Profile
A Qualified CA .CS Finalist, Diploma (IFRS),UK Wealth & Risk Management advisor with Total 26 Year Experience inclusing 22 years of Corporate Experience in Accounts & Finance Management. at Thermax ,Godrej & Extensive Experience in Teaching at COEP,Scent Vincent College of Commerce ,Pune
PROFESSIONAL SYNOPSIS
- Expert in selection of consistent wealth creating investments based on Investor Risk Profile & Time Horizon of the Investor Financial Goals
- Managing Wealth of Rs.35 Cr. AUM of around 300 clients as on 30.9.26
- Expert in selection of consistent wealth creating investments based on Investor Risk Profile & Time Horizon of the Investor Financial Goals
- Qualified Chartered Accountant & Company Secretary (Inter) with 22 years’ post-qualification experience majorly in Manufacturing companies (Thermax & Godrej)
- Strong Finance and Tax background
- Conducted many Internal training programs on “Finance for Non-Finance”, ” Effective personal Tax Planning”, , “Effective personal Financial Management “ for last 10 years at Thermax
- Felicitated from Thermax MD for continuous 5 years for” Teach a Class “initiative with batch of “Gurus at Work “ (Effective contributor to the Learning & Development Initiative at Thermax )
- Felicitated from Thermax Chairperson for Finance Expert contributor -Thermax Quiz 2017
- Total about 26 years’ experience in the areas of Finance, Accounts & Taxation
CAREER ACCOLADES
- Highly contributive member of the organization with appreciations letters received from 3 Vice Presidents & the MD of Thermax Group & 2 Vice Presidents of Godrej Group
- Appreciation for Excellent & Informative MIS Reporting from VP (Finance) of Thermax Ltd. 2003
- Appreciation Letter for the Dedication, Energy & Result–Oriented Approach in the work by then Executive Vice-President, Thermax Limited (He is currently MD & CEO of Thermax Limited)
- Team Leader of Team winning runner-up position for Finance Trophy at Godrej for 2005-06
- Appreciation for the strict Financial & Credit control System at Godrej by VP (Finance)
- Appreciated by the Department Head for the co-ordination of the Companywide Corporate Sourcing Project on “Product Intelligence & Benchmarking against the competition “at Thermax Ltd. For FY’04
- Successful Flood Insurance claim settlement amounting to Rs.22 Lacs at Godrej for FY’06-07
ACADEMIC ACCOLADES
- All India 6th Merit Rank in CS Intermediate Exam in Dec’03.
- All India 50th Merit Rank in CA Foundation Exam in May’96.
- Rewarded Merit Scholarship from ICAI, New Delhi. In May’96
- Topper in 3 subjects in SSC Exam at N.M.V. School, Pune, March’92
ORGANIZATIONAL EXPERIENCE & JOB PROFILE :
- Max Your Wealth Management (June,2022- till date )
- Proficient in Financial review of Investment Opportunities for Wealth Maximization
- Expert in selection of consistent wealth creating investments based on Investor Risk Profile & Time Horizon of the Investor Financial Goals
- Divisional Finance Controller (Mar,2001-Jan,2005) & (Sept,2009 -May,2022)
- Actively involved in handling the financial activities & reporting to the CFO
- Well versed with the Corp. MIS, Budgeting, Audit & SBU Taxation
- Working knowledge of oracle-based accounting software “Oracle 11 i” & 12r
- Managing Funds for the SBU with Accounts Payable & Receivable
- Godrej Agrovet Ltd.(Godrej Group)&HSRIL(Manager-Finance(Jan,2005-Jan,2008 )
- Actively involved in handling the financial & Commercial activities & reporting to the Vice President
- Was Finance Head of a business unit (SBU) for the Maharashtra Region with a turnover of about Rs.100 Crores with 9 processing units(Factories).
- Mentored a team of 15 Finance Officers & Executives.
| Qualification / Course | Institute / University | Year |
|---|---|---|
| Risk Management & Insurance Advisor | Insurance Institute of India | 2023 |
| Mutual Funds Distributor (Advisor) | National Institute of Financial Management (NISM) | 2022 |
| IFRS Diploma | AACA, London | 2018 |
| Certificate Course in “Forensic Accounting & Fraud Investigation” | Gujarat Forensic Sciences University & CDMI (Mumbai) | 2018 |
| C.S. (Inter) | ICSI, New Delhi | 2003 |
| C.A. | ICAI, New Delhi | 2000 |
| M. Com. | University of Pune | 2000 |
| B. Com. | University of Pune | 1998 |
