Viram Shah

Experience

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  VSSK & CO.

  Sept 2018 - May 2019

  Article Assistant

  Taxation and Audit• Prepared and filed over 60 corporate and personal tax returns, ensuring compliance with all relevant laws and regulations, and minimizing tax liabilities for clients.• Calculated individual and corporate tax installment payments, providing clients with accurate and timely information to help them manage their cash flows effectively.• Managed end-to-end audit processes for a variety of clients, including planning the audit, executing various areas, and allocating work among a team of 3+ people to ensure timely and high-quality deliverables.• Maintained strong relationships with clients, providing ongoing support and guidance to help them achieve their financial goals and objectives.Project Finance• Designed and built an automated cash flow statement that streamlined the forecasting process and reduced errors, taking values from projections made in earlier sheets.• Conducted detailed analysis of client data to forecast cash flows accurately, applying a range of analytical techniques and tools to identify trends, patterns, and potential risks.• Developed customized financial models and simulations to help clients evaluate different scenarios and make informed decisions about project financing. Show less

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  Mitul Shah & Co.

  May 2019 - Jul 2021

  Article Assistant

  Wealth Management• Formulated Risk Profiler of Clients and guided them to invest as per their Risk Appetite.• Consulted Clients with a Net Worth of more than 1 Crore.

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  CA Monk

  Jul 2021 - Sept 2021

  Research Assistant

  • Conducted extensive research on the recruitment process of Infosys and PwC, and interviewed recently placed Chartered Accountants to prepare a detailed Placement Guide, providing valuable insights and tips to future job applicants.• Collaborated with industry leaders working in the Investment Banking sector to prepare a comprehensive guide on Investment Banking, covering key trends, career paths, and skills required to succeed in the industry.

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  Legend Consultancy

  Jan 2022 - Sept 2022

  Financial Planner

  • Advised clients on asset allocation strategies based on their risk tolerance and investment goals, resulting in a customized investment portfolio for each client.• Conducted in-depth financial planning sessions with clients, covering everything from emergency funds and insurance to retirement planning and estate planning.• Regularly reviewed client portfolios to ensure they were aligned with their investment goals, and made adjustments as needed to ensure optimal performance.• Developed and maintained strong relationships with clients, ensuring high levels of client satisfaction and retention.• Kept up-to-date on the latest trends and developments in the financial industry, and leveraged this knowledge to provide the best possible advice and guidance to clients. Show less

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  IVY Growth Associates

  Sept 2022 - Aug 2023

  Investment Advisor

  - During my tenure at IVY Growth, I was entrusted with orchestrating the end-to-end startup fundraising process, effectively serving as an investment advisor tailored to the startup realm.- Central to my role was meticulously evaluating and analyzing startups seeking funding. I engaged with numerous founders, listening intently to their pitches, and subsequently conducting comprehensive evaluations for over 200 startups.- Our evaluation criteria encompassed essential dimensions such as Product Market Fit, Founder Market Fit, Competitive Landscape, and a Proprietary Scoring Model.- When startups displayed the potential for investment, I transitioned into a scouting role, actively identifying and connecting with suitable investors.- My collaboration extended to more than 20 startup founders, providing invaluable guidance and strategic insight as they navigated the intricate landscape of startup fundraising.- In addition to my role in startup fundraising, I briefly assumed portfolio management responsibilities. This encompassed fostering robust communication with portfolio company founders, comprehending their distinctive needs, and offering tailored guidance and support. Show less

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  PocketCFO

  Aug 2023 - now

  Founder

  - Over at PocketCFO, I'm all about making numbers make sense. My job? Helping clients and financial advisors get a clear picture of their money flow.- Each month, I dive into the accounting nitty-gritty, but don't worry, I keep it all easy to understand. I customize it just for them.- Cash flow can be confusing, so I break it down into four simple pieces: what's coming in (Income), where it's going (Expenses), smart moves (Investments), and the "wants" and "needs."- With this info, clients and advisors can easily see how their money moves. That means smarter financial plans that match real-life patterns. Show less

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  Legend Consultancy

  Aug 2023 - now

  Wealth Manager

  - Helping folks grow their money smartly by creating clear plans that cover investing in stocks, mutual funds, and insurance, when needed.- For some high-net-worth clients, I take care of their financial puzzle. This means I guide them on loans, managing their day-to-day money needs, and ensuring smooth cash flow.- Working together with clients to set and reach their money goals. We plan step by step for a brighter financial future.- Making sure people's finances are solid by managing risks wisely and spreading investments smartly. Show less