Experience

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  3 Peaks Ventures

  • Surat, Gujarat, India

  • Investment Analyst

    • Mar 2023 - Present
    • Surat, Gujarat, India

    If you're interested in having your pitch-deck evaluated, feel free to send it over to [email protected]📨.Key responsibilities includes :1.) Identifying promising early stage start-ups and managing the deal flow by scheduling meetings with founders/entrepreneurs to gain a comprehensive understanding of their vision.2.) Conducting extensive research on the company and its market, preparing investment memorandums, and presenting them to the Partner & IC for investment decisions.3.) Managing the fund, developing investment and portfolio strategies, assessing and managing risk, and making strategic and transactional decisions.4.) Monitoring financial and operating metrics to determine post-investment performance.5.) Coordinating with internal departments, external consultants, advisors, and investment bankers to facilitate investment opportunities.6.) Developing financial models, investment cases, and PowerPoint presentations to update partners on fund performance.7.) Reviewing shareholder agreements (SHA), stock subscription agreements (SSA), and due diligence reports, and preparing quarterly fund performance reports.8.) Setting up, developing and maintaining the whole DBMS to manage each deal-flow project and portfolio documentation process.

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  Mohit Sanghvi & Co.

  • Surat, Gujarat, India

  • Apprenticeship

    • Dec 2022 - Jan 2023
    • Surat, Gujarat, India

    Key responsibilities included :1.) Managed Tax compliance requirements for both clients and firms.2.) Handled TDS compliance for clients and firms3.) Filed statutory returns including Income-Tax, Excise, Professional Tax, and ESI.4.) Prepared and filed Income Tax Returns for Individuals, HUFs, Firms, and Companies5.) Conducted and managed Tax, Internal & Statutory Audits6.) Managed day-to-day Banking operations for the firm7.) Developed expertise in designing Internal Control systems and gained practical knowledge of taxation, accountancy, auditing, and professional ethics.