A Multidisciplinary Team, Aligned with Your Financial Vision
At Indus Financial Planners, our strength lies in the depth and diversity of our team. From seasoned CPAs with advanced tax planning and compliance expertise to real estate specialists fluent in the intricacies of property investment and portfolio management, every professional
brings a unique edge to your financial strategy.
Our team includes:
- Tax Experts who navigate complex entity structures, optimize deductions, and represent clients through IRS audits with confidence
- Real Estate Advisors who deliver hands-on support for transactions and tax-efficient investment strategies
- Financial Analysts who decode market trends and provide actionable insights to guide long-term profitability
- Experts who ensure every financial move aligns with current legislation—minimizing risk and protecting your interests
Together, we deliver a holistic, forward-thinking approach designed to help you build, protect, and grow your wealth with clarity and confidence.
Sudhir Bagga, MBA, MS – Tax, CPA
Global Tax Strategist | Financial Advisor | Trusted CPA
Sudhir is a seasoned Certified Public Accountant (CPA) with over two decades of experience in tax strategy, financial planning, and business advisory services. Holding dual
master’s degrees—an MBA and an MS in Taxation—he blends deep technical expertise with strategic insight to deliver exceptional value to individuals, entrepreneurs, and closely held businesses.
Sudhir specializes in complex tax planning, compliance, and advisory for high-net-worth clients. His multidisciplinary approach enables him to uncover opportunities that reduce tax liabilities, enhance financial efficiency, and support long-term growth.
Known for his clarity, integrity, and client-first mindset, Sudhir believes in proactive planning
and personalized service. He takes the time to understand each client’s unique goals and crafts strategies that align with their vision for the future.
Whether you’re optimizing business finances, preparing for retirement, or navigating evolving tax laws, Sudhir brings the expertise, foresight, and commitment to help you succeed with confidence.
Email: sudhirbagga@indusfinancialplanners.com
Neetu Bagga
Head of Information Technology & Real Estate Strategist| Trusted Real Estate Advisor| Licensed Realtor
Neetu Bagga brings a rare dual mastery—blending deep real estate expertise with transformative technology leadership—to deliver fully integrated wealth-building solutions and tax-saving strategies.
As a licensed real estate professional, Neetu guides both commercial and residential investors through every phase of the property lifecycle. From portfolio acquisitions and Section 1031 like-kind exchanges to cost segregation studies and low-income housing tax credit projects, she ensures each transaction is optimized for tax efficiency, cash flow, and long-term equity growth.
At the helm of Indus Financial Planners’ technology operations, Neetu architects a secure, scalable IT ecosystem. She leads the design of cloud and on-premises infrastructure, implements robust cybersecurity protocols, and automates workflows to deliver seamless,
data-driven client experiences. Under her leadership, Indus maintains exceptional system uptime and uncompromising data integrity.
By bridging real estate, personal finance, and advanced technology, Neetu empowers clients to navigate complex markets with clarity and confidence—transforming challenges into strategic opportunities for lasting prosperity.
Email: neetubagga@indusfinancialplanners.com
FAQs
What services does Indus Financial Planners offer?
Comprehensive Tax & Financial Planning-Tailored to your goals, lifestyle, and long-term vision.
At Indus Financial Planners, we offer a full spectrum of services designed to help you grow,
protect, and preserve your wealth with confidence:
- Income & Retirement Planning-Sustainable income strategies to support your lifestyle through every stage of life and retirement.
- Tax-efficient investment strategies-Thoughtfully designed portfolios that maximize long-term growth while minimizing tax consequences.
- College and education planning-Smart, tax-efficient savings and funding strategies to prepare your family for future education costs.
- Risk and insurance analysis-Comprehensive evaluations to ensure your assets, income, and legacy are well protected.
- Estate & legacy planning-Structuring wealth transfer with clarity, compassion, and tax efficiency—so your legacy lives on.
- Business owner consulting -Strategic guidance for entrepreneurs on entity structuring, succession planning, and financial optimization.
Who is Sudhir Bagga?
Sudhir Bagga is the founder and principal of Indus Financial Planners, a licensed CPA with an
MBA and MS in Taxation. With over 25 years of experience in financial strategy and tax
planning, he helps clients achieve clarity, efficiency, and long-term success.
Are you a fiduciary?
Yes. We are fiduciaries, which means we are legally and ethically obligated to act in your best interest at all times, without conflict or bias
How do you charge for your services?
Transparent. Flexible. Aligned with your goals.
At Indus Financial Planners, we offer both fee-only and fee-based options—tailored to your
needs, goals, and level of engagement. Our pricing structures include:
- Flat-fee planning engagements-Comprehensive financial plans delivered for a fixed, upfront cost—ideal for clients seeking clarity and direction.
- Hourly consultations-Flexible, pay-as-you-go advice for specific planning questions or targeted financial needs.
- Tax Return Preparation For tax return engagements, we provide a clear estimate or fee range before beginning any work—so you know what to expect.
We are fully transparent about all costs before you engage our services—no surprises, no hidden fees. We proudly serve clients at every stage of their financial journey, and we’ll always agree on pricing (flat-fee or hourly) before any work begins
How do I get started?
Your journey toward financial clarity begins here.
Scheduling your no-obligation introductory consultation is easy. You can
- Book online through our website
- Call us directly to speak with a member of our team
What to Expect During Your Consultation?
During your no-obligation consultation, we’ll take the time to understand your financial goals,
answer your questions, and explore how our services can support your journey—whether you’re:
- A business owner seeking strategic tax and financial guidance
- Launching a new venture and need help with entity structuring or planning
- An employee looking to optimize your tax position and build long-term wealth
- Planning for retirement and want to ensure a secure, sustainable future
- Planning for retirement and want to ensure a secure, sustainable future
- File Tax Business, Individual Tax Returns
No matter where you are in your financial journey, we’re here to help you move forward with
clarity and confidence.
Do you offer virtual meetings?
Absolutely! We offer secure virtual meetings via Zoom or equivalent platforms, making it easy
to connect with clients both locally and across the U.S. This flexibility ensures:
- Location is never a barrier—whether you’re across town or across the country
- Convenient scheduling that fits your lifestyle and time zone
- Secure, private conversations using encrypted platforms
- Ongoing collaboration without the need for in-person visits
Whether you’re a busy professional, frequent traveler, or simply prefer the comfort of your
own space, virtual meetings allow us to stay connected and responsive to your needs.
Indus Financial Planners 