Sonia Nagpal Minocha CPA - CEO & Founder
(Bsc (Hons), MBA - Finance, Ex Deputy Vice President & NRI Head, Delhi & NCR, Indusind Bank, CEO & Founder - Tax Insight)
Sonia has over 25 years of rich banking and financial advisory experience with specialization in managing NRI banking, wealth management, client Relationship management and investment advisory. She has excelled in strategy making, implementation along with strong analytical and problem solving abilities. Before being a part of tax Insight, Sonia has worked with leading banks like ICICI, ABN AMRO ( now RBS) and Indusind Bank. She initiated the NRI channel in Indusind Bank for the Delhi region and successfully took it to new heights in over 5 years. After starting her banking career with ICICI Bank, Sonia headed services in ABN AMRO Bank (now RBS) HNI ( VGPB ) Banking, finally took a position of Service Project Lead, PAN India, Corporate Office.
She later joined Indusind Bank as Branch Head and within a year given bigger opportunities to Head NRI Services for North 1 for over 5 years. Sonia graduated from Sri Venkateswara College, Delhi University in 2000 and subsequently did her post graduation in Marketing and Finance from Institute of Management Technology, Ghaziabad. She was awarded with CPA Australia designation under Executive Leadership Pathway after clearing the exam Global Stategy and Leadership in 2026.
Professional
Recognition and Executive Standing
Top
Finance Leader — World Auto Forum 2026.
Best Trainer / Facilitator Award —
IndusInd Bank.
5/5 Compliance Rating as Branch Head —
IndusInd Bank.
Best NR Business Head — Insurance
Sales, IndusInd Bank; award presented by Sachin Tendulkar.
Australian
Business Mission and Senior Leadership Delegation
She received an invitation to participate in an Australian business mission
and leadership delegation through the Indo-Australian Chambers of Commerce /
AustCham India. The programme is only for senior business leaders and provides
engagement with businesses and diplomatic representatives across Australia.
Independent
Professional Recommendation
She has received
a letter of recommendation from a World Bank economist, offering
independent recognition of my professional experience and leadership
capabilities .
Engagements with Austrade and the
Australian High Commission
I have been invited to professional engagements associated with Austrade,
including the “Women – Change Makers of Tomorrow” initiative, and to
participate in a celebratory event hosted by the Australian High Commission.
Guest Speaker & Mentor, CPA
Australia: Invited to conduct a guidance session for mid-to-executive-level
Chartered Accountants on navigating the Global Strategy and Leadership capstone
exam, leveraging firsthand insights from completing the paper in 2026.
CA Jatin Minocha
CA Jatin Minocha ( Bcom (Hons), MBA - Finance. FCA, ASA CPA Australia )
Jatin Minocha is a professional Chartered accountant bringing with him more than 24 years of accounting and consulting experience with him. He has successfully devised and rendered professional services in innovative areas of:
- Designing systems with focus on Internal-controls and effective MIS reporting.
- Advising on Foreign Exchange Risk Management.
- Acting as a Business consultant; conceptualization as well as implementation.
- Costing Analysis and Product Strategy.
- Involved with, product group restructuring and spin-off of units for various companies.
- Producing well thought out Profit/Loss and Cash Flow forecasts together with projected balance sheets and sensitivity analysis.
After completing Bcom Hons from Hansraj College in 1998, Delhi University , he passed out Chartered Accountancy in the year 2002 from Institute of Chartered Accountants of India , ICAI and simultaneously completed his MBA Finance from AIMA in 2001. He also worked in a leading multinational Company Samsung Electronics India & Information Telecommunication Limited.
Our team members:
CSCA Rajesh Jindal CA Sachin CA Finalist Prashant Kumar Accounts Head Yogesh Sharma and Mr Shyam