Experience

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  Abhi Loans

  • Delhi, India

  • Head - Digital Alliance

    • Jul 2023 - Present
    • Delhi, India

• 

  tarrakki

  • India
  • Financial Services
  • 1 - 100 Employee

  • Head Of Business Development (Founding Team)

    • Oct 2021 - Jul 2023

    tarrakki is a wealth tech infrastructure platform. It provides plug and play solution for fin-techs to quickly launch wealth products on their platform. We are helping the most ambitious startups and large businesses to re-imagine wealth management for their end customers by offering a suite of APIs to choose from. tarrakki also runs a D2C wealth management application available on android and IOS. Elevo (www.elevo.money), a brand of tarrakki, is India's first digital investment platform for corporates, NRIs, Minors. Headquartered in Ahmedabad, the company aims to unlock financial freedom for everyone.

  • Chief Investment Advisor (Founding Team)

    • Apr 2020 - Oct 2021

    Major responsibilities include portfolio construction or rebalancing, preparing financial models, and independent decision-making about fund analysis. By taking a look at the client's portfolio, estimating their financial goals, and evaluating their risk, I come up with a customized portfolio for them. Investment planning, goal-based investing, asset allocation, retirement planning, and education funding are some of the services he offers to investors. Moreover, I provide investment solutions based on clients' risk appetites and investment horizons, and continuously monitor their portfolios. I conduct research and analysis of all financial products on the market as part of such financial consulting.

  • Operation Associate

    • Dec 2019 - Mar 2020

    1. Handled transaction process, KYC, reconciliation with RTAs 2. Interacted with AMCs & RTA to ensure the smooth running of day to day operations3. Onboarded new clients (KYC, account opening, and answering any queries they have)4. Mutual Fund AUM Reconciliations and MIS5. Monitoring of day-to-day operational process and execution when required.6. Well versed with mutual fund compliance.7. Managed operations for equity investments of Tarrakki Users

• 

  YourStock

  • New Delhi Area, India

  • Financial Author

    • Nov 2018 - Nov 2019
    • New Delhi Area, India

    I studied and read more about personal finance and financial planning as a topic of interest. This lead to creating an interest in me for investment advisory which ultimately converted into my passion. I still write about topics like wealth management, tax planning, personal finance, financial planning, retirement planning.

• 

  Larsen & Toubro Power (L&T MHPS Boiler)

  • Faridabad Area, India

  • Senior Executive

    • Nov 2016 - Apr 2018
    • Faridabad Area, India

    Working as a senior executive I got my hands on various projects- Built a top-level, forecasting model to analyse current operations and trends for the year- Analysed daily cash position and determined where money should be invested- Handled treasury management and working capital management a bit that helped me to learn a bit about portfolio management. - Examined vendor statements and review invoices for appropriate documentation, approval prior to payment- Assisted controller in creating and implementing new financial systems, procedures and policies to strengthen controls and streamline A/R processes

• 

  Pankaj R Shah & Associates

  • Ahmedabad, Gujarat, India

  • Intern

    • Aug 2013 - Aug 2016
    • Ahmedabad, Gujarat, India

    In PRS as an article assistant, I got work exposure to various departments including Tax Litigation, International taxation, Audit and Indirect taxation etc. which is summarized below• Analyzing and consolidating Financial Statement & Cash Flow Statement of corporate and non-corporate entities and prepared statement for Depreciation & Deferred Tax calculation.• Got keen knowledge about personal taxation that helps in tax planning while doing investment advisory • Prepared work papers, Grounds of Appeals, Statement of Facts for appeal before CIT (A) & ITAT for large clients with tax demands in Hundred of Crores.• Preparation of CA report (Form 3CEB) & Transfer Pricing Study Report & filling of Annual Accounts and Annual Returns in MCA & Incorporation of company.• Opined clients regarding applicability & deduction of withholding tax on payment made to Non-Resident involving the tax conventions and treaties by reviewing and Analyzing DTAA.• Providing opinions for service tax applicability, categorization & issues relating to CENVAT credit.