Parth Mehta

Business Development Executive

Gurugram, Haryana, India2 yrs 2 mos experience
Most Likely To Switch

Key Highlights

  • CFA Level 1 cleared with strong analytical skills.
  • Hands-on experience in asset management and taxation.
  • Proven ability to streamline processes and enhance efficiency.
Stackforce AI infers this person is a Finance professional with expertise in asset management and tax preparation.

Contact

Skills

Core Skills

Relationship BuildingManagementClient ServicesRisk ManagementFinancial AccountingTax PreparationAccountingIncome TaxData AnalyticsProject ManagementBrand BuildingMarketingStrategic MarketingPublic Relations

Other Skills

Customer AcquisitionCommunicationDerivativesStrategic PlanningInterpersonal CommunicationMarket RiskMutual FundsSales ManagementOperations ManagementFinancial AnalysisAnalytical SkillsCorporate TaxAccount ManagementGoods and Services Tax (GST)TALLY

About

I’m a finance enthusiast with a B.Com (Hons.) from NMIMS Mumbai and CFA Level 1 cleared. A lifelong athlete, I carry the same discipline, focus, and resilience into everything I do — whether it’s markets, analysis, or solving complex problems. I believe, like Mark Zuckerberg said, “Experience isn’t everything.” Curiosity, grit, and strong communication can take you far and that’s the mindset I bring to every opportunity. I’ve interned at Edelweiss AMC, Forvis Mazars, and a multi-family office, gaining exposure to asset management, taxation, and wealth advisory. Always open to learning, growing, and working on meaningful projects. Feel free to reach out.

Experience

Onesta capital ventures

Investment Analyst

Nov 2024Present · 1 yr 5 mos · Gurugram, Haryana, India · On-site

Relationship BuildingManagementCustomer AcquisitionCommunicationDerivativesStrategic Planning+2

Edelweiss asset management limited

Trainee

Aug 2024Oct 2024 · 2 mos · New Delhi, Delhi, India · On-site

Client ServicesRisk ManagementMutual FundsDerivativesStrategic PlanningInterpersonal Communication+3

Forvis mazars in india

Tax Intern

Jun 2024Aug 2024 · 2 mos · New Delhi, Delhi, India · On-site

  • Thriving as an Accounting & Tax Intern at Forvis Mazars Delhi! I'm gaining invaluable experience in a dynamic environment. I streamlined document submissions for multinational clients like Mankind Pharma, ensuring accuracy and timely processing. My proficiency in Tally software facilitates efficient data entry and financial record management. I've also been involved in tax preparation, including Individual Tax Returns (ITRs), deepening my understanding of tax regulations. Analyzing company day books honed my analytical skills and contributed to accurate financial reporting. I'm excited to continue learning from experienced professionals and contribute meaningfully to the Forvis Mazars team.
Financial AccountingIncome TaxAnalytical SkillsCorporate TaxTax PreparationStrategic Planning+3

Ca parmod singhal and associates

Summer Intern

May 2023Jun 2023 · 1 mo · India · On-site

  • Practical knowledge about the usage of Tally Prime for accounting, GST, and ITR along with the E-filling of ITR.
Income TaxGoods and Services Tax (GST)AccountingTALLY

Enactus asmsoc nmims

Public Relations Executive

Sep 2021Jun 2022 · 9 mos

Data AnalyticsMarketing Budget ManagementCampaignsProject ManagementPublic RelationsCommunication+4

Rotaract club of nmims soc

Executive

Sep 2021Jun 2022 · 9 mos · Mumbai, Maharashtra, India

Data AnalyticsMarketing Budget ManagementBrand BuildingCampaignsPublic RelationsCommunication+3

Social responsibility forum

Public Relations Executive

Sep 2021Mar 2022 · 6 mos · Mumbai, Maharashtra, India

Data AnalyticsMarketing Budget ManagementBrand BuildingCampaignsPublic RelationsCommunication+5

Education

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

Bachelor of Commerce - BCom

May 2021May 2024

D.A.V public school sector 14 GURGAON

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