Lalit Mundhra

Co-Founder

Haora, West Bengal, India12 yrs experience
Highly Stable

Key Highlights

  • Founder of SEBI Registered Financial Services
  • 12 years of expertise in finance and taxation
  • Featured in major financial publications
Stackforce AI infers this person is a Financial Services expert with a focus on taxation and investment solutions.

Contact

Skills

Core Skills

FinanceTaxationCorporate Finance

Other Skills

BankingCredit RatingDirect TaxationIndirect TaxationGoods and Services Tax (GST)Financial ReportingAuditingFinancial AccountingInternal ControlsInternal AuditAccountingFinancial AnalysisTaxIncome TaxIFRS

About

I am helping people to Build Wealth through Stock Markets. About Me: A First generation Entrepreneur and A social Worker. Professional Journey: State Board with 80%+ in both Class X & XII B.COM Graduate from St. Xavier's College (74%) Chartered Accountant in 2012 Work Experience: Total 12 Years in Manufacturing Company with specialisation in Taxation, Accountancy & Finance. Journey from Senior Executive to AGM. Started in June 2024 my own Venture : "FINANCIAL SARTHIS" We are SEBI Registered Research Analysts who offer comprehensive services that cater to all your financial needs, providing a full spectrum of investment solutions. Just like the Sanskrit word ‘Sārathi’ (सारथि) means ‘Guide’ in English, We from “FINANCIAL SARTHIS” will mentor you in every financial pathway possible and illuminate the financial journey of your life with our knowledge and expertise with sheer diligence. FEATURED in Business Line, Economic Times & Financial Express You can Follow us on the following *Social Media Platforms* : Whatsapp : https://whatsapp.com/channel/0029VaQqvsZCcW4s8p8QGi2d Twitter : https://x.com/financialsarthi?t=9IXhyeEIFDfwwJ30MIv0mw&s=09 Telegram : https://t.me/financialsarthis Youtube : https://www.youtube.com/@financialsarthis Instagram : https://www.instagram.com/?hl=en Disclaimer: www.financialsarthis.com/disclaimer

Experience

Amrit cement limited

AGM - Finance & Accounts

Jul 2019Mar 2024 · 4 yrs 8 mos · Kolkata, West Bengal, India

  • Finance , Banking , credit rating , Direct Taxation and Indirect Taxation
FinanceBankingCredit RatingDirect TaxationIndirect TaxationTaxation

Cabcon india limited

Senior Manager

Jul 2013Jun 2019 · 5 yrs 11 mos · Greater Kolkata Area

  • Getting Credit Rating done from an External agency.
  • Preparation of Fund Flow for assessing Viability of Projects.
  • Financial Activities with respect to Cash Credit i.e. Preparation & Submission of monthly book debt & Stock statements.
  • Liasioning with Banks for Working capital, Channel Financing and various other purpose.
  • Finalisation of Accounts.
Corporate FinanceGoods and Services Tax (GST)

R.niwas & co

Chartered Accountant

Jan 2012Jun 2013 · 1 yr 5 mos

Education

St. Xavier's College (Autonomous), Kolkata

Bachelor of Commerce - BCom

The Institute of Chartered Accountants of India

CHARTERED ACCOUNTANT

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