​🔥If you are ready to take BOLDER BETS - JOIN US - 7th October, Mumbai BKC 

​No agenda. No panel. No presentations.

​Just an open, honest conversation about:

​How Tax & Advisory is Changing. Where Is the Next Big Opportunity?

​And because there’s no rigid agenda, you as a guest get to shape the conversation too.

​Q&A and fireside chat

​1. AI & The future of Professional Services

• ​What parts of tax, consulting and advisory will AI change first? What work will remain firmly human?

• ​How are Big 4 firms preparing for the AI shift?

• ​What becomes the new value of a tax/advisory professional when AI can provide answers instantly?

• ​Will clients pay for hours, or for insight, judgement and outcomes?

​2. The Advisory Firm of the Future

• ​Traditional tax advisory vs technology-led advisory models

• ​How are client expectations changing?

• ​Are mid-sized and boutique firms winning work that once went to the Big 4?

• ​Can specialist firms compete through technology, speed and expertise?

• ​What does the advisory career and firm of the future look like?

• ​What will clients continue to need external advisors for?

​3. The Managed Services Opportunity

• ​Are managed services becoming a bigger part of professional services?

• ​Which tax, finance and advisory services can be delivered from India to global clients?

• ​Where is this already happening US, Middle East, UK and other markets?

• ​Managed services vs traditional outsourcing...What is really different?

​4. Building, scaling & valuing

• ​Should firms invest heavily in AI and technology or consolidate through M&A?

• ​Are investors becoming more interested in tax and advisory businesses?

• ​What makes a professional-services firm attractive to investors / investable?

• ​What makes a firm more valuable: people, recurring revenue, technology, IP, clients or global reach?

​Meet our speakers

​CA Vishal Gada: Founder & CEO, Aurtus Consulting | Former Co-founder, Dhruva Advisors | Former Partner, KPMG

​Quit Dhruva, built Aurtus from scratch and grew it into a 70+ professional advisory firm across 5 locations.

​CA Mehul Jain: Partner, International Tax Services, PriceWaterhouse & Co.

​Made Partner in just 10 years at age 31.

​Well, yes he has a front-row view of how the Big Four and the Partner model are evolving.

​CA Jigar Doshi: Founding Partner, TMSL

​Jigar has spent more than 20 years looking at one question: What are the biggest pain points inside tax teams and how can technology solve them?

​At TMSL, he took a very different route from the traditional advisory model, using technology and managed services as a key differentiator.

​In 2026 it got acquired by InCorp Advisory (An Ascentium Company backed by PE).

​Today, TMSL has 97 professionals in India/Middle East and is part of Ascentium, which has 700 people in India and 4,500 globally.

​Who should attend?

​CA Firms

​Mid to Senior Accounting professionals

​Mid to Senior Tax professionals

​Legal advisors

​Consultants

​Auditors

​Mid to Senior Finance Professionals

​Event Details

​📍 BKC, Mumbai

​📅 7th October, Wednesday, 2026

​⏰ 6.15-8.30 PM IST

​Please note that this is a paid event.

​About: The Finance Story is a news and career insight platform dedicated to Finance Professionals and the Financial Services sector.

​The InnerCircle by The Finance Story hosts closed door meetups and discussions with industry experts.

​You can find out more about us at: www.thefinancestory.com

​Looking forward to joining us!!!

​Thank you