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Sanjeet
Mutual Fund Intern
Contato
Competências
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.
Formação acadêmica
Resumo
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.
Principais conquistas
- 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.
Experiência
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.,...