Global Team
5+ locations
4 countries
2016
Strategic Advisory and Specialized Financial Services
Uphold Standards, Build Trust, Deliver Solutions & Act with Integrity
Integrity
We act transparently and ethically, always placing our clients’ interests first.
Accountability
We honor commitments, maintain ownership of outcomes, and consistently uphold quality standards.
Pursuit of Excellence
We believe excellence is an attitude—embedded in everything we do.
Passion
We are deeply committed to client success, professional growth, and service quality.
Mutual Respect
We foster respectful, collaborative relationships with clients, colleagues, and stakeholders.
Choosing The Right Advisor
Khurshand Bhathena
CPA, CA
Canada
Sachin Deora
MBA, CPA, CA
USA
Chintan Shah
CA, Audit GCC head
India
SEC Registered Investment Advisor
We help you achieve your vision and cultivate confidence and peace of mind across your financial journey.
Client Experiences That Speak for Themselves
“Manoenil’s hybrid delivery model was a game-changer for our complex audit project. Their senior leadership in Canada provided the strategic oversight we needed, while their execution centers in India delivered high-quality results ahead of schedule. They truly combine global reach with boutique-level attention to detail.”
Kate Smith
SWIRL – CEO & PRESIDENT
Client Experiences That Speak for Themselves
Financial Planning FAQs
Common questions on financial planning and investing
What should a financial plan include?
A solid financial plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your investment holdings. It should map out your expected income and expenses both before and after retirement, weigh the pros and cons of different retirement and investment account options, and outline strategies for retirement preparation, tax efficiency, charitable contributions, and safeguarding your assets through insurance.
On top of that, it should offer clear, actionable advice and steps to turn your goals into reality. To guide you toward the best decisions, a good plan will also lay out a variety of potential scenarios—plus some alternative ones—for you to consider.
Can you help me plan for retirement?
Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.
What is your investment philosophy?
We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.
Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.
We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.
Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.
Will I have a dedicated advisor?
Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.
