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Rrishi Ghosh

Rrishi Ghosh

Mutual Fund Specialist

Followers of Rrishi Ghosh872 followers
location of Rrishi GhoshKolkata, West Bengal, India

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  • Timeline

  • About me

    Seeking CA Industrial Training Opportunities || CA Finalist || CS Executive || NISM Series V A || B.Com Honours (First Division) CU || Risk Advisory || CBS '19 || Finance & Fitness

  • Education

    • The Institute of Chartered Accountants of India

      -

      Cleared both groups of CA Intermediate together with exemptions in Law and Strategic Management.CA Foundation First Attempt.

    • Calcutta University, Kolkata

      2021 - 2023
      Bachelor of Commerce - BCom Accounting and Finance 8.025 CGPA (First Division) (Gold Medallist)

    • The Institute of Company Secretaries of India

      2021 -
      CS Foundation Banking, Corporate, Finance, and Securities Law 88%

    • Calcutta Boys' School

      2018 - 2020
      Business/Commerce, General 91%

      Activities and Societies: School Prefect (2018-2020). Tug of War team Captain (Inter and Intra school teams) (2019). Basketball School team Captain (2019). Core Committee (Judges) for Concord'2019. Having done my schooling from one of the most prestigious institutions of Kolkata, has shaped me into the individual I am today.

  • Experience

    • Bonanza Portfolio Ltd

      Aug 2021 - Jun 2023
      Mutual Fund Specialist

      Secured investments totalling ₹5,00,000 in mutual funds through thorough interpersonal discussions with clients regarding future plans.Awarded accolade for Business Excellence for the year 2022-2023.

    • Agarwal Maheswari & Co.

      Sept 2023 - May 2024
      Article Assistant

      Risk Advisory: Contributed to the internal audit department of a top-tier FMCG company with a turnover exceeding ₹47,000 Crores, specialising in P2P, Inventory Management, H2R, SOX Compliance, and Treasury. Applied rigorous audit methodologies to boost efficiency and risk management, leveraging tools such as MS-Excel, SAP, IDEA, and PowerPoint. Instrumental in the drafting of SOPs and the development of Risk Control Matrixes to elevate operational standards.Statutory Compliance: Rapidly assumed leadership of the statutory compliance team, overseeing the annual filing process managing a team of 7+, preventing fines and penalties totalling ₹5,20,000 for 120+ Clients. Show less

    • S Paul & Co.

      Jun 2024 - now
      Article Assistant

      Drafted Financial Statements for companies in accordance with relevant AS and IND-AS.Reconciled GSTR 1, 2B, and 3B with Books of Accounts, uncovering significant discrepancies for a Renewable Energy sector entity.Prepared Income Tax Returns under the New and Old Tax Regimes for individuals, tailoring each return to save the highest amounts in taxes.Assisted in providing consultancy to Corporate Clients on matters of Direct and Indirect Taxation.Formulated plans for individual clients on matters of Tax Savings and Personal Investments. Show less

  • Licenses & Certifications

    • ICIT

      The Institute of Chartered Accountants of India
      Aug 2023

    • NISM Certifications: Series V A

      National Institute of Securities Markets (NISM)
      Jun 2021

    • ICSS

      The Institute of Chartered Accountants of India
      Aug 2023

  • Honors & Awards

    • Awarded to Rrishi Ghosh
      Kolkata District Gold Medallist - KATA Karate Association of Bengal - KAB Jun 2019
    • Awarded to Rrishi Ghosh
      National Champion KATA Karate Association of India- KAI Jun 2019
    • Awarded to Rrishi Ghosh
      Interschool Gold Medalist - KATA St. Xavier's - ALSOC Aug 2018
    • Awarded to Rrishi Ghosh
      World Champion U-15 KATA World Karate Federation - ISKA Dec 2016 Member of the Indian Karate Team. Bagged the 1st Position in under 15 KATA Tournament.