Key AchievementsLed an investment meeting in presence of top management (only 1 amongst team of 5 members), with a listed Tech-Infra CompanyEngaged in private meetings with 10+ management teams of SME listed companies and created questionnaires specific to each meetingFinancial Modeling & ValuationDeveloped 75+ financial models of SME listed entities, employing reasonable industrial and company Forecasting assumptions.56/60 stock recommendations have shown an average of 40% upside since discoveryParticipated in 150+ conference calls with managements from wide range of sectors including Defense, Power, Infrastructure,Manufacturing, Technology, Metals, Chemicals & various others, gathering significant information to support decision-making processAnalysis & ReportingAssembled and Assessed 200+ Research Reports based on Annual Reports, Quarterly Updates and discussions with ManagementsParticipated in 20+ IPO meetings with top management of companies, gathering valuable insights to make detailed Research ReportsTeam BuildingPresented 4 comprehensive presentations for companies in the Defense and Infrastructure sectors, addressing top-level managementwithin the organizationRecognized as the Best Presenter in a 'Weekly Presentations' sessions

Key Achievements:-Rated Exceptional for 2 years in a row and was offered Pre-Placement Offer (Top 2% of all the articles in firm)-Awarded ‘Best Article of the Quarter’ twice for leading end-to-end audits for 3 private clientsPresented to CEO & senior management of client company, among only 2 articled assistants in the firm history to get the opportunity Valuation & Project Analysis:-Accelerated strategic expansion (₹100+ crore investment) decisions for a leading online travel aggregator platform-Evaluated 2 target companies for acquisition by creating reformed P&L analysis model and due diligence-Handpicked by Partner for client presentations to senior management in second year, typically done by final-year articlesAudit & Assurance:-Identified operational efficiencies to saving 10-15% costs for clients (Pharmaceutical, Diamond, Footwear & Textile Industries)-Advised client team to develop a management reporting tool, later used by the Board for risk & performance measurement-Led 4-member team in auditing mid-sized companies (avg. ₹50cr revenues) delivering financial statements & asset valuations-Saved ~40 hours on certain audits generating ~₹25K saving/audit by spearheading the in-house use of a journal entry testing toolTaxation:-Generated tax savings of ~₹3.5 lakhs by formulating Taxation strategies and drafting IT appeals -Assisted principal in resolving tax ambiguities regarding applicability of section and analyzing provisions as per facts of the case-Filed 110+ income tax returns for diverse client base ranging ₹1 lakhs - ₹70 crore of total incomeTeam Building:-Mentored two junior article trainees focusing on audit & taxation methodologies and soft skills -Introduced weekly ‘Taaza Khabar’ sessions enabling dialogue across verticals (valuation, audit, tax) & being updated with current affairs

-Audited NSE listed (₹500+ Cr revenue) clients in Plastic, Textile and Real Estate sectors-Raised a Red Flag in accounting caused due improper conversion ratio being applied in foreign exchange of ₹80 Cr -Recognized by Principal for independently handling & presenting audit for large client in real estate sector-Managed high-risk audit areas including revenue recognition, depreciation, and consolidation of financial statement-Prepared working papers, reports and supporting documentation for audit findings obtained during Audit procedure

-Evaluated new product launch (₹20 lakhs) by building financial projection model forecasting future revenues & performing P&L analysis.-Analyzed account information and reconciled financial discrepancies to maintain records integrity and compliance-Quickly and accurately processed payments, credits and other transactions using company software applications