CA Devanshi Karia

Senior Financial Advisor at RATNAAFIN
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Contact Information
us****@****om
(386) 825-5501
Location
Ahmedabad, Gujarat, India, IN
Languages
  • English -
  • Hindi -
  • Gujarati -

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Credentials

  • Concurrent Audit of Banks
    ICAI
    Jan, 2018
    - Nov, 2024

Experience

    • India
    • Financial Services
    • 100 - 200 Employee
    • Senior Financial Advisor
      • Oct 2018 - Present

      • Analyzing financial requirements of organization and enabling them with right financial product. • Engaged in procuring Business for the firm. • Engaged in developing subsidy division for Ratnaafin. • Analyzing financial requirements of organization and enabling them with right financial product. • Engaged in procuring Business for the firm. • Engaged in developing subsidy division for Ratnaafin.

    • India
    • Accounting
    • 1 - 100 Employee
    • Financial Advisor
      • Apr 2017 - Sep 2018

      • To carry out credit appraisal, filling application form and project reports of prospective MSMEs for fund based and non-fund-based exposure. • Coordinating with External Agency for TCR, Valuation Report. • Facilitating clients for TEV reports for manufacturing facility. • To carry out credit appraisal, filling application form and project reports of prospective MSMEs for fund based and non-fund-based exposure. • Coordinating with External Agency for TCR, Valuation Report. • Facilitating clients for TEV reports for manufacturing facility.

    • India
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2016 - Mar 2017

      • Preparing financial projection, write ups & power point presentation, • Preparing project reports. • Identification of size & type of funding for clients. • Facilitating clients in arranging Working Capital Limits & Project loan from banks in the form of fund & non-fund based facilities. • Coordinating with bankers & clients. • Involved in complete process from Sanction of loan till disbursement. • Review and coordinating with clients regarding State Subsidy. Show less

    • India
    • Investment Banking
    • 1 - 100 Employee
    • Research Analyst
      • Apr 2015 - Dec 2015

      Analyzing a company with the purpose to know whether company is suitable for Private equity/Venture funding investment: • Preparing presentations for the target company covering the details like background, history, promoters & their shareholding pattern, understanding products / services, etc. of the company • Analyzing the financial data of the company. • Reading, evaluating & analyzing the industry / sector reports of the target company. Analyzing a company with the purpose to know whether company is suitable for Private equity/Venture funding investment: • Preparing presentations for the target company covering the details like background, history, promoters & their shareholding pattern, understanding products / services, etc. of the company • Analyzing the financial data of the company. • Reading, evaluating & analyzing the industry / sector reports of the target company.

    • Financial Advisor
      • Apr 2013 - Dec 2013

      - Preparing fiancial projection, write ups & power point presentation, - Assistance in preparing project reports. - Identification of size & type of funding for clients. - Facilitating clients in arranging Working Capital Limits from banks in the form of fund & non-fund based facilities. - Coordinating with bankers & clients. - Preparing fiancial projection, write ups & power point presentation, - Assistance in preparing project reports. - Identification of size & type of funding for clients. - Facilitating clients in arranging Working Capital Limits from banks in the form of fund & non-fund based facilities. - Coordinating with bankers & clients.

  • Gupta Sarda Bagdia & Co.
    • Nagpur Area, India
    • Article Trainee
      • Aug 2008 - Feb 2012

      - Tax Audit of various Individuals & Partnership Firms. - VAT Audit. - Statutory Audit of Private Companies. - Assessment of Taxation & Statutory Compliance issues. - Ledger scrutiny of accounts. - Stock statement reports & analysis. - Vouching. - Tax Audit of various Individuals & Partnership Firms. - VAT Audit. - Statutory Audit of Private Companies. - Assessment of Taxation & Statutory Compliance issues. - Ledger scrutiny of accounts. - Stock statement reports & analysis. - Vouching.

Education

  • Chartered Accountant
    2008 - 2012
  • Nagpur University
    Bachelor’s Degree
    2008 - 2011

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