Take help of our people and count on our advice.

About Us

Take help of our people and count on our advice

Established in 2013 in New Delhi, Financial Beam has been involved in financial and business consulting services. With specializations in Taxation, Assurance & Advisory, we offer varied services to startups (across all growth stages), nascent and matured businesses, investors, special business enterprises, MNC’s and NPOs

 

Our expert team brings more than 100 years of combined experience across areas including:

  • Consulting on Direct / Indirect Tax Assessments and Reassessments
  • Assurance of Entities under Companies Act & Income Tax Act
  • Transactional and Tax Planning Advisory
  • Working Capital and/or Debt Financing
  • Business, Share and Net Worth Valuations Services

With a growing team of more than 15 qualified professionals and industry veterans, we work closely with our partner Banks for ROC-related services.

About Our Partners

Our core team builds long-term and trusted relationships with the customers and partners.

Jatin Jain, CA is a graduate from Delhi University. Before starting his own practice, he gained extensive experience with ICICI Bank working as a Risk Analyst. He specializes in Advisory & Consulting related to Income Tax, GST, and Working Capital, Debt Financing with deep expertise in Taxation, Audit, and Corporate Finance.

Karan Jain, CA is a graduate from Delhi University. He brings expansive knowledge across Direct and Indirect Taxation (Including search cases), Financial Planning, and Audit with great client testimonials for his Consulting & Advisory practice for Income Tax and GST cases.

Ajay Bansal, an MBA from IIM Calcutta and a Software Engineer from NSIT is an expert in Financial Planning, Business Consulting, and Marketing. His entrepreneurial mindset allows him to not just understand the needs of the growing startups but also tailor the solutions keeping in mind the Industry (B2B, B2C, D2C etc.) landscape and Go-To-Market Strategy.