September 21, 2023
The firm works from Mumbai and offers its clients a full scope of administrations in the fields of Tax, Audit, Advisory & Finance.
The organizations way to deal with administration conveyance assists with offering some incentive added administrations to its clients.
Enthusiastically for accuracy and a pledge to greatness, Jyotika has set up a good foundation for herself as a regarded proficient in the monetary scene.
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Meet our Founder
13 Years of Experience in Financial & taxation
Meet our founder, Jyotika Nalavade, a seasoned Chartered Accountant with an impressive 13-year journey in the field of finance and taxation. With a passion for precision and a commitment to excellence, Jyotika has established herself as a respected professional in the financial landscape.
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Testimonials
Nishka JoshiSIP investment planning with Chartered Accountant Jyotika Nalavade – Rai has been an absolute game-changer for me. Her expertise and guidance have ensured that my investments align perfectly with my financial goals. Under her professional guidance, I’ve seen my wealth grow steadily over time, thanks to the power of systematic and disciplined investments. Jyotika’s personalized approach and in-depth knowledge have instilled confidence in my investment decisions. I highly recommend Jyotika Nalavade – Rai for anyone seeking a trusted advisor in SIP investment planning. Her dedication to achieving financial success is truly commendable, and I’m grateful for the financial security and peace of mind she has provided.
- Dilip AathlyeSelf employed
Jyotika has made my finances and tax so easy. Filing income tax returns with tax planning has helped me a lot ! She is goes an extra mile in ensuring that her clients get the best when it comes to investments and tax planning.
- Pushkaraj AathlyeAsst Manager with a Pvt firm
Jyotika is highly talented, dedicated and trustworthy professional. She possesses a deep knowledge of investment products and tax and has helped me set clear financial goals and work towards achieving them. I wish her luck for her future endeavours.
- Shikha Ghosh
Seven years back I was introduced to Jyotika and Wealth & Beyond by the sister of my very close friend for my tax work. Since the first association and over the years I have come to know Jyotika, and admire her work and ethics. Wealth & Beyond handles my tax matter, provides financial planning services, and takes care of my insurance work in a timely manner and I am extremely happy. Wealth & beyond Team are professional and genuinely very helpful. Thank you.
- Swapna Padte
Dear Jyotika, Really appreciate Wealth and Beyond team for their professional approach, valuable insights and customized tax compliance I extend my best wishes and success to your team and am sure you will reach new heights in your journey of Financial planning.
- Vedika Sawant
I am extremely pleased with the exceptional services provided by our CA Jyotika . Her expertise, attention to detail, and dedication to ensuring our financial matters are in order have been invaluable to my family. She has not only saved us money but also provided valuable insights that have helped us make informed financial decisions. I highly recommend her services to anyone in need of a reliable and knowledgeable charter accountant.
Testimonials
SIP investment planning with Chartered Accountant Jyotika Nalavade – Rai has been an absolute game-changer for me. Her expertise and guidance have ensured that my investments align perfectly with my financial goals. Under her professional guidance, I’ve seen my wealth grow steadily over time, thanks to the power of systematic and disciplined investments. Jyotika’s personalised approach and in-depth knowledge have instilled confidence in my investment decisions. I highly recommend Jyotika Nalavade – Rai for anyone seeking a trusted advisor in SIP investment planning. Her dedication to achieving financial success is truly commendable, and I’m grateful for the financial security and peace of mind she has provided.Nishka Joshi
Jyotika is highly talented, dedicated and trustworthy professional. She possesses a deep knowledge of investment products and tax and has helped me set clear financial goals and work towards achieving them. I wish her luck for her future endeavours.Pushkaraj AathlyeAsst Manager with a Pvt firm
Seven years back I was introduced to Jyotika and Wealth & Beyond by the sister of my very close friend for my tax work. Since the first association and over the years I have come to know Jyotika, and admire her work and ethics. Wealth & Beyond handles my tax matter, provides financial planning services, and takes care of my insurance work in a timely manner and I am extremely happy. Wealth & beyond Team are professional and genuinely very helpful. Thank you.Shikha Ghosh
Jyotika has made my finances and tax so easy. Filing income tax returns with tax planning has helped me a lot ! She is goes an extra mile in ensuring that her clients get the best when it comes to investments and tax planning.Dilip AathlyeSelf employed
Dear Jyotika, Really appreciate Wealth and Beyond team for their professional approach, valuable insights and customized tax compliance I extend my best wishes and success to your team and am sure you will reach new heights in your journey of Financial planning.Swapna PadteSelf employed
I am extremely pleased with the exceptional services provided by our CA Jyotika . Her expertise, attention to detail, and dedication to ensuring our financial matters are in order have been invaluable to my family. She has not only saved us money but also provided valuable insights that have helped us make informed financial decisions. I highly recommend her services to anyone in need of a reliable and knowledgeable charter accountant.Vedika SawantSelf employed
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September 21, 2023
September 21, 2023