Welcome to Finance Box

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About Us

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Get to know Us!!

Finance Box is a team of Professional Chartered Accountants, as a Financial Advisors and Tax Consultants in Mumbai, India.

Our firm represents a coalition of specialized skills that is geared to offer sound financial solutions and advices. The organization is a congregation of professionally qualified and experienced persons who are committed to add value and optimize the benefits accruing to clients.

At Finance Box, our core objective is to create confidence and trust with the client in the economic realm, to deliver the best quality of services, when it comes to Audits, Taxation, Financing, Insurance and Wealth Advisory.

Our Services

We offer various Financial services under one roof.

Taxation and Return Fillings

(Let Compliance be your friend !!!)

Taxes can eat into your annual earnings. To counter this, tax planning is a legitimate way of reducing the tax liabilities and forms a focal part of financial planning. Our Goal is to perceive your needs and to achieve beyond your expectations. It’s our Firm Belief and Strong Commitment that we as a Qualified Consultants will surely help you in achieving the compliance with the following, but not limited to:

  • Income Tax Returns
  • GST Returns
  • TDS Returns
  • Employee Regulatory Returns
  • Tax Audit Services

    •

    Accounting and Statutory Compliance

    (The Tickmark is worthy !!!)

    A single window Professional Service firm focusing on providing high quality services that one needs from a business advisory organization. We are here to ensure that we have the perfect understanding of your Entity, providing an approach that builds upon your strength and Potential Future growth. We aim to provide excellent professional support to our clients in the below domains:

  • Bookkeeping
  • Accounts Finalisation
  • Companies and LLP Formation
  • Statutory Audit services
  • Annual Returns - MCA

    •

    Financial Advisory and Projections

    (Money Magnitizes Money !!!)

    We aspire to be the Preferred destination for the widest range of financial products including all varities of Loans and Insurance. Our guiding principal is a reflection of our commitment towards ensuring the most hassle-free experience in procuring a loan and Insurance. With 500 Lakhs+ of Insurance and a tie-up’s with more than 58 Banks and NBFC’s, our services extending to Horizontal verticals as:

  • Assistance in procuring Loans
  • Financial Advisory services
  • Projections
  • Term and Health Insurance
  • Related Certifications

    •

    Insurance and Wealth Advisory

    (It's time to invest, not to save !!!)

    We are heading to a future that seems even more uncertain. This is where your Investments and Assets helps you to build a wealth that lasts for generations. We assure you that management of your investible surplus is convenient when you Partner with Finance_Box.With Rs. 100 Lakhs+ of AUM, we at a finance box will not be confined to the Traditional modes of Investment, but will extend to:

  • Mutual Funds
  • Corporate and Government Bonds
  • Sovereign Gold Bonds
  • Distributors of Smallcase
  • Unlisted Shares

    • Our Foresight

    Vision & Mission

    Our vision is to be the most highly respected and trusted Professional Accounting, Advisory and Audit Firm, where each client comes with a firm belief that his interests will be taken care of by a team who treats his problems as their own and find solutions which best suits his interest.
    Our mission is to provide businesses, entrepreneurs and individuals with the highest quality of Accounting, Auditing, Tax planning, Financial, Insurance and Wealth Advisory services. The core focus is to be on delivering the service in a timely, efficient and innovative manner by a professionals to serve the best interest of the client

    Our Team

    Together we define the firm

    CA Hitesh Bhatia

    Co-Founder

    Hitesh Bhatia is the Co-founder of the Finance_Box and is a Chartered Accountant by Profession. With over 3 years of experience in the Financial Services Sector and 5+ years of experience in the domain of Audits and Taxation, he has worked very closely with Big Giant Audit Firms which includes Deloitte, Grant Thornton. He has a significant experience in advising clients on tax planning, regulatory issues, Financial and Wealth advisory.

    CA Vishal Bhatia

    Co-Founder

    Vishal Bhatia is a Chartered Accountant by Profession and is also the Co-founder of the Finance Box. He has a rich experience of more than 6 years in Accounting including experience of more than 4 years in NBFC Sector. He has served various NBFC’s which includes L&T Financial Holdings, Fullerton India.

    Reach Us

    We are just a click away from you

    A-125, Regency Plaza, Shanti Nagar,
    Near Valdhuni Bridge, Kalyan Ambernath Road, 421003.

    financebox04@gmail.com

    +91-7385166677