Ashish Vanwari

Experience

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  V.R.Sabnis & Associates

  Apr 2015 - Apr 2018

  Articled Assistant

  I gained experience in various fields:-1. Management Reporting2. CS Compliance tracking3. Accounting 4. Taxation: Direct and Indirect5. Audits: Statutory, Tax, Risk-based Audit

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  S H Kukreja and Associates

  Dec 2018 - Oct 2019

  Manager

  My role in the firm was to handle the entire day-to-day operations. It included handling Tax Assessments, Advisory on Taxation, Tax Audits, Statutory Audits, GST returns. I was handling a team of 5 to 6 people for managing the above deliverables.

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  V.R.Sabnis & Associates

  Dec 2019 - Jul 2022

  Associate Partner

  My role involved managing client relationships, scoping, engagement planning, and ensuring timely execution of all the deliverables.I managed a team of 12 to 15 persons and reviewed their work.My deliverables included:1. Virtual CFO function:-I have been a virtual CFO to multiple startups and have catered to their finance function right from starting it from scratch to defining a framework that will help the companies scale their business without worrying about the implications and complications of finance.2. Business Valuations:-I have led the preparation of multiple valuation reports for our clients, starting from understanding the business metrics to formulating a working financial model.3. Investment Advisory:-Have helped clients with all the advisory and support required during an investment round.Other areas:-- Taxation advisory:- Helping Individuals and corporates plan their tax liability- Transaction Advisory:- Helping Clients with all the round approaches covering Income Tax, GST, and Accounting Standards- GST Advisory and returns filing- Audits: Tax, Statutory and Internal Show less

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  Edelweiss Financial Services Limited

  Aug 2022 - Dec 2022

  Equity Research

  My role included the following:-1. Preparing and updating Financial Models2. Assisting the Senior Analyst in research reports and Initiating coverage reports3. Responding to client Queries4. Circulating Newsletters related to the subsectorTools used:- Ace Equity Software, Bloomberg Terminal, etc.

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  Beyond Life Management Services LLP

  Dec 2022 - Jul 2023

  Research Analyst

  My role included the following:-Analysing Equity Investments in Listed Stocks, Startups, PMS Funds, Private Equity FundAnalysing Mutual Funds performance basis rolling returns, standard deviation, etcAttending Concalls of Companies, Preparing Brief Investment reports, etcMeeting Fund Manager, CIOs of the Mutual Fund Houses, PMS Funds to assess the performance and the guidance going forwardAssessing Startup Investment Opportunities

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  Nuvama Wealth

  Aug 2023 - now

  Equity Research Associate

  My role revolves around the following:Preparing efficient financial models and updating them with all the forecasts changes at regular intervals for companies under coverageAttending concalls, meeting management and evaluating the SWOT and changes therein on the business model of the companyImproved the financial modeling practises, which reduced the forecasting errors by 40%, thereby reducing the time taken to release the reportsPreparing weekly newsletter which covers the important updates and reports on the companies under coverage, thereby providing insights to the clients on a timely basis Show less

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  UnleashU

  Aug 2023 - now

  Co-Founder

  Built a dropshipping print on demand apparel business as a project for Exec MBA.Scaled the revenue from Zero to 2.72 lakhs in a span of 6 to 8 weeksAchieved sale of 60K in the finale dropshipping fair organised by the institution.