Boss
Boss
Boss
EXPERIENCE
Maloo Investwise Pvt. Ltd., Jaipur (December 2022 – March 2023) Trainee
Analyzed and conducted in depth research on various mutual fund schemes and categories through AI tools and comparative ratio
charts
Prepared investment reports and crafted investment strategies for 3 HNI Clients on the basis of their risk and return appetite
Actively participated in investment committee meetings and in the preparation of marketing materials for prospective clients like
Investor outlook
Assisted in development and implementation of change management plan- integration of CRM system for 30+ employees of the
organization
Worked hand in hand with website developers and app developers in development of website and App of the firm
CA. Amit Rathi, Bhawanimandi, Rajasthan (December 2021- May 2022) Trainee
Worked closely with senior member in conducting GST Audits for 30+ clients, reviewing financial statements, reconciliations of GST
ledgers and ensuring compliance with GST regulations.
Assisted in preparation and filing of 40+ GST returns for clients, ensuring accuracy of GST filings and input tax credits
Played a pivotal role in submissions under Indirect tax Laws (Raj VAT Amnesty Scheme) of almost 20+ clients
Offered Assistance in preparation of 2 years projected financial statements of 10+ Business houses.
Maloo Bhatt & Co, Vadodara Gujarat (March 2017 - March 2020) Articleship /Internship
Member of statutory audit engagement team of listed chemical manufacturing company using SAP ERP system
Verified the accuracy and completeness of financial records of 5+ Manufacturing Companies
Assessed the adequacy of documentations and effectiveness of financial level internal controls of Gas distribution Public Private
Venture organisation
Compiled Income Tax submissions for assessment and representation before the Income Tax Authorities
Gained hands on experience in preparing and filing Income Tax returns of Companies, Partnership firms and Individuals, ensuring
compliance with applicable tax laws and regulations
Utilized tax software tools (Saral & Compu Office) to enhance the quality of return filings
EDUCATION
Bachelor of Accounts and Finance from Indira Gandhi National Open University - June 2019
ADDITIONAL INFO
Software Experience:
MS Office - PowerPoint, Excel, Word, One Note
Tally ERP & SAP (Accounting)
Invest well, Morning Star, ACE
Language:
English and Hindi
Interests:
Leadership and Team Communication (Membership in Toastmasters International & participated in Digital Jagrati Yatra),
Humanitarian (Served as Volunteer In-charge in Vadodara based NGO working for mentally and physically challenged people).