Jul 2019 – Present · 6 yrs 8 mos · Mumbai Area, India

• Anand Rathi Group is one of India’s leading financial services with over 30 years of experience in wealth creation.
• Our services include Wealth Management, Investment Banking, Corporate Finance and Advisory, Broking and Distribution services.

Sep 2015 – May 2019 · 3 yrs 8 mos · Mumbai, Maharashtra, India

• A Chartered Accountants Firm engaged in Audit, IT Consultancy and Taxations Matters as Partner.  Providing Software Development & Business Process Excellence Services to Clients - Supervising effectively all the Process Enhancement, System Development & Management, Testing & implementing new Modules and Data Management activities in the organisation.
•  Offered One STOP Solution to Clients for formation of an entity, obtaining regulatory licenses, implementing business, compliance, risk management, Income & AUM Reconciliation.
•  NSDL and CDSL Audit of RTA and DP ( Six Monthly Reporting) & Other Certifications.

Feb 2010 – Sep 2015 · 5 yrs 7 mos · Mumbai Area, India

• Chartered Accountant by profession, I was associated with Motilal Oswal Group, Financial Services organization as a Senior Manager - Risk Management – Arbitrage handling (Proprietary Trading Business Desk - Accounts & Risk Management).
• Roles and responsibilities:
•  Administering multiple functions such as Fund Management, Analysis, Research, Study and Implementation of Products
• Creating & Implementing New Strategy Models and earning profits from Strategies implemented
•  Risk Management for Prop Desk – Developing Software for Real-time Monitoring of Risk at Orgn Level, Analysis & Classification of Risk into different Category & Presentation to Mgmt.
•  Monitoring activities involving Quantitative & Algorithmic Dealing, Research on New Algo's - Executing 100 % Error free all Orders also performing Research on New Algo's and implementing New Algo's
•  Supervising effectively all the Process Enhancement, System Development & Management, Testing & implementing new Modules and Data Management activities in the organisation
•  Maximizing financial performance also shown insights in driving financial growth, generating revenues and enhancing performance of the teams
•  Providing adequate support in Preparing & improvising various MIS Reports, Expiry Management, Financial Reporting & Arbitrage Operations-working as In-charge of Arbitrage Business Accounting, Coordination with Accounts team and Auditors
•  Guiding & motivating staff through clear communication and outstanding organizational skills
•  Examining & analysing accounting records, financial statements, or other financial reports for assessing accuracy, completeness and conformance to procedural standards
•  Leading functions involving modelling different products across asset classes into Barra One
•  Coordinating with multi-cultural/multi-functional people across the globe within the firm for executing high level projects