Experience

Desautels Capital Management

• Canada
• Investment Management
• 100 - 200 Employee

• Equity Analyst

  • Jun 2023 - Present

  Covering the Real estate sector , Experienced in Financial modelling. Covering the Real estate sector , Experienced in Financial modelling.



Independent

• Mumbai, Maharashtra, India

• Portfolio Manager

  • Feb 2022 - May 2023

  •Managed a portfolio of CAD 250000 assets for individual clients, ensuring alignment with investment objectives and risk tolerance. •Conducted thorough investment research and analysis, evaluating financial markets, industries, and individual securities to identify potential investment opportunities. •Developed strategic asset allocation models based on clients' investment goals, market conditions, and risk appetite. •Maintained open and proactive communication with clients, providing regular updates on portfolio performance, market insights, and investment recommendations. •Achieved a remarkable return of 25% for client portfolios within a one-year period, outperforming market benchmarks and delivering exceptional investment results. Show less



CA Ankush Gupta & Associates

• Mumbai, Maharashtra, India

• Audit Manager

  • Feb 2022 - Jan 2023

  •Led and supervised audit engagements from planning to completion, ensuring adherence to auditing standards, regulations, and firm policies. •Conducted financial analysis, identified control weaknesses, and recommended practical solutions for improving internal controls and risk management. •Managed a team of auditors, assigning tasks, providing guidance, and monitoring performance to ensure timely completion of audits. •Collaborated with cross-functional teams, including tax professionals and consultants, to provide integrated client services and deliver comprehensive solutions. •Reduced tax liability of companies by 50%, by identifying provision in the Income tax act to enable better grow their business. •Identified discrepancies in accounting in organizations and helped provide a holistic understanding of the various laws Show less