About Us

 

Our Story

Beekay Taxation & Investment LLP (erstwhile Beekay Associates) was conceived as a vision to assist High Net Worth Individuals and Defence personnel and their families, in the management of their personal finance through need-based solutions. Founded by a group of experienced Finance professionals, Beekay Taxation & Investment LLP is a leading provider of Financial Planning, Investment Management, and Income Tax advisory services to HNIs and Defence personnel across the country. The company's mission is to help clients achieve their financial goals through customized solutions tailored to their unique needs and circumstances.

The single point objective is to provide trustworthy and responsible Investment and Tax solutions to clients by understanding their goals, risk tolerance, and investment preferences. The company offers a range of Investment solutions, including Mutual Funds, Fixed income, and alternative investments, and provides ongoing monitoring and rebalancing to ensure that clients' portfolios remain aligned with their objectives.

The Company's team of Tax experts stays up-to-date with the latest tax laws and regulations, and works closely with clients to develop customized tax plans that take into account their unique circumstances offering them solutions that help them save on taxes.

With a focus on serving the needs of Defence personnel, the company understands the unique financial challenges faced by members of the Armed Forces and their families, and offers specialized financial planning and investment solutions tailored to their needs.

With effective use of technology and customized approach, the company is well positioned to reach across demographics and geographies providing convenient and low cost process driven solutions to clients helping them achieve their financial goals and secure their financial future.


Founder

Wg Cdr BK Bhargava (late)
Wg Cdr BK Bhargava founded Beekay Associates in 1991 after retiring from the Accounts division of the Indian Air Force. With over 33 years of experience, his prime reason for founding this company was to extend trustworthy financial solutions to Defence personnel. Keeping the same ethos, today we are proud to be associated with more than 30,000 individuals who reach out to us for their Investments, wealth creation and tax planning, amongst many other personal finance requirements.



Partner

Anupama Bhargava
Anupama Bhargava, Certified Financial Planner and MBA is a Financial Strategist and Wealth planner. With over 17 years of experience, she is well positioned to provide complete financial solutions that help individuals create and manage wealth through responsible Investing and Tax solutions. A speaker at leading business schools and corporate houses, she has more than 600 investor awareness workshops to her credit. With constant perseverance, she has helped the company evolve and be future ready while keeping the ethos intact.



Research & Analysis

Brig Akhelesh Bhargava(Retd)
Brig Akhelesh Bhargava(Retd) is an MBA with over 5 years of experience in the field of Financial Advisory. An AAD officer with over 35 years of experience in the Indian Army, he understands the unique needs of the Armed Forces Personnel and is well positioned to offer special wealth creation solutions to suit their needs. He is the Research head at the Company.