Yash Shah

Experience

• 

  Pugmarks Eco Tours Pvt. Ltd. - India

  Mar 2011 - Feb 2013

  Camp Instructor

  Led 20+ Himalayan trekking and rafting camps

• 

  EY

  Feb 2013 - Jul 2013

  Tax Intern

  • Assisted in researching case law and legislation to support claims made by clients.• Prepared draft responses to income tax notice based on supporting documents and legal research.

• 

  SMG&CO. Chartered Accountants

  Jul 2013 - Oct 2018

  • Managed and led teams in conducting internal and external audits of private companies.• Provided advice to management on business processes and compliance issues resulting in an awareness of risk exposures, and formulation of mitigating policies and procedures. • Assisted management in the implementation of ERP system - assessing risks of implementation, and evaluating the impact on internal control and business processes. • Assisted in developing audit programs and performing audit procedures of private companies. • Strengthened the quality of audit by reviewing audit working papers, continuously improving file documentation, and exercising professional skepticism. • Verified accounting records to ensure accuracy and GAAP compliance. • Prepared and filed income tax returns of individuals and partnership firms.

  • Partner

    Jun 2016 - Oct 2018

  • Audit Associate

    Apr 2014 - Jun 2016

  • Intern

    Jul 2013 - Apr 2014
• 

  Self Employed

  Oct 2018 - now

  Equity Analyst & Trader

  • Perform in-depth financial analysis of companies in Canada, the US, and Indian markets. • Collaborate with data scientists and traders to analyze financial time series.

• 

  TakeStock

  Sept 2022 - now

  Developer & Founder

  TakeStock is an AI-powered personal finance and market analytics platform, designed to be your finance assistant - for both individuals and professionals. It helps with financial planning, discovering suitable financial products, identifying investment opportunities, and conducting market research.Key Features:1.Personalized AI Assistance: receive personalized response and actionable insights based on your financial situation and current market situation.2.Personal Finance and Market Dashboard with Interactive Guides and Alerts: Access a comprehensive view of your personal finances and market trends, enhanced by interactive guides and real-time alerts to help you navigate complex financial concepts and stay informed.3. Explore Professionals and Get Professional Consultations: Connect with finance experts like financial advisors, mortgage brokers, and portfolio managers, both on and off our platform.4. Explore Financial Products - compare credit cards, mortgages, and loans without endorsements or biases.We act as information custodians, not asset custodians, providing unbiased advice aligned with users best interests. We empower users to not only understand their financial situation but also see where they can go—and how to get there. Show less