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Harshal Gupta

Harshal Gupta

Audit and Tax Assistant

Followers of Harshal Gupta1000 followers
location of Harshal GuptaMumbai, Maharashtra, India

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  • Timeline

  • About me

    IIM-A (PGP 2021-2023) || IB (Credit Suisse India) || Ex-RIL (Treasury - Investments) || CA May 2016 (AIR 34)

  • Education

    • St. Pius X High School

      2001 - 2010
      Secondary School Education (10th Grade) 94.18%

      Activities and Societies: 1) Highest Marks in English, Maths and Sciences in 10th standard in School. 2) Team-member - Under-14 and Under-16 Football Teams, which won the inter-school football tournament organized by the District Sports Organisation (Kurla, Mumbai) in 2008 and finished runners-up in the inter-school football tournament organized by Mumbai School Sports Association in 2009. 3) Keen participant in plays, elocution, debate competitions, quizzes and science exhibitions in school.

    • The Institute of Chartered Accountants of India

      2012 - 2016
      CA

      Secured All India Ranks at CA - Level 2 (33rd rank) and CA - Level 3 (34th rank) examinations, which represents 99.80% or higher percentile. Associate member of the ICAI since 2016.

    • Mulund College Of Commerce

      2012 - 2015
      Bachelor of Commerce - BCom Commerce and Economics CGPA 5.87 on a scale of 7.

      Activities and Societies: College co-ordinator for MCC for RISE initiative and awareness rally in 2013. RISE was an NGO formed to raise voice about discrimination against women and harrassment of women and spread awareness about self-defense techniques for women. MCC is affiliated with University of Mumbai and the Maharashtra State Board of Secondary and Higher Secondary education.

    • R. A. Podar College of Commerce & Economics

      2010 - 2012
      Higher Secondary Education (12th Grade) Commerce and Economics 87.67%

      Activities and Societies: Member of Junior College Football Team (Under-18). Secured 4th position at the District-level Football Tournament organized by the District Sports Organisation (Mumbai) in 2011. R.A. Podar College is affiliated with University of Mumbai and the Maharashtra State Board of Secondary and Higher Secondary education.

    • The Institute of Company Secretaries of India

      2014 - 2019
      Company Secretary Banking, Corporate, Finance, and Securities Law

      Completed Foundation, Executive and Professional levels of the CS examination. Not a member of the ICSI.

    • The Institute of Chartered Accountants of India

      -

    • Indian Institute of Management Ahmedabad

      2021 - 2023
      Post Graduate Program Business Administration and Management, General

      Activities and Societies: Beta - Finance & Investments club at IIMA : Head - Events & Collaborations.

  • Experience

    • CVK & Associates

      Aug 2013 - Oct 2016
      Audit and Tax Assistant

      1) Handled statutory audits of 2 large corporate branches in India of Punjab National Bank.2) Handled internal audits and tax audits of Indian Subsidiary of Sensient Group and transfer pricing audit of an IT company with cross-border transactions.3) Worked on assignments involving filing of income tax returns and other statutory compliances.

    • Reliance Industries Limited

      Nov 2016 - Jun 2021

      Part of Investments Team (Front Office) at Central Treasury RIL. Responsible for risk and performance management of portfolio of Debt Funds and Government securities. In-charge of monitoring investible surpluses with various subsidiaries across the Group. Team Member - Risk Assurance and Middle Office. Have worked on cash flow planning and income / interest / net debt projections and monitoring of risk limits (credit / price) and trader performance. Worked on several projects in diverse roles in Group Manufacturing Services, Retail Petroleum Business FP&A and Central Treasury Divisions.

      • Portfolio Manager - Treasury Investments

        Dec 2020 - Jun 2021

      • Manager Finance - Risk & Mid-office

        Jun 2018 - Nov 2020

      • Management Trainee (CA Cadre Builidng Program)

        Nov 2016 - May 2018

    • Credit Suisse

      Apr 2022 - May 2022
      Investment Banking Summer Analyst

      PPO Holder

    • Everstone Capital

      Aug 2022 - Sept 2022
      Private Equity Intern

      Worked in Healthcare Investments Team

    • Credit Suisse

      Apr 2023 - now
      Investment Banking Analyst

  • Licenses & Certifications

    • Diploma in IFRS - 75 Hours Training

      KPMG
      Jul 2016

    • Private Equity and Venture Capital

      Coursera
      Jan 2020
      View certificate certificate

    • Advanced Valuation and Strategy - M&A, Private Equity and Venture Capital

      Coursera
      Feb 2020
      View certificate certificate

  • Honors & Awards

    • Awarded to Harshal Gupta
      A-Star Employee Reliance Industries Limited October 1, 2020 Annual Employee Rating for FY 2019-20. ~Top 3-7% employee are given this rating every year.
    • Awarded to Harshal Gupta
      A-Star Employee Reliance Industries Limited June 1, 2019 Annual Employee Rating for FY 2018-19. ~Top 3-7% employee are given this rating every year.
    • Awarded to Harshal Gupta
      All India Rank at CA examinations The Institute of Chartered Accountants of India May 1, 2016 1) AIR 33rd at CA- Level 2 exam held in May 2013 out of 63,871 students who appeared for all 7 subjects in the exam.2) AIR 34th at CA- Level 3 exam held in May 2016 out of 40,180 students who appeared for all 8 subjects in the exam.
    • Awarded to Harshal Gupta
      Team Captain - Winning Team at WICASA Navi Mumbai Football Tournament 2015. Western Indian CA Students Association (WICASA) - Navi Mumbai Branch. August 1, 2015 WICASA is the students' body of the Institute of Chartered Accountants of India. 16 teams comprising of CA students from all over Mumbai participated in this tournament.
    • Awarded to Harshal Gupta
      Team Co-ordinator for Winning Team at Onxy 2012. MT Educare Limited June 1, 2012 Onyx is an annual cultural and sports festival organized for the students of MT Educare (a leading coaching institute in Mumbai). Over 500 students from various team(branches) from all over Mumbai participated in the event and it was won by the Mulund Team.
    • Awarded to Harshal Gupta
      Mr. St Pius St. Pius X High School January 1, 2010 Mr. Pius is an annual recognition given to a student for overall achievements in academics, sports and other extracurricular activities.

  • Volunteer Experience

    • Volunteer

      Issued by Robin Hood Army on Oct 2019
      Robin Hood ArmyAssociated with Harshal Gupta