaction reminds me why I made this transition. When a manufacturing SME increases their margins by 40% using our systematic approach, or when a startup secures funding with investor-ready financial structures, or when a Trade2Transform student achieves consistent returns through disciplined trading and investing – these aren’t just business wins. They’re lives changed, dreams realized, and futures secured.
My Purpose & Passion: Making Excellence Accessible
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To bridge the gap between Fortune 100 financial expertise and the entrepreneurs who need it most,
empowering them to achieve growth and sustainable freedom
Excellence Should Be Accessible
The systematic approaches, disciplined thinking, and strategic frameworks that drive Fortune 100 success shouldn’t be limited to large corporations. Every entrepreneur deserves access to world-class financial guidance.
Knowledge Without Action Is Powerless
It’s not enough to share knowledge – it must be practical, implementable, and supported. This is why our services focus on execution alongside education, ensuring real transformation occurs.
Sustainable Growth Over Quick Fixes
True business success comes from building strong foundations, not chasing shortcuts. Whether in financial management or trading education, we focus on creating lasting, sustainable improvements.
Personal Wealth Follows Business Discipline
The same systematic thinking that creates successful businesses creates successful investors. This is why Trade2Transform applies corporate-level discipline to personal wealth creation.
My Vision
To create a generation of Indian entrepreneurs and investors who operate with the same financial discipline and strategic thinking as global corporate leaders, democratizing access to excellence and creating sustainable wealth and business success across the country.
The Legacy I’m Building
To create a ripple effect where every SME in India has access to Fortune 100-quality financial guidance, and every individual has the knowledge and discipline to build sustainable wealth.
1,000
Transform SMEs
Help 1,000 small and medium enterprises implement systematic financial practices and achieve sustainable growth.
18 businesses transformed so far.
50,000
Educate Traders & Investors
Train 50,000 individuals in systematic, disciplined trading approaches through Trade2Transform.
3,400+ students educated to date.
1M
Create Financial Literacy
Make financial education accessible through free content, reaching 1 million people across India.
20K YouTube views, growing rapidly.
Personal Mission
Every interaction, every consultation, every video I create is a step toward democratizing financial excellence. When I see a client’s business flourish or a student achieve consistent trading and investing success, I know I’m fulfilling my purpose: taking the privilege of Fortune 100 expertise and making it available to everyone who needs it.
Qualifications & Certifications
Professional Qualification
Fellow Chartered Accountant (FCA)
Institute of Chartered Accountants of India
Executive Education
Executive Management Program
Harvard Business Review
Investment Certification
NISM-Certified Research Analyst and Investment Advisor
National Institute of Securities Markets
Executive Program
Algorithmic Trading - EPAT
QuantInsti Quantitative Learning Pvt Ltd
Executive Program
Business Coach and Mentor
Capgemini University
Professional Track Record
25+ Years
Global finance and consulting experience across Fortune 100 companies
$100M+
Profit center management and business operations oversight
Multiple Industries
Technology, manufacturing, consulting, and financial services expertise
Global Operations
Cross-geography business management and strategic implementation
20+ Years
Capital Markets Trading, Investing and Education
Fortune 100 Experience
IBM
HPE
Capgemini
DXC Technologies
ABB
Core Competencies & Technical Expertise
Financial Strategy & Analysis
- P&L Management (up to $100M)
- Financial Planning & Forecasting
- Business Valuation & Modeling
- Risk Assessment & Management
- Cash Flow Optimization
- Capital Structure Planning
Business Process & Operations
- Process Re-engineering
- Financial Controls Implementation
- ERP Systems Integration
- Operational Efficiency Optimization
- Cost Management Strategies
- Performance KPI Development
Capital Markets & Investment
- NISM-Certified Research Analyst and Investment Advisor
- Investment Advisory Services
- Portfolio Management
- Derivatives Trading
- Risk Management Frameworks
- Market Analysis & Strategy
Corporate Advisory
- Business Structuring
- Merger & Acquisition Support
- Due Diligence Leadership
- Investor Readiness
- Compliance Management
- Strategic Planning
Latest Publications
BUSINESS STRATEGY
The Hidden Cost of Unstructured Financial Operations in Manufacturing SMEs
How manufacturing companies lose 15–20% of potential margins through invisible operational leaks and what systematic approaches can recover these losses.
October 2025
8 min read
INVESTMENT STRATEGY
Systematic Trading in Volatile Markets: A Risk-First Approach
Professional trading methodologies adapted from institutional strategies for individual investors seeking consistent returns in uncertain markets.
September 2025
12 min read
FINANCIAL MANAGEMENT
CFO-Level Financial Controls for Growing Businesses
Implementing enterprise-grade financial systems in SMEs: A practical framework for scaling without losing operational control.
September 2025
10 min read
STARTUP STRATEGY
Startup Financial Structuring: Investor Readiness Framework
Essential financial architecture and documentation required for successful fundraising, based on Fortune 100 best practices.
August 2025
15 min read
Free Resources & Educational Content
EXCEL TEMPLATE
SME Financial Health Checklist
25-point assessment to identify financial optimization opportunities
EXCEL TEMPLATE
Stock Fair Valuation Calculator
Excel tool for calculating the Fair Valuation of a Stock
EXCEL MODEL
Startup Financial Planning Template
Complete financial model template for early-stage companies
Unlock Premium Resources
Follow us on LinkedIn for access to exclusive templates, case studies, and industry reports.
Professional Services
Veridion Finserv
Fortune 100 Financial Expertise for SMEs and Entrepreneurs
Virtual CFO Services
Fortune 100 Financial Expertise for SMEs and Entrepreneurs
- Monthly financial reporting and analysis
- Strategic planning and budgeting
- Cash flow management and optimization
- KPI development and performance monitoring
- Board presentation and investor relations
- Risk assessment and mitigation strategies
Ideal for: Growing businesses (₹1M–50M revenue)
Starting ₹25,000/month
Business Structuring & Setup
Optimal legal and financial architecture for new ventures
- Entity selection and incorporation
- Tax-efficient structure design
- Compliance framework setup
- Banking and financial systems
- Investor-ready documentation
- Intellectual property protection
Ideal for: Startups and new business ventures
₹50,000–150,000 (one-time)
Financial Planning & Analysis
Data-driven insights for strategic decision making
- Comprehensive financial modeling
- Scenario planning and forecasting
- Profitability analysis by segment
- Investment evaluation and ROI analysis
- Working capital optimization
- Cost structure analysis and optimization
Ideal for: Established businesses seeking optimization
₹15,000–40,000/month
FAQ’S
Frequently Asked Questions
What does Veridion's Financial Consulting service include for businesses and individuals?
Our financial consulting across spans strategic planning, capital structuring, budgeting, cash flow management, and process improvement. For individuals, it includes personal financial planning, goal-based advisory, and investment structuring to align your money with your life goals.
How is your Tax Advisory different from regular tax filing services?
Our Tax Advisory goes beyond return filing. We offer strategic tax planning, risk minimization, and compliance support across direct and indirect taxes (Income Tax, GST, TDS, etc.) to optimize your tax position and ensure long-term efficiency.
Can Veridion help with startup formation and early-stage business structuring?
Yes. Our Startup Consulting services include legal entity selection, business model validation, incubation support, registration, and scalable finance systems setup giving your startup a solid foundation.
What is Structured Investment Advisory and how is it different from regular investing?
Structured Investment Advisory focuses on personalized investment strategies using equities, debt instruments, SIPs, and SWPs tailored to your risk profile, financial goals, and liquidity needs ensuring diversification and discipline.
How does Outsourced Financial Controllership benefit a growing business?
You get access to senior financial expertise without the cost of a full-time CFO. We handle budgeting, MIS reporting, compliance, cash flow planning, and financial forecasting helping you scale smartly.
What’s included in your Bookkeeping & Accounting Services?
We offer complete bookkeeping, process-specific accounting, reconciliations, payroll processing, GST returns, and management reporting customized for your industry and growth stage.
Can you assist with Family and Estate Planning?
Absolutely. We provide structured estate planning, succession strategies, family investment planning, and wealth transfer solutions that protect legacy and minimize tax exposure ensuring intergenerational clarity.
What is your approach to Controls & Compliance Consulting?
We assess internal controls, implement risk management systems, and help ensure adherence to statutory requirements (including SOX, audits, and tax laws) safeguarding your operations from financial and legal exposure.
How do your Personal Financial Planning services support working professionals or business owners?
We map out your current financial landscape, set short- and long-term goals, build investment and insurance strategies, and create a retirement roadmap. Our goal: financial freedom with clarity and confidence.
What role does Veridion play as a Sharekhan Business Partner in Stock Broking?
As an authorized Sharekhan partner, we offer access to professional trading platforms, research-backed recommendations, and personalized equity & derivative trading support backed by our in-house expertise in capital markets.
Have a specific question about your business situation?
Get Strategic Financial Guidance
Ready to optimize your financial operations and accelerate business growth? Connect with proven expertise that delivers measurable results.
- Email: info@veridionfinserv.com
- Phone: +91 9741565202
- Location: Bangalore, Karnataka, India
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Services: veridionfinserv.com | Trade2Transform program
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