Mansi Rakhsia

Mansi rakhsia

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location of Mansi RakhsiaMumbai, Maharashtra, India
Phone number of Mansi Rakhsia+91 xxxx xxxxx
Followers of Mansi Rakhsia247 followers
  • Timeline

    Sept 2014 - Sept 2018

    Article Assistant

    P G Kakade & Co. Chartered Accountant Firm
    Dec 2018 - Oct 2020

    Accounts and Tax Executive

    NPK & Co. LLP. Chartered Accountant Firm (Formerly Known as PG Kakade and Co, CA Firm)
    Current Company
    Dec 2020 - now

    Freelance

    Freelance
  • 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 - 2021
      Ca ipcc group 1 accounting and finance
    • University of mumbai

      2013 - 2016
      Bachelor of commerce - bcom accounting and finance gpa: 5.32
  • Experience

    • P g kakade & co. chartered accountant firm

      Sept 2014 - Sept 2018
      Article assistant

      1. 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 2020
      Accounts and tax executive

      1. 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 - now
      Freelance

      *Filing of Income Tax Returns of Individual and Business *Maintaining Accounts

  • Licenses & Certifications

    • Reading financial statements

      Corporate finance institute® (cfi)
      Mar 2024
      View certificate certificate
    • Nism series v-a: mutual fund distributors certification

      National institute of securities markets (nism)
      Oct 2021
    • Financial modelling workshop-5 days

      Skill nation
      May 2021
    • Excel fundamentals – formulas for finance

      Corporate finance institute® (cfi)
      Feb 2024
      View certificate certificate
    • Private equity and venture capital

      Università bocconi | coursera
      Dec 2023
      View certificate certificate
  • Honors & Awards

    • Awarded to Mansi Rakhsia
      Certificate of Appreciation Partners of the Firm Jan 2020