About Us

Oak Financial and Management Consultant is a leading consulting firm specialized in financial services in Business processes, Financial Planning, Assessing Financial Performance, Business case-study, Accounting and Financial support in every industry, Especially professional services such as Retail, Transportation, Manufacturing and the IT industry.

We as your financial and business consultants take pride in providing you with our strategic financial plans which come with a continuous analysis of your business nature and your operating market. We help you in cutting down your maximum operational cost resulting in better business decisions.

Expert Financial Modeling Services

How we help to improve your organizational needs

Assists Growth

We review or re-review financial statements and other non-financial documents to provide the best analysis and KPI for the understanding of your business needs. Therefore, we provide company worth, forecasting and projections for raising capital which help for rapid growth.

Control Cost

Through budgeting, Cost Analysis and Unit economics analysis, we provide the client with a deep analytical insight into their cost control matters helping them to manage easily and effectively with our budget reports.

Reduce Risk

We reduce the risk of our client in business by providing an audit of their existing financial model and provide them with an in-depth financial analysis report.

Oak Business Consultant Deep Roots & Strong Branches

Our Mission

Our mission is to be the industrial leader and pioneer in our business domain. Which comes after a deep analysis of the market situation and ever-changing business trends. We believe that financial and business consultancy requires a complete understanding of the continuous evolving changes in the economy and market and its effects on business.

Our Core Values

Our business motto is derived from the fact that High Quality surpasses Quantitative work and with that in mind we strive for a disciplined approach to analyze business situations and identify effective solutions to achieve financial plans. Simultaneously helping in opening new doors by providing our state of the art financial services and smart management tools.

Our Vision

Our Vision is to gain an honest & trusted reputation as the best Financial & Management Service Consultants by providing top-notch services and to create goodwill based on our exceptional proven performance.


Oak Financial Model is a combination of financial and data analytics. For this, we have the most brilliant minds & strong mathematical skills in place for financial analysis, accountancy, management performance indicators and providing this data into the dashboard for clients.

Meet the Oak Business Consultant Team

Abbas Sarfraz Sheikh


Sadaf Abbas


Wania Shoaib


Syeda Fakeha Saleem

Business Analyst

Natasha Ladhani


Samavia Haroon

Project Manager

Abrar Qasim

Financial Analyst

Tehami Ahmed


Mehvish Abdani

Video Editor & VA

Muhammad Yasir

Business & Financial Analyst (Trainee)

Voices of Victory: Client Testimonials of Triumph