At Indrani Banerjee & Associates, my focus is on delivering strategic financial solutions that empower businesses and individuals across diverse sectors. With a blend of proficiency in financial risk management and analytical acumen, my practice thrives on improving processes and driving fiscal discipline.Our mission is to optimize financial performance and manage risks effectively, ensuring clients achieve their objectives. Leveraging my role as a Chartered Accountant Registered Valuer and SEBI Registered Investment Advisor, I am committed to providing comprehensive advisory services that range from income tax to financial planning and asset allocation. This dedication to excellence has been the cornerstone of a career that actively contributes to the financial well-being of our clients.Our service portfolio includes financial planning and investment advice, income tax preparation and filing services for individuals and CFO services, company incorporation services, accounting services, and compliance services (TDS, GST, etc.) for businesses.
Wealth Beacon Investment Advisors Pvt. Ltd
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Director And Principal OfficerWealth Beacon Investment Advisors Pvt. LtdBengaluru, Ka, In
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OwnerIndrani Banerjee & Associates Oct 2019 - PresentBengaluru, Karnataka, India
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Self EmployedFreelance Nov 2016 - Sep 2019Bangalore/KolkataPrincipal Consultant (Protiviti) - Internal Audit of listed companies Ace Trust In Solutions - Financial Consultant with AI start up
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Finance ManagerWells Fargo Mar 2014 - Oct 2016BangaloreEntrusted with the responsibility of driving financial discipline among the people managers. Which meant carving out P&Ls at team levels, measuring against budgeted numbers, tracking headcount growth (committed vs actual), cost recovery from parent organisation, spend governance, benchmarking among peer groups. -
India Customer Operations ManagerHewlett-Packard Nov 2009 - Feb 2014Bengaluru, Karnataka, IndiaDesigned a model where the operations team would step up as shadow sales representatives and move closer to the customer to enable smoother order booking, thus eliminating the possibility of invalid orders and avoiding revenue leakage. In addition, the team also took up the responsibility of renewing orders by calling customers, allowing Sales team to focus on high value customers. This model was further refined and implemented across the region. -
Financial AnalystReuters Jan 2008 - Nov 2009Bengaluru, Karnataka, IndiaFinance Business Partner for Asia Text Editorial (Reuters). My stakeholder was the MD of Asia Text Editorial and my primary responsibility was to enable him to be on budget and deliver on the savings target. -
ManagerGenpact Aug 2004 - Dec 2007FP&A for GE O&G, Risk Audit for GE Commercial Finance -
ExecutiveAditya Birla Management Corporation Pvt Ltd Jun 2004 - Aug 2004Kolkata, West Bengal, IndiaProprietary & Internal Audit of group companies -
Junior Research AnalystZacks Investment Research Aug 2003 - Jun 2004Kolkata, West Bengal, IndiaEquity research for companies listed in NYSE & NASDAQ
Indrani Banerjee Education Details
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Accounting And Finance -
Cfa InstituteInvestment Analysis & Management -
Insolvency And Bankruptcy Board Of IndiaAccounting And Finance
Frequently Asked Questions about Indrani Banerjee
What company does Indrani Banerjee work for?
Indrani Banerjee works for Wealth Beacon Investment Advisors Pvt. Ltd
What is Indrani Banerjee's role at the current company?
Indrani Banerjee's current role is Director and Principal Officer.
What schools did Indrani Banerjee attend?
Indrani Banerjee attended The Institute Of Chartered Accountants Of India, University Of Calcutta, Acca, Cfa Institute, Insolvency And Bankruptcy Board Of India.
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Indrani Banerjee
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