Puneet Oberoi
Chairman – Jalandhar Branch (NIRC of ICAI) | Practising Chartered Accountant (27+ Yrs) | Business Valuation & Slump Sale Expert | AI-Driven CFO Services | Mentor & Public Speaker
- Role
- Managing Partner at Puneet Oberoi & Co
- Location
- Jalandhar, PB, IN
- LinkedIn followers
- 500 followers
About Puneet Oberoi
With over 27 years of professional experience, I am a Practising Chartered Accountant and Founder of Puneet Oberoi & Co, an RBI Category-1, CAG-empanelled, peer-reviewed firm serving clients across India.Currently, I have the honour of serving as Chairman of the Jalandhar Branch of NIRC of ICAI (2025-26), where I am driving initiatives for students, members, and the broader financial community – from national-level conferences and newsletters to fitness and financial literacy campaigns. What I Do • Business Valuations (DCF, NAV, and other methods) • Business Transfer Agreements & Slump Sale Structuring • Taxation, GST, FEMA & Compliance Advisory • AI-enabled Virtual CFO Services for SMEs & Startups Impact So Far • Executed multiple complex slump sale transactions on a going-concern basis • Assisted corporates in raising funds of ₹100+ crores through structured valuations • Led knowledge initiatives for ICAI members & students, including Aarohan Newsletter and NICASA student development programs What Drives Me • Integrating technology & AI into the CA profession • Mentoring young professionals and students to become future leaders • Creating financial literacy for the common man🤝 Let’s ConnectOpen to collaborations in valuations, mergers & acquisitions, AI-driven CFO solutions, and professional knowledge sharing.
Experience
Managing Partner
Mar 1998 — Present · Jalandhar, IN
Founder, Puneet Oberoi & Co.(POC) – Jalandhar | Jabalpur | Raipur | Hisar • Established a 27+ year legacy firm, RBI Category-1, CAG-empanelled & peer-reviewed. • Advised clients across India on Business Valuations, M&A, and Slump Sale Transactions. • Successfully executed business transfers worth ₹100+ crores through DCF, NAV & other methods. • Designed AI-driven Virtual CFO services for SMEs & startups to optimise compliance, cash flow, and growth. • Handled large-scale tax litigation, GST structuring, and FEMA compliances. • Led a 20+ member professional team with offices in multiple states, enabling nationwide delivery.
Education
Saint Joseph's Boys School, Jalandhar
Bachelor of Commerce (B.Com.) , FCA, DISA (ICAI), Accounting and Finance
The Institute of Chartered Accountants of India
FCA, DISA, GST Faculty, Certified Concurrent Auditor, Certified Forensic Auditor, Accounting
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