Piyali Parashari — Co-Founder
With over 15 years of experience as a Chartered Accountant and Management Accountant, I founded Investment Beta, a finance consultancy and education platform, in 2022. My mission is to simplify financial concepts and help people achieve their financial goals, whether it is wealth building, investment, insurance, tax planning, or debt management. As a finance educator and advisor, I share my expertise and insights on the latest trends in the stock market, mutual fund investments, money management, and more. I also provide 1:1 guidance and online courses for individuals and businesses who want to learn more about financial literacy and smart decision making. I leverage my previous experience in treasury management, accounting software, and online taxation for various big MNCs to deliver quality and customized solutions for my clients and students.
Stackforce AI infers this person is a Financial Consultant with expertise in investment strategies and financial education.
Location: National Capital Region, Philippines
Experience: 13 yrs 8 mos
Skills
- Financial Advisory
- Investment
- Taxation
- Cloud Accounting
- Management Accounting
- Digital Accounting
- Treasury Management
Career Highlights
- Founder of Investment Beta, a finance consultancy.
- Expert in simplifying complex financial concepts.
- Over 15 years of experience in finance and accounting.
Work Experience
Investment Beta
Founder (3 yrs 6 mos)
Tata Consultancy Services
Functional Consultant (3 yrs 11 mos)
Consulting Services
Chartered Accountant (9 yrs 11 mos)
Pfizer
Assistant Manager (1 yr 3 mos)
Vedanta Resources Limited
Assistant Manager (3 yrs)
BOC Gases India Limited
Finance Executive (2 yrs)
Education
Chartered accountant at The Institute of Chartered Accountants of India
Cost and Management Accountant at Institute of Cost Accountants of India
