Preksha Surana

Intern at Synergy Consulting, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, IN

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Credentials

  • Level 1 CFA
    CFA Institute
    Jun, 2017
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Intern
      • Sep 2023 - Oct 2023

    • India
    • Banking
    • 700 & Above Employee
    • Deputy Manager
      • Mar 2021 - Jun 2022

      • Analysis of Private Equity (PE) Funds, their investments, assets under management, organization structure • Establishing and maintaining communication with the key personnel of PE funds and investee companies • Scouting for opportunities within the PE ecosystem, suggesting and providing relevant bank offerings • Analyzing requirements of PE funds and investee companies to determine feasibility at bank level • Preparation of Term Sheets and Appraisal Notes required for committee… Show more • Analysis of Private Equity (PE) Funds, their investments, assets under management, organization structure • Establishing and maintaining communication with the key personnel of PE funds and investee companies • Scouting for opportunities within the PE ecosystem, suggesting and providing relevant bank offerings • Analyzing requirements of PE funds and investee companies to determine feasibility at bank level • Preparation of Term Sheets and Appraisal Notes required for committee approval of transactions • Inter-team co-ordination within the bank for seamless execution from sanction to disbursement Show less • Analysis of Private Equity (PE) Funds, their investments, assets under management, organization structure • Establishing and maintaining communication with the key personnel of PE funds and investee companies • Scouting for opportunities within the PE ecosystem, suggesting and providing relevant bank offerings • Analyzing requirements of PE funds and investee companies to determine feasibility at bank level • Preparation of Term Sheets and Appraisal Notes required for committee… Show more • Analysis of Private Equity (PE) Funds, their investments, assets under management, organization structure • Establishing and maintaining communication with the key personnel of PE funds and investee companies • Scouting for opportunities within the PE ecosystem, suggesting and providing relevant bank offerings • Analyzing requirements of PE funds and investee companies to determine feasibility at bank level • Preparation of Term Sheets and Appraisal Notes required for committee approval of transactions • Inter-team co-ordination within the bank for seamless execution from sanction to disbursement Show less

    • India
    • Business Consulting and Services
    • 700 & Above Employee
    • Articled Assistant
      • Apr 2016 - Jan 2019

      • Conducted Tax Audit of partnership firms involved in timber trading, jewellery stores and HNIs • Computation of income and corresponding tax liabilities of corporates, partnership firms and HNIs • Involvement in assessment proceedings before CIT, ITAT and other Income Tax officers • Filed revised TDS returns to reduce demand liability and generated Form 16 and 16A • Conducted Tax Audit of partnership firms involved in timber trading, jewellery stores and HNIs • Computation of income and corresponding tax liabilities of corporates, partnership firms and HNIs • Involvement in assessment proceedings before CIT, ITAT and other Income Tax officers • Filed revised TDS returns to reduce demand liability and generated Form 16 and 16A

  • J.D.Jhaveri & Associates
    • Mumbai, Maharashtra, India
    • Articled Assistant
      • Aug 2015 - Apr 2016

      • Conducted Internal Audit of chemical trading company • Prepared and filed income tax returns of individuals • Conducted Internal Audit of chemical trading company • Prepared and filed income tax returns of individuals

Education

  • SPJIMR SP Jain Institute of Management & Research
    PGDM, Finance
    2022 - 2024
  • The Institute of Chartered Accountants of India
    Chartered Accountant
    2014 - 2020
  • Narsee Monjee College of Commerce and Economics
    B.Com, 6.67/7.00
    2014 - 2017
  • Narsee Monjee College of Commerce and Economics
    12th, 87.69%
    2012 - 2014
  • Ryan International School
    10th, 94.43%
    2011 - 2012

Community

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