Shrenik Chaudhari

Co-Founder

Navi Mumbai, Maharashtra, India18 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in simplifying financial planning for clients
Proven track record in wealth management strategies
Chartered Accountant with extensive auditing experience

Stackforce AI infers this person is a Financial Services expert with a focus on wealth management and auditing.

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Skills

Core Skills

Financial PlanningInsuranceAuditingTaxation

Other Skills

Insurance PlanningBusiness Insurance PlanningMutual FundsLoan AdvisoryDirect TaxationStatutory AuditLoansPersonal Income Tax ReturnsFinancial ConsultingAccountingFinancial AnalysisFinancial AccountingFinancial ReportingInternal AuditTax

About

I help people take control of their money so they can save smart, grow faster and live free. Over the years, I’ve worked with salaried individuals, business owners and families who all had the same goal: Protect what they’ve earned. Grow what they’ve saved. Plan for the life they want. As a Chartered Accountant and Partner at Affluence Financial Services LLP, I bring a mix of expertise and practicality. I don’t believe in complicated jargon or one-size-fits-all advice. Instead, I focus on simple, actionable strategies in: Mutual Funds - to grow wealth systematically Insurance - to protect what matters most Financial Planning - to align money with life goals My approach is built on trust, clarity and making financial decisions feel less overwhelming. I’m here to guide you from “I wish I could” to “I’m glad I did.” If you’re looking for a partner who will help you master your money and build a secure future, let’s connect. 📩 shrenik@affluencefinserv.com or Drop me a message here on LinkedIn

Experience

Affluence financial services llp

Partner

Jan 2018 – Present · 8 yrs 2 mos · Vashi, Navi Mumbai · On-site

We believe financial planning should be simple, transparent, and tailored to your needs. Whether you're looking to grow your wealth, secure your assets, or get the right loan at the best rates, we ensure a seamless experience with unmatched service.
What We Offer:
Investments – Strategies in Equity & Mutual Funds to maximize returns
Insurance Solutions – Comprehensive coverage across Life, Health, Motor, and Business Insurance
Loan Advisory – Personalized guidance for Home Loans, Business Loans, and Personal Loans
Financial Planning – A holistic approach to wealth creation, risk management, and financial security
Why Choose Us?
Service That Stands Out – Our priority is YOU, not just selling a product
Tailored Financial Strategies – Every client has unique goals, and we customize solutions accordingly End-to-End Support – From choosing the right investment to hassle-free claims & loan approvals

Insurance PlanningBusiness Insurance PlanningFinancial PlanningMutual FundsLoan AdvisoryInsurance

Jns & associates llp

Partner

Mar 2015 – Mar 2019 · 4 yrs · Mumbai Metropolitan Region

a) Auditing the Financials prepared as per Companies Act 2013 and Accounting standards and Auditing standards mandated by ICAI.
b) Performing substantive audit procedures over the financial statement line items to gain comfort over the financial assertions.
c) Establishing audit objectives and designing and implementing audit methodologies, processes and audit report criteria.
d) Verifying the presentation of financial statement in accordance with revised Schedule VI.
e) Finalizing Accounting Policies, notes to accounts and cash flow statements by complying with accounting standard, Schedule VI of Companies Act, 2013 and applicable other laws.
f) Performing analytical procedures on expected or unexpected variances in account balances or classes of transactions.
g) Preparation of Risk and control matrix (RACM) for organizations for identifying companies processes and where processes are not working as they should and advising on changes to be made.

AuditingDirect TaxationTaxation

Bsr & co. llp

Senior Executive

Nov 2012 – Mar 2015 · 2 yrs 4 mos · Mumbai Metropolitan Region

Financial reporting under Indian GAAP for Private and Public Limited Companies. It included the following:
a) Auditing the Financials prepared as per Companies Act 1956 and Accounting standards and Auditing standards mandated by ICAI.
b) Auditing the financials entailed understanding and validating the process and controls prevalent for the financial statement line items.
c) Performing substantive audit procedures over the financial statement line items to gain comfort over the financial assertions.
d) Establishing audit objectives and designing and implementing audit methodologies, processes and audit report criteria.
e) Verifying the presentation of financial statement in accordance with revised Schedule VI.
f) Documentation of the work done in accordance with the firm standards.

Statutory AuditAuditing

S.p jain & associates llp

Associate - Accounts & Audit

Jul 2011 – Nov 2012 · 1 yr 4 mos · Mumbai Metropolitan Region

Accounts:
 Compliance under the Income Tax Act, the Companies Act, Accounting Standards.
 Preparation of documents and assistance in handling scrutiny matters and appeal work.
 Finalization of accounts and preparation of requisite financial statements.
 Assistance in handling financial matters i.e. working capital finance, project finance etc.
Audit:
 Conducting statutory audits of various organizations.
 Conducting tax audits of various organizations.
 Preparation of internal audit reports.
 Review of accounts and application of generally accepted auditing standards.