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Objectives

CAREER OBJECTIVE

· To be an excellent performer.

· To fulfill all my commitments on time.

· To utilize my expertise in contributing towards the goals of the organization.

· To deliver more than what is expected of me.

· Add Value to the assignments given to me.

· To work smart rather than working hard.

Skills

  • CHARTERED ACCOUNTANT

    Beginner

Work Experience

  • INVESTMENT AND FINANCIAL CONSULTANT

    2005 August - Present
    PIONEERS GROUP OFCOMPANIES
    Delhi, Delhi, India

    Currently working with PIONEERS GROUP OF COMPANIES,Nehru Place,New Delhi as an Investment & Financial Consultant especially recommending investments in MUTUAL FUND and other TAX SAVING SCHEMES.

    Also a member of the Internal Audit Team of SUSHIL JEETPURIA & CO. – A C.A FIRM WITH 20 PARTNERS (part of PIONEERS GROUP OF COMPANIES).

    NATURE OF ASSIGNMENTS:

    Ø Portfolio Management and Investment advise to clients .

    Ø Analyzed returns of various mutual fund schemes.

    Ø Professional advise for investment in New IPO’s of Companies and Mutual Fund Schemes (Both New Fund Offers and Existing schemes).

    Ø Attending Seminars conducted by various Mutual Fund Companies to get updated with new developments in Mutual Fund Industry.

    Ø Looking after the Internal control operations of the Company.

    Associated with : S. MOHANKA & CO.

    Chartered Accountants

    MOHANKA CHAMBERS

    Chandni Chowk , Delhi-110006 , as an Article Trainee.

    NATURE OF ASSIGNMENTS:

    Ø Statutory Audit of various corporates

    Ø Tax Audits

    Ø Management Consultancy

    Ø Direct/Indirect Taxation Consultancy

    Ø General Management Consultancy

    Ø Attending Seminars conducted by ICAI relating to various Accounting Standards to get myself well informed about the latest advancements and changes made in the same.

    Ø Good knowledge of Accounting Standards(AS) as prescribed by ICAI.

    Achievements:

    • ACHIEVEMENTS / LEARNING:
      Joined Mutual Funds Division for getting the Industrial Exposure And Marketing Experience to develop communication skills and overall personality development and successfully obtaining the same.
      Within a short span of six months assigned the responsibility of Portfolio Management of High Net Worth Individuals and assisting seniors in handling portfolios of big corporates.Some of the corporates include:

      · NHPC(FARIDABAD)
      · JUBILANT ORGANOSYS(NOIDA)
      · COCA COLA IND.
      · AMERICAN EXPRESS BANK(MEERUT ROAD BRANCH)
      · TRIVENI ENGG.
      · APOLLO HOSPITAL.

Professional Memberships

  • CHARTERED ACCCOUNTANT

    ICAI
    2002 May - 2005 November

Academic Background

  • Professional

    2002 May - 2005 November
    ICAI
    Delhi, Delhi, India
    Major: TAXATION , ACCOUNTS, FINANCIAL MANAGEMENT; Minor: NO

Miscelary

Interests

  • FINANCE FIELD