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Vinit Chheda

Vinit Chheda

Project Intern

Followers of Vinit Chheda784 followers
location of Vinit ChhedaMumbai, Maharashtra, India

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  • Timeline

  • About me

    MBA in Finance | Plan Ahead Wealth Advisors Pvt Ltd

  • Education

    • ICFAI University Jaipur

      2022 - 2024
      Master of Business Administration - MBA Masters

    • University of Mumbai

      2018 - 2021
      Bachelor of Management Studies (BMS) Finance

    • BAL Bharatis Maghanmal J Pancholia College of Commerce S V Road Kandivli W Mumbai 400 067

      2016 - 2018
      Higher Secondary Commerce B+

  • Experience

    • NEHA DEVELOPERS PRIVATE LIMITED

      Apr 2019 - Apr 2019
      Project Intern

    • CA Firm

      Feb 2020 - Nov 2021
      Account Assistant

      Key Responsibilities included: 1. Preparation & finalization of accounts2. Handling GST Compliances of 50+ client firms that included proprietorship businesses, co-operative housing societies, private limited companies, & supermarkets.3. GST Registration, GST Cancellation, Revocation of GST Number.4. Preparation & E-Filing of (Form 16 based) Income Tax Return.

    • Stocnerve

      Dec 2022 - Jan 2023
      Intern

    • ARK PRIMARY ADVISORS PRIVATE LIMITED

      Feb 2023 - May 2023
      Summer Intern

      Projects Undertaken:a) Project Report titled ‘Financial Planning and Analysis- Practices, Roles, Responsibilities and Functions’ cited with following objectives - Need of Financial Planning and Analysis- Core Concepts of Financial Planning- Roles and Responsibilities of the Financial planner- Practices done in Financial Planning and Analysisb) Team Research Project on “Retirement Planning"- Analyzed current market trends, competitors, and customer preferences inRetirement Planning segment.- Identified gaps and opportunities in firm’s services. Show less

    • Freelance

      Feb 2024 - Jun 2024
      Freelance

    • Plan Ahead Wealth Advisors

      Jun 2024 - now
      Associate

  • Licenses & Certifications

    • NISM Series V-A: Mutual Fund Distributor Course

      National Institute of Securities Markets (NISM)
      Jun 2024

    • Cartificate course in Tax Administration

      Maharashtra Business Training Board (MBTB)
      May 2018

    • Advanced Excel

      Maharashtra Business Training Board (MBTB)
      Jul 2018

    • NISM Certified Financial Education Course

      National Institute of Securities Markets (NISM)
      May 2023

    • Accounting in Tally Software with GST

      Maharashtra Business Training Board (MBTB)
      Jul 2018

    • Bloomberg Market Concepts Course

      Bloomberg
      Oct 2023
      View certificate certificate

    • Computerized Business Management

      Maharashtra Business Training Board (MBTB)
      Jan 2018

    • Certificate course in Capital Markets

      Maharashtra Business Training Board (MBTB)
      Sept 2017