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Manik Bansal, CA

Manik Bansal, CA

Articled Assistant

Followers of Manik Bansal, CA4000 followers
location of Manik Bansal, CAIndia

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  • Timeline

  • About me

    Chartered Accountant | Investment Strategist |Finance Enthusiast |

  • Education

    • Corporate Finance Institute® (CFI)

      2020 - 2020
      Reading Financial Statements Finance, General 100

    • The Institute of Chartered Accountants of India

      2017 - 2023
      CA Accounting and Finance

    • Panjab University,Chandigarh

      2016 - 2019
      Bachelor of Commerce - BCom Accounting and Finance

  • Experience

    • Yk Bhushan & Associates

      Nov 2017 - Nov 2018
      Articled Assistant

      Internal audit of various companies like Turbo industries, Eastman and MBD MALL

    • Shri ram goyal &co.

      Mar 2019 - Jan 2021
      Articled Assistant

      Income tax returns and Stock audits and Concurrent audit of Banks

    • Self-employed

      Jan 2021 - now
      Investment Strategist

      Market Analysis & Research, Technical & Fundamental Analysis, Options & Derivatives Trading, Risk Management, Investment Strategy

    • Equivaluesearch

      Nov 2022 - Feb 2023
      Equity Research Intern

    • Raj Gupta and Co

      Dec 2022 - Jan 2024
      Senior Auditor

      Executed Statutory Audit, Stock Audit for a Publicly Listed Company, Internal Audit of Smart City and Airport, Prepared GST reconciliations and CMA data for banking purposes.

    • SRI RAM GOYAL & CO.

      Feb 2024 - now
      Partner

      Income tax, GST, Auditing, financial Mangament consultancy, Government subsidies, Bank Audits

  • Licenses & Certifications

    • NISM-Series-VIII: Equity Derivatives Certification Examination

      National Institute of Securities Markets (NISM)
      Sept 2025

    • FAFD

      The Institute of Chartered Accountants of India
      Sept 2024

    • CA MONK

      CA Monk
      Dec 2023

    • Certificate course on concurrent Audit of Banks

      The Institute of Chartered Accountants of India
      Dec 2024

    • French

      Mindway Educationals
      Nov 2019

    • Financial market (Beginners module)

      National Stock Exchange of India Limited
      Nov 2019

    • NISM-Series-XV: Research Analyst Certification Examination.

      National Institute of Securities Markets (NISM)
      Jan 2025

  • Volunteer Experience

    • Reviewing various restaurants and foods

      Issued by Food Blogging on Sept 2019
      Food BloggingAssociated with Manik Bansal, CA

    • Technical Analyst

      Issued by Stock Market on Nov 2019
      Stock MarketAssociated with Manik Bansal, CA