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Gunjan Mutha

Gunjan Mutha

Article Trainee

Followers of Gunjan Mutha1000 followers
location of Gunjan MuthaIndia

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  • Timeline

  • About me

    Functional Consultant | Business Analyst | Fintech

  • Education

    • Symbiosis Schools

      -

    • CFA Institute

      2019 - 2019
      Young Women In Investment Certification

      Alumna of CFA Institute's 2019 Young Women in Investment program.The program provided in-depth training in strategic financial management, asset allocation, and portfolio management. I developed expertise in risk assessment, quantitative analysis, and sustainable investing. The curriculum emphasized the transformative role of technology in finance, focusing on financial modeling, FinTech innovations, blockchain, and AI. This experience enhanced my ability to leverage technology for… Show more Alumna of CFA Institute's 2019 Young Women in Investment program.The program provided in-depth training in strategic financial management, asset allocation, and portfolio management. I developed expertise in risk assessment, quantitative analysis, and sustainable investing. The curriculum emphasized the transformative role of technology in finance, focusing on financial modeling, FinTech innovations, blockchain, and AI. This experience enhanced my ability to leverage technology for financial transformation and strategic decision-making. Show less

    • Pune University

      -
      Bachelors in Commerce

  • Experience

    • Pravin R. Rathi & Associates

      Aug 2017 - Jun 2019
      Article Trainee

      •Direct Taxation (IT Return Filing, Tax Audits, Assessments, Appeals)•Indirect Taxation (GST,VAT,PT, PF, ESIC Compliance)•Compliance w.r.t Companies Act and CARO•Financial Projections

    • IIFL Wealth

      Jul 2019 - Dec 2019
      Finance Analyst

      •Analytics and Reporting related to Portfolio Management Services(PMS) [Equity, Fixed Income Securities, AIF's]•Lead compliance w.r.t Investment Policy Statements•Attended various industry con-calls and presented synopses to the team•Presented the advantages of using Time Weighted Rate of Return(TWRR) as against Money Weighted Rate of Return(MWRR)• Solely worked upon the transition from MWRR to TWRR of all clients under the PMS Category

    • SNGP & Co.

      Feb 2020 - Feb 2021
      Article Trainee

      •Indirect Taxation (GST,VAT,PT, PF, ESIC Compliance)•Financial Projections and Financial Modelling

    • Winjit Technologies Pvt Ltd

      Jul 2022 - now

      • Functional Consultant

        Jan 2023 - now

      • Business Analyst

        Jul 2022 - Dec 2022

  • Licenses & Certifications

  • Volunteer Experience

    • Volunteer

      Issued by Blood Donation Centers
      Blood Donation CentersAssociated with Gunjan Mutha