CA Santosh Thakur

CA Santosh Thakur

Article Assistant

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location of CA Santosh ThakurGurugram, Haryana, India

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  • Timeline

  • About me

    PWC India | Chartered Accountant (Dec-21) | CFA Investment Foundation | B Com (Hons.)

  • Education

    • Lalit Narayan Mithila University, Darbhanga

      2013 - 2016
      Bachelor of Commerce - BCom Accounting and Finance
    • The Institute of Chartered Accountants of India

      2015 - 2021
      Chartered Accountant Accounting and Finance
  • Experience

    • Sanjeev Bhargava & Associates

      Feb 2018 - Feb 2021
      Article Assistant

      • Computed and filed 220+ Income tax returns and form 3CD.• Finalized Balance Sheets of Proprietorships & Private Limited Companies having turnover in range of Rs 5-100 crores.• Performed detailed variance analysis and analytical review of critical areas in the balance sheet and income statements to gain an in-depth understanding of entities' financial statements and operations.• Conducted Statutory Audit, Tax Audit & GST Audit of 80+ clientele.• Conducted Stock Audit of jewelry business & Review of scrutiny of ledger during Audit.• Solely handled clients who deal in Share Market (including Cash, Future & Options). Show less

    • Planify Capital Limited

      Aug 2021 - Jan 2022
      Financial Analyst

      • Solely conducted research on various companies which are going to be listed in 6-12 months. • Analyzed over 15 private companies & created research reports thereon to support the sales vertical. • Spearheaded functioning of a team of 10 Financial Analysts and represented department in monthly review meetings.• Created content for scripts of 40+ videos for supporting of marketing function resulting in generation of more leads. • Supported sales vertical for their sales pitch leading to increase of Rs 4 crores in revenue for company.• At the end assigned rating along with Buy or Sell recommendation based on undervalued/overvalued. Show less

    • PwC India

      Apr 2022 - now
      Associate 2
  • Licenses & Certifications

    • Certification in Equity Derivative

      National Institute of Securities Markets
      Nov 2019
    • Corporate Finance, Introduction to Derivative, Bloomberg Essential, Excel Crash Course & Others six

      Corporate Finance Institute® (CFI)
      May 2020
    • Financial Modeling and Forecasting Financial Statements

      LinkedIn
      Jan 2021
      View certificate certificate
    • CFA Investment Foundations Certificate

      CFA Institute
      Jan 2021