One team. One approach to your wealth.
MyTimeEquity brings investment management, alternative investments, tax-aware strategies and financial planning together under one coordinated approach.
We are MyTimeEquity
We are a registered investment adviser (RIA) based in Plano, Texas. Our culture gives us the conviction to deliver sophisticated investment access, transparency, and long-term value creation for our clients.
With a client-first approach and deep investment expertise, we craft personalized portfolios that align with your financial goals. From wealth building to legacy planning, our team delivers transparent, accountable, and high-performing advisory across every stage of your financial journey.
Client-centric
We listen, act with purpose, and deliver solutions aligned to your long-term goals.
Integrity always
We act with transparency and discipline, guided by rigorous due diligence and accountability to always do what’s right for you.
Innovative thinking
Beyond 60/40: we blend technology, insight, and adaptive strategies to build resilient portfolios for today and tomorrow.
Institutional access
We tap into our long-standing relationships with investment managers to gain access to investment opportunities for you not typically available to individual investors.
The people behind the plan.
Leadership
Sudhir Pai
Founder & Managing Principal
CPA · FCA · CBDP
Sudhir Pai is a seasoned finance professional with more than 30 years of global experience across Finance, Tax, Accounting, Wealth Management, Real Estate, and Venture Investments.
As Managing Principal of MyTimeEquity, he oversees the firm’s wealth management and investment advisory activities. He is also Founder and Managing Partner of MyTimeEquityPE, a separate firm under common ownership that is not an investment adviser, where he leads private-market investment activities focused on tax-efficient strategies, alternative assets, and innovation-driven growth opportunities.
Sudhir also leads SuMaMonde Kapital and Alphatron Ventures, with investments spanning real estate, private markets, venture capital, and emerging growth opportunities.
Previously, he served as AVP & Head of Finance at Infosys Technologies. In 2008, he founded Global Value Add, Inc., doing business as MyTaxFiler and myStartUpCFO, and successfully exited these businesses between 2021 and 2022. He is also a member of the Forbes Finance Council.
Supriya Pai
Founder & Director Finance & Human Resources
Anoop Naik
Director & EVP - Operations
Bhavya Joshi
VP - Public Equities
Rahul Karthik
AVP - Private Equities
Romila Roshan
Head - Compliance
Khushbu Trivedi
AVP - Client Relations
Smita Garg
AVP - Retirement Planning
MyTimeEquity and MyTimeEquityPE are separate firms.
MyTimeEquity, LLC is a registered investment adviser. MTE Private Equity LLC (MTEPE) is an affiliate under common ownership engaged in private-market transactions, and it is not an investment adviser. Advisory services are offered only by MTE, only under a written advisory agreement, and never by MTEPE.
Start with a conversation.
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