About Us

Milind Pasari, CFA®, CPWA® CPA, CFP®, CA

“Try not to become a man of success, but rather try to become a man of value” -- Albert Einstein

Milind Pasari is the founder & Chief Investment Officer of Surya Capital, LLC. He has 20 plus years of diversified investment industry and business experience.

Background
Prior to starting Surya Capital, LLC in 2012, He practiced as a CPA where he provided tax compliance services to mutual funds, exchange traded funds, hedge funds, individuals & small businesses. Prior to his CPA practice, he was a tax director at PricewaterhouseCoopers. During his tenure at PricewaterhouseCoopers, he provided tax compliance & advisory services to mutual fund companies and hedge fund clients. He is well versed in all areas of investment industry.

Specialization
Milind focuses on holistic wealth management that combines investment management, tax planning, and estate planning, helping his clients build a strong financial future.

Clients Served
Milind works with affluent individuals and families, medical professionals and corporate executives, as well as retirees and those approaching retirement.

Credentials
Milind is a CFA charter holder, a licensed CPA; he holds CFP® and CPWA® designations, and a Chartered Accountant’s designation from India. He also has a Masters in taxation from Bentley College in Waltham, MA.

Community
Milind is a faculty at the UCLA Extension where he teaches various investment courses.

Personal
Milind enjoys travel, yoga, and going to the gym. He focuses on maintaining a healthy lifestyle.