About Us

A dedicated team of finance professionals, including Chartered Accountants (CAs-ICAI) and Certified Financial Planners (CFPs), committed to helping individuals and businesses navigate their financial journeys.

With expertise in taxation, bookkeeping, accounting, business advisory, risk management, financial modeling, and personal finance, we offer tailored solutions that drive growth, efficiency, and financial success. Our focus is on providing personalized, trusted advice that empowers you to make confident, informed decisions for your future.

Our Core Values

We uphold the highest standards of honesty and transparency in all our dealings

We deliver top-quality financial solutions with precision and expertise.

We prioritize our clients’ needs, providing personalized services and guidance.

We embrace new ideas and technology to continually improve our services and drive results.

Our Team

CA Karan Malhotra, FMVA– Formerly with Mazars, Karan is a seasoned Chartered Accountant and FMVA with extensive expertise in Audit & Assurance, Tax Planning & Compliance, and Accounting & Bookkeeping services. Committed to delivering high-quality financial services, ensuring compliance, and helping clients achieve their business objectives with strategic insights and effective financial management.

CA Ishaan Sanjeev Bhasin, FMVA– With a strong background at BDO, Ishaan is a Chartered Accountant and FMVA who specializes in financial services, business consultancy, accounting, and taxation, offering strategic insights for business growth and efficiency.

Agam Marwah, CFP– As a Certified Financial Planner, Agam brings expertise in comprehensive financial planning, including retirement planning, tax strategies, and risk management. His approach is centered on helping clients achieve financial clarity and security through customized strategies that meet their unique goals and challenges.

Have a Financial Challenge you need help with?

Whether it’s managing taxes, optimizing cash flow, or planning for the future, our team is here to provide expert guidance and solutions tailored to your unique financial challenges. Let us help you overcome obstacles and achieve your financial goals with confidence.

Connect with Us

Let us together build a flourishing business

By leveraging our extensive financial expertise and your unique business vision, we’ll work together to develop strategies that drive growth and efficiency. From optimizing financial processes to managing risks, our goal is to provide the support and guidance needed to help your business thrive in the long term. Let’s build a strong foundation for sustained success, ensuring that every decision contributes to your business’s flourishing future.