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Kelvin Sandhu

Kelvin sandhu

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location of Kelvin SandhuDelhi, India
Phone number of Kelvin SandhuView Mobile No.
Followers of Kelvin Sandhu112 followers

  • Timeline

  • Skills

    Equity research

  • About me

    ADDITIONAL POINTS : CFA (USA) LEVEL 1 CANDIDATE FOR JUNE 2015 Search Report, Status Report, Filing & Satisfaction Of Charge and other related works as are under;Registrar of Companies. Handling of Accounts over Tally ERP, finnacle, Busy. Filing of Return of Income: Individual, HUF, Company along with Sale Tax and VAT returns. Confident and Comfortable while holding meetings and discussions with Top level managers and Executives. Can handle any kind of Position with desired level of Competence. Also been part of an internal audit team. Strong Command over English language

  • Education

    • Moti lal nehru college

      2005 - 2008
      Bachelor of commerce (b.com.) honours accounting and finance

    • Guru harkrishan public school

      1992 - 2005
      12 th & 10 th grade

    • The institute of chartered accountants of india

      2007 - 2013
      Chartered accountancy

  • Experience

    • Genpact

      Feb 2015 - Mar 2016
      Treasury analyst

      Working for Voya financials as a Treasury Analyst handling cash management and working capital management.

    • Icon hotel apartments

      Feb 2017 - Jul 2017
      Front office manager

      Handling overall backoffice operations

    • Angel one

      Aug 2017 - Feb 2018
      Wealth management advisor

      Wealth management advisor mostly dealing with HNI customer base.

    • Motilal oswal financial services ltd

      Feb 2020 - Jun 2020
      Relationship manager wealth

      Helping client base with there overall portfolio management.

    • Motilal oswal financial services ltd

      Jul 2021 - May 2022
      Franchisee onboarding training

      Helping New Franchisees have a smooth onboarding experience with proper knowledge and guidance of various platforms and activities in place.

    • Ntt data north america

      Jun 2022 - Jun 2023
      Fund analyst

      Working for Various Hedge funds doing fund accounting activities such as Admin fees calculation, management fees reporting, Asset/ Position reconciliation & Cash Reconciliation and various other analytical activities. Running various broker reports. Handling of Accounts over Tally ERP, SAP etc Working on various platforms like Geneva, Investier, Investran, SAP etc. Working on pricing report and reconciliation. Working on PA package and FA package. Booking entries in Geneva, Investier etc. Show less

    • Indus valley partners

      Jun 2023 - now
      Fund accountant

  • Licenses & Certifications

    • Currency derivatives

      National institute of securities markets
      Jan 2015

    • Investment advisior

      National institute of securities markets
      Dec 2014

    • Financial modelling

      Edupristine

    • Mutual funds distributor

      Mutual funds sahi hai