Ca Aneesh Kelkar , Cfa

Ca Aneesh Kelkar , Cfa Email and Phone Number

CA I CFA I Private Wealth Management I
Ca Aneesh Kelkar , Cfa's Location
Pune, Maharashtra, India, India
Ca Aneesh Kelkar , Cfa's Contact Details

Ca Aneesh Kelkar , Cfa personal email

About Ca Aneesh Kelkar , Cfa

Dynamic and results-driven Wealth Manager with 6+ years of experience in the Wealth Management industry, specializing in High Net Worth and Ultra High Net Worth portfolios. My unique blend of financial expertise, stemming from my qualifications as a Chartered Accountant and a Chartered Financial Analyst, allows me to understand complex financial landscapes and navigate them efficiently.In my career, I have had the privilege to manage significant portfolios and develop robust client relationships built on trust, transparency, and mutual respect. My keen understanding of global financial markets, coupled with strategic investment decision-making, has enabled my clients to achieve their financial objectives and enhance their wealth over time.Committed to lifelong learning, I'm always on the lookout for the latest industry trends, keen to harness new ideas and innovative strategies to serve my clients better. Whether it's optimizing asset allocation, conducting risk assessment, or planning for long-term wealth preservation and growth, my focus is on providing tailored solutions that align with my clients' unique financial goals and life circumstances.

Ca Aneesh Kelkar , Cfa's Current Company Details

CA I CFA I Private Wealth Management I
Ca Aneesh Kelkar , Cfa Work Experience Details
  • Scripbox
    Associate Vice President
    Scripbox Jan 2023 - Jul 2024
    Pune, Maharashtra, India
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  • Wealth Managers (India) Pvt Ltd
    Manager - Family Office Solutions
    Wealth Managers (India) Pvt Ltd Nov 2020 - May 2023
    Pune
    View
  • Wealth Managers (India) Pvt Ltd
    Manager - Speciality Products
    Wealth Managers (India) Pvt Ltd Dec 2018 - Dec 2020
    Pune Area, India
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  • Wealth Managers (India) Pvt Ltd
    Research Analyst - Speciality Products
    Wealth Managers (India) Pvt Ltd Nov 2017 - Dec 2018
    Pune
    View
  • San Corporate Advisors Pvt. Ltd.
    Intern - Mergers & Acquisitions
    San Corporate Advisors Pvt. Ltd. May 2017 - Oct 2017
  • S.V. Bapat & Co
    Article Assistant
    S.V. Bapat & Co 2013 - 2016
    Pune Area, India
    Worked with teams of experienced professionals throughout Articleshipand led the team of co-workers, as needed, in the following: Statutory Audit assignments of Private Limited Companies & Public Limited Companies Tax Audit assignments of Partnership Firms, Educational and Medical Trusts SEBI Audit of a wealth management company Other Audit assignments like Bank Audit, Stock Audit, VAT Audit, etc. Computation and filing of tax returns of Individual Assessees… Show more Worked with teams of experienced professionals throughout Articleshipand led the team of co-workers, as needed, in the following: Statutory Audit assignments of Private Limited Companies & Public Limited Companies Tax Audit assignments of Partnership Firms, Educational and Medical Trusts SEBI Audit of a wealth management company Other Audit assignments like Bank Audit, Stock Audit, VAT Audit, etc. Computation and filing of tax returns of Individual Assessees Drafting of Certificates and Reports Assisted for Income Tax Assessments Accounting in Tally ERP Show less

Ca Aneesh Kelkar , Cfa Skills

Finance Financial Audits External Audit Statutory Audit Microsoft Office Microsoft Excel Direct Taxation Stock Market Personal Income Tax Returns Corporate Finance Public Finance Accounting Financial Accounting Generally Accepted Accounting Principles Cost Accounting Statutory Accounting Auditing Financial Statement Auditing Tax Audits Indirect Taxation Taxations Hedging Stock Market Analysis Tally Erp Microsoft Word Income Tax Public Speaking Public Relations Budgeting

Ca Aneesh Kelkar , Cfa Education Details

Frequently Asked Questions about Ca Aneesh Kelkar , Cfa

What is Ca Aneesh Kelkar , Cfa's role at the current company?

Ca Aneesh Kelkar , Cfa's current role is CA I CFA I Private Wealth Management I.

What is Ca Aneesh Kelkar , Cfa's email address?

Ca Aneesh Kelkar , Cfa's email address is an****@****ail.com

What schools did Ca Aneesh Kelkar , Cfa attend?

Ca Aneesh Kelkar , Cfa attended Cfa Institute, Association Of International Wealth Management Of India (Aiwmi), The Institute Of Chartered Accountants Of India, Acca, Brihan Maharashtra College Of Commerce, Brihan Maharashtra College Of Commerce, Brihan Maharashtra College Of Commerce, National Institute Of Securities Markets (Nism), National Institute Of Securities Markets (Nism), Abhinava Vidyalaya English Medium School.

What skills is Ca Aneesh Kelkar , Cfa known for?

Ca Aneesh Kelkar , Cfa has skills like Finance, Financial Audits, External Audit, Statutory Audit, Microsoft Office, Microsoft Excel, Direct Taxation, Stock Market, Personal Income Tax Returns, Corporate Finance, Public Finance, Accounting.

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