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Sanjeet
Mutual Fund Intern
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Competencies
Performed mutual fund and NAV analysis, assessing risk-return profiles to support investment decisions.
Prepared and verified financial statements, maintained audit files, and ensured regulatory compliance.
Built valuation models (DCF/FCFF) and financial projections to support investment evaluation.
Handled ITR filings, GST/TDS compliance, and reviewed Tally Prime entries for accuracy.
Proficient in MS Excel, Tally Prime, Winman ITR, and financial research tools used in fund and audit analysis.
Education
Summary
Detail-oriented finance professional experienced in mutual fund analysis, financial modeling, and audit preparation. Skilled in compliance, valuation, and financial statement drafting, supporting investment decisions and regulatory adherence.
Key Achievements
- Assisted in evaluating mutual fund schemes and SIP portfolios, gaining hands-on experience in fund analysis.
- Prepared financial statements, including P&L, Balance Sheet, and schedules, supporting audit processes.
- Handled ITR filings and GST/TDS compliance, ensuring accuracy and adherence to regulations.
Experience
MUTUAL FUND INTERN
Assisted in evaluating mutual fund schemes and SIP portfolios., Analyzed NAV trends, fund categories, risk-return profiles., Client portfolio preparation and KYC documentation.
AUDIT ASSISTANT
Prepared P&L, Balance Sheet, and schedules in Winman., Handled ITR filings for Individuals, LLPs, Firms, Companies., Performed vouching, ledger scrutiny, bank reconciliation., Assisted in GST/TDS workings, AIS/26AS review., Verified Tally Prime entries and drafted financial statements.,...