Experience

Rotary Club of Bangalore

• India
• Spectator Sports
• 1 - 100 Employee

• Member

  • Sep 2020 - Present

  India



WICCI - Women’s Indian Chamber of Commerce and Industry

• India
• Non-profit Organizations
• 200 - 300 Employee

• State President - Karnataka Insurance Council

  • Sep 2020 - Present

  Bengaluru, Karnataka, India



thericherlife

• India
• Insurance

• Founder

  • Apr 2019 - Present

  Bangalore -Customised solution for Insurance planning and Investment/Retirement Planning - Life, Health and General Insurance -Business consultation -Tax planning and Returns filing -Accounting -Estate Planning with legal consultant - Financial Literacy program for corporates



BNI Global

• United States
• Business Consulting and Services
• 700 & Above Employee

• Member

  • 2013 - Present

  Bangalore Being part of this ultimate network forum gives an edge to access HNIs and Business Owners in a great way.



Investography Pvt. Ltd.

• Financial Coach & Sr. Manager

  • Mar 2018 - Mar 2019

  Leela Palace



International Money Matters Pvt Ltd

• India
• Financial Services
• 1 - 100 Employee

• Manager

  • May 2017 - Jan 2018

  Bangalore Financial services and investment management for HNI clients and individuals. Wealth management and financial planning ,designing investment strategy and risk assessment techniques. Advising investments in the products like Mutual Funds, Direct Equity, Insurance, FD, Bonds, Real Estate, Gold and ETFs, PMS.



JR Financial Services - Innovative Investment Solutions

• Founder

  • Jan 2010 - Apr 2017

  Bangalore •conducting in-depth reviews of clients' financial circumstances, current provision and future aims; •analysing information and preparing plans best suited to individual clients' requirements; •completing risk analyses •researching the marketplace and providing clients with information on new and existing products and services like Insurance, Mutual Funds, Equity, Bonds, Real Estate •designing financial strategies; •assisting clients to make informed decisions; •researching… Show more •conducting in-depth reviews of clients' financial circumstances, current provision and future aims; •analysing information and preparing plans best suited to individual clients' requirements; •completing risk analyses •researching the marketplace and providing clients with information on new and existing products and services like Insurance, Mutual Funds, Equity, Bonds, Real Estate •designing financial strategies; •assisting clients to make informed decisions; •researching information from various sources, including providers of financial products •reviewing and responding to clients changing needs and financial circumstances •promoting and selling financial products to meet given or negotiated sales targets •negotiating with product suppliers for the best possible rates; •liaising with head office and financial services providers; •communicating with other professionals, such as estate agents, solicitors and valuers; •keeping up to date with financial products and legislation; •contacting clients with news of new financial products or changes to legislation that may affect their savings and investments; •meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. Show less



Choice Business Services Pvt. Ltd.

• Business Head (South)

  • Oct 2015 - Aug 2016

  Bengaluru Area, India Head of Business for Choice E- Park (E-commerce) & Choice Solar Park



Money Tree Financial Services Pvt. Ltd.

• Senior Business Co-ordinator

  • Dec 2007 - Nov 2009

  Bangalore - Financial Planning Services - Developing the HNIs and Individual Cients - Advising clients for investment Services through real estate and financial planning which includes mutual funds, insurance and stock investments.



Garden City College (Bangalore)

• Visiting Professor

  • Feb 2006 - Nov 2007

  Bangalore - Taught classes in Bachelor’s of Business Management & Commerce - Delivered training in the subjects of Accounts, Business Studies, Financial Management, Planning, Costing, Management Accounting, Income Tax.



JCSS CONSULTING PRIVATE LIMITED

• Accounting
• 1 - 100 Employee

• Senior Officer : Tax Regulatory Services

  • Feb 2004 - Jun 2005

  Bangalore • Preparation of Income Tax Returns as per Income-tax Act (India) for individuals, companies, trusts and expatriates. •Transfer Pricing Study and preparing report •Study of DTAA and US tax laws. •Preparing certificates for DTAA. •Accounting and Tax Audits



Business Process Outsourcing (India) Pvt. Ltd.

• Executive Officer : Tax Services

  • Mar 2003 - Sep 2003

  Bangalore •Preparation of US Tax Returns as per US tax laws for individuals, trusts and expats. •Using various software like go system, pro-fx etc. •Training individuals for US tax laws.



PwC Papua New Guinea

• Papua New Guinea
• Business Consulting and Services
• 200 - 300 Employee

• Tax Advisor

  • Jan 2000 - Jan 2003

  Mumbai Area, India •Assisting Managers & Partners for the finalization of appointment of PwC (P) Ltd. as a Tax consultant of various Foreign Institutional Investors, various multinational companies and expats. •Scrutinizing documents – Constitutional documents of FII and its sub-accounts, SEBI Registration, RBI Approval etc. provided by the clients and custodians. •Preparation and computation of Capital Gain Tax Report for FII and submitting the same to Custodians. Checking stock holding and bank… Show more •Assisting Managers & Partners for the finalization of appointment of PwC (P) Ltd. as a Tax consultant of various Foreign Institutional Investors, various multinational companies and expats. •Scrutinizing documents – Constitutional documents of FII and its sub-accounts, SEBI Registration, RBI Approval etc. provided by the clients and custodians. •Preparation and computation of Capital Gain Tax Report for FII and submitting the same to Custodians. Checking stock holding and bank statements. •Preparing and filing annual tax returns for the FII clients and expatriates. •Tax returns for Individuals (including Expatriataes) and Corporates (MNC’s & foreign companies) •Calculation of wealth tax and filing Wealth Tax Returns for corporates. •Advance Tax and Self Assessment Tax Calculation. •Follow up with tax authorities for different tax related matters. •Coordinated stress management workshop and other seminars for the office. Show less



R. P. MEHTA & ASSOCIATES

• Accounting Assistant

  • Jan 1996 - Dec 1998

  Mumbai Area, India •Computerized Bookkeeping and Accounting Services •Preparation and finalisation of audit reports. •Preparation of IncomeTax Returns, TDS, Tax Saving and Tax Planning, Advance Tax Calculation. •Analyzing and scrutinizing Financial statements. •Preparing Fund Flow Statements, Cash Management and Ratio Analysis and Forecasting •Preparation of Projected Financial Statements and Project Report. •Preparation of Memorandum and Article of Association and registration of Public and… Show more •Computerized Bookkeeping and Accounting Services •Preparation and finalisation of audit reports. •Preparation of IncomeTax Returns, TDS, Tax Saving and Tax Planning, Advance Tax Calculation. •Analyzing and scrutinizing Financial statements. •Preparing Fund Flow Statements, Cash Management and Ratio Analysis and Forecasting •Preparation of Projected Financial Statements and Project Report. •Preparation of Memorandum and Article of Association and registration of Public and Private Limited Companies with Registrar of Companies (ROC). •Preparation of Annual Return of Companies. Show less



M.K. SUREKA & CO. (Mumbai)

• Audit & Tax Assistant

  • Jun 1994 - Dec 1995

  Mumbai Area, India •Manual and Computerized Bookkeeping and Accounting Services, Financial Statements and Bank Reconciliation. •Statutory Audits, Tax Audits, Internal Audits, audits of various trusts, firms, private and public limited companies and other organizations. •Preparation of Individual , Partnership and Corporate Tax Return. •Preparation of Financial Statements and attending to Income Tax Appeals before the IT Authorities.