ICAI Reg. Firm #104829W
About Apex CA & Advisory

Pioneering Financial Integrity & Corporate Tax Leadership Since 2008

Registered with the Institute of Chartered Accountants of India (ICAI). We empower businesses and high-net-worth individuals with seamless tax compliance, rigorous auditing, and strategic financial direction.

Our Mission

To provide error-free, timely, and strategic chartered accounting services that maximize client wealth while guaranteeing 100% legal compliance.

Our Vision

To be India’s most trusted digital-first financial advisory firm, setting benchmarks in integrity, corporate governance, and tax innovation.

Our Core Values

Uncompromising ethics, absolute confidentiality, client-centric dedication, and continuous professional mastery of evolving tax laws.

Our Journey

Firm Growth Timeline

2008

Firm Founding

Established in New Delhi by CA Rajesh V. Iyer with focus on Direct Tax & Corporate Audit.

2014

Expansion to Mumbai & Bengaluru

Opened regional offices and expanded team to 30+ qualified accountants.

2017

GST National Taskforce

Appointed as corporate GST transition advisor for 200+ medium & large enterprises.

2021

Digital Client Portal Launch

Introduced 256-bit encrypted cloud document vault and automated tax filing status.

2026

5,000+ Active Clients Milestone

Recognized among Top Tier peer-reviewed CA firms with ISO 27001 data security certification.

Leadership

Meet Our Key Partners

CA Rajesh V. Iyer, FCA
22+ Years Practice

CA Rajesh V. Iyer, FCA

Senior Managing Partner

Fellow Chartered Accountant with extensive experience advising Fortune 500 companies, HNIs, and growth startups on complex tax structures.

CA Neha Agarwal, ACA
14+ Years Practice

CA Neha Agarwal, ACA

Partner - Indirect Tax Lead

Specialist in GST litigation, 2B ITC optimization, e-invoicing compliance, and central tax audit defense.

CA Amit Gupta, FCA
16+ Years Practice

CA Amit Gupta, FCA

Partner - Corporate & Valuation

Expert in corporate law, seed to Series B valuations, ESOP structuring, and Ministry of Corporate Affairs compliance.

CA Vikram Shah, ACA
11+ Years Practice

CA Vikram Shah, ACA

Head of Audit & Assurance

Leads our internal audit practice for manufacturing, retail chains, and IT firms ensuring strict compliance with ICAI standards.