Dynamic financial services professional seeking a challenging role within a forward-thinking organization that fosters growth and innovation. Proven ability to engage effectively with clients from diverse backgrounds, building strong relationships through a friendly and adaptable approach. Expertise in wealth management, financial planning, and investment strategies drives a commitment to delivering exceptional client outcomes. Passionate about continuous learning and development, eager to leverage strengths to contribute meaningfully to team success.
► Actively handled documentation, reporting and filing of Merger and Acquisition.
► Preparation, proof reading and publishing of financial reports.
► Preparing and managing budgets for clients.
►Preparing mandatory accounting, financial and legal registers and reports for clients.
►Financial compliance reporting to Bombay Stock Exchange and National Stock Exchange.
► Monthly, half yearly and annually revising the budgets as per changes in the financial data.
►Digging new financial data through various sources(online & offline)
►Ensuring all legal compliances are followed by our clients.
►Preparing loan documents
►Coordinating with Banks for Loan agreements, sanctions, documentation and reporting.
► Create Budgets, forecast using matplotlib tool.
►Optimizing financial operations, making strategic financial decisions, and aligning financial goals with the client's overall objectives to ensure sustainable growth.
► Review, negotiate and draft a wide range of Customer and vendor financial agreements.
► Coordinated Corporate Annual General meeting, Statutory filings Financials Audits, Corporate Minutes book and Board Resolutions.
► Coordinated and supported all compliance related programs such as management reviews, financial compliance testing, financial reporting and financial trainings to ensure compliance with laws and regulations,
►Reporting and Filing Monthly, Quarterly and Yearly Compliances on Bombay Stock Exchange and National Stock Exchange for listed Companies.
► Monitoring and providing advice on new legislation and regulatory financial developments in relation to areas of Company law, Accounting laws, Banking laws, Corporate governance and Company secretarial practice and Financial Governance.
►Book-keeping and accountancy.
► Role in ensuring that Corporate Governance best practice standards are delivered.
► Maintaining minutes book and registers
► Conducted Statutory Audit
► Taxation registration(GST), Company incorporation.
► Trademark registrations
► Supported Food licensing, Fire and health licensing and other registrations required for start ups.
► Filing annual returns for LLP, Private as well as Public company
► Company accounting audit, Statutory secretarial audit, Compliance audit
Secretarial Practice License
Secretarial Practice License