About DUGAIN Advisors
Integrated. Insightful. Impact-Driven.
Dugain Advisors is a corporate advisory firm focused on supporting VC-funded, founder-led, and high-growth companies in establishing strong legal, compliance, and governance foundations. We work closely with emerging enterprises across the innovation ecosystem, enabling them to navigate regulatory requirements, manage capital events, and execute transactions with structure and clarity. Our practice combines expertise across corporate law, secretarial compliance, fundraising documentation, and governance processes. With a delivery model built on precision and disciplined execution, we provide end-to-end support from early-stage structuring to complex transaction management and ongoing compliance continuity.


Meet Our Founder & CEO
Johnathan Reed
Johnathan Reed, Founder & CEO of WealthWise Advisors, has dedicated over 20 years to helping clients achieve their financial goals with confidence and peace of mind. With a vision to create a firm centered on integrity, personalized service, and long-term relationships, Johnathan founded WealthWise Advisors to provide clients with expert guidance that is as trustworthy as it is effective.
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Our vision
Principles That Drive Our Commitment to You
Our process begins by getting to know you—your aspirations, challenges, and what matters most. From there, we create a comprehensive plan designed to help you achieve lasting financial security and peace of mind. With ongoing support and regular reviews, we ensure your plan stays aligned with your changing needs and market conditions.
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Our Values
Principles That Drive Our Commitment to You
At Dugain Advisors, our work is guided by clarity, integrity and disciplined execution. We believe strong governance and regulatory rigour are fundamental to sustainable growth and investor confidence. Every engagement is approached with independence, confidentiality and a deep sense of responsibility, ensuring advice is practical, compliant and aligned with long-term outcomes. We value precision over volume, substance over form, and relationships built on trust rather than transactions delivering advisory that is consistent, reliable and outcome-focused at every stage of the business lifecycle.
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OUR STORY
Empowering your financial journey with clarity
Dugain Advisors was founded on the belief that growing businesses need an advisory partner that understands law, finance and compliance as an interconnected system, not as isolated functions. While most firms operate in silos, we recognised that founders, investors and growing companies require holistic, reliable advisory delivered through a unified approach. We therefore built a multidisciplinary team combining legal, financial, secretarial, valuation and governance expertise to provide end-to-end support across the business lifecycle from incorporation and fundraising to compliance, transactions, India entry and exits. Today, Dugain Advisors works with clients across India and global markets, executing complex mandates that demand precision, integrity and strategic depth.

Emily Carter, CPA
Tax & Estate Planning Specialist
Emily is a Certified Public Accountant (CPA) with over 12 years of expertise in tax planning and estate strategies. She works closely with clients to minimize tax liabilities and optimize their wealth transfer plans. Emily’s attention to detail and deep understanding of complex tax regulations ensure that clients’ financial plans are both efficient and compliant, leaving them prepared for the future.

Michael Thompson, MBA
Investment Manager
Michael brings a decade of experience in portfolio management and investment strategy. Armed with an MBA in Finance, he specializes in creating tailored investment plans that align with clients’ risk tolerance and long-term objectives. Michael’s in-depth market knowledge and focus on diversification help ensure that clients’ portfolios are built for both growth and resilience.

Sarah Jennings, CFP®
Senior Financial Advisor
With over 15 years of experience in financial planning, Sarah specializes in helping clients create customized strategies for wealth building and retirement. As a Certified Financial Planner (CFP®), she takes a holistic approach to financial well-being, focusing on tax-efficient strategies and long-term growth. Sarah’s passion for helping clients navigate life’s big financial decisions makes her a trusted partner in achieving their goals.
The Dugain Philosophy
Clarity creates confidence. Execution creates impact.
We bring both under one roof.
