
Timeline
About me
CFA level 1 (Pursuing) || CA Inter Group 1 Cleared || NISM certification of Mutual Fund Distributor || Fund Accountant || Financial Modelling || Investment Banking
Education

Cfa institute
2024 -Cfa level 1 candidate
Institute of chartered accountants of india
2012 - 2021Ca ipcc group 1 accounting and finance
University of mumbai
2013 - 2016Bachelor of commerce - bcom accounting and finance gpa: 5.32
Experience

P g kakade & co. chartered accountant firm
Sept 2014 - Sept 2018Article assistant1. Preparation of Income Tax Returns for Individuals, Firms and Companies andPayment of Taxes.2. Preparation of TDS, CA Certificate and Form 15CA/CB forms and Filing onIncome Tax Website.3. Accounting and Generating Financials in Tally4. Assisted the Partner for Tax Audit and Audit Reports of Individual5. Assisted in Finalization of Accounts for Companies.6. Assisted in reply for the Notices received by an Individual and visiting theDepartment for submission of documents.7. Assisted in MCA related compliance for Incorporation , Preparation andAlteration of MOA and AOA, KYC Update of Directors and generating DSC ofDirectors.8. Keeping the Accounts of the Firm and maintaining the Banking and CashCollection of the Firm9. Performing Statutory Audit which includes Vouching and Verification ofAssertions and Opening Balances.10. Done GST registration for Individuals and Companies and Filed GSTR-3B forIndividual Clients and Payment of Tax for Clients11. Worked in the Tax Software: WINMAN Show less

Npk & co. llp. chartered accountant firm (formerly known as pg kakade and co, ca firm)
Dec 2018 - Oct 2020Accounts and tax executive1. Keeping the Track of the schedule of the Partner, Attending various Meetingsand keeping a note of the Assignment mentioned in the meeting and allottingto responsible staff. Taking update of the work from Staff and providing thedetails to the Partner2. Assisted Principal Partner for Portfolio Management of Clients like opening ofOnline Mutual Fund and Broker Account from Distributors, KYC update,recommending the Funds to Clients in the Absence of Partner3. Coordinating and Working in the Operations Department in the Month ofMarch to November for Income tax and Other Tax Work Show less

Freelance
Dec 2020 - nowFreelance*Filing of Income Tax Returns of Individual and Business *Maintaining Accounts
Licenses & Certifications
- View certificate
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Reading financial statements
Corporate finance institute® (cfi)Mar 2024 .webp)
Nism series v-a: mutual fund distributors certification
National institute of securities markets (nism)Oct 2021
Financial modelling workshop-5 days
Skill nationMay 2021- View certificate
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Excel fundamentals – formulas for finance
Corporate finance institute® (cfi)Feb 2024 - View certificate

Private equity and venture capital
Università bocconi | courseraDec 2023
Honors & Awards
- Awarded to Mansi RakhsiaCertificate of Appreciation Partners of the Firm Jan 2020
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