Finance that moves with your ambition.
Beach Financial Services delivers financing, advisory and investment solutions — combining three decades of trust with a modern, client-first approach.
- 1993
- Established
- 30+
- Years of trust
- ₹3 Cr
- Paid-up capital
- 100%
- ACTIVE compliant
Portfolio overview
Updated just now
Assets under advisory · last 8 quarters
Active facilities
1,240+
Advisory mandates
₹3 Cr capital
A full spectrum of financial services
From lending and advisory to investments and personal finance — under one trusted roof.
Financing & Lending
Advance, deposit and lend against securities and property on terms tailored to each borrower.
- Loans against shares, bonds & debentures
- Secured & unsecured advances
- Margin funding for clients
Financial Advisory
Act as financial consultants and advisers across the full spectrum of finance and investment.
- Investment strategy & planning
- Corporate finance advisory
- Cash & treasury management
Investment Services
Conduct financial transactions and operate brokerage and cash management accounts.
- Brokerage accounts
- Portfolio structuring
- Securities transactions
Personal Finance
A complete range of personal financing services for individuals and families.
- Personal credit solutions
- Goal-based planning
- Dedicated relationship support
Property Investment
Acquire and manage land and property for investment, with end-to-end stewardship.
- Investment-grade acquisitions
- Asset improvement
- Long-term value management
Guarantees & Credit Lines
Stand as guarantor and extend credit lines to qualified persons and companies.
- Guarantor facilities
- Open margin accounts
- Flexible credit terms
Three decades of disciplined finance
Established in 1993, we pair institutional rigour with the responsiveness of a boutique firm.
Trust & compliance first
ACTIVE-compliant with a transparent, RBI-aligned grievance redressal mechanism.
Tailored, not templated
Financing and advisory structured around each client’s goals and risk appetite.
Experienced stewardship
A board with deep credit, advisory and governance expertise guiding every mandate.
Our approach
-
01
Understand
We listen first — mapping your objectives, constraints and timelines.
-
02
Structure
We design the right mix of financing, advisory or investment solutions.
-
03
Steward
We stay close — monitoring, reporting and adapting as conditions change.
Guided by a seasoned board
Directors with a combined legacy in credit, advisory and corporate governance.
Sandesh Kumar Jain
Director
A founding pillar of the board with over fifteen years guiding the firm’s lending and credit strategy.
Anil Kumar Singhal
Director
Leads financial advisory and client relationships, overseeing investment and brokerage services.
Ram Kumar Solanki
Director
Drives compliance, governance and the firm’s expansion into structured investment products.