I am Rajeev Bhatia, Founder and CEO of Yagya Financial and Wealth Creation Hub. π About Yagya Financial and Wealth Creation Hub πAt Yagya Financial, we're more than just a financial advisory firm β we're your trusted partner in wealth creation and financial success. Our mission is to empower individuals, families, and businesses to build, grow, and preserve their wealth through strategic planning, innovative solutions, and unwavering commitment to excellence.Our comprehensive suite of services includes:π Investment Management: We offer tailored investment strategies designed to optimize returns while managing risk, helping our clients achieve their financial objectives with confidence.πΌ Retirement Planning: Whether you're just starting your career or nearing retirement age, our retirement planning experts will work with you to develop a personalized roadmap for a secure and fulfilling retirement.π° Wealth Management: From asset allocation to estate planning, we provide comprehensive wealth management solutions to protect and grow your assets for future generations.π Risk Management: We understand the importance of protecting what matters most. Our risk management strategies are designed to safeguard your financial well-being against unforeseen events.π Financial Education: Knowledge is power. We're dedicated to empowering our clients with the financial education and resources they need to make informed decisions and take control of their financial future.At Yagya Financial, we're committed to delivering exceptional service, unparalleled expertise, and measurable results. Let's embark on this journey together and build a brighter financial future, one step at a time.
Shroff Gonsalves & Dalia, Chartered Accountants
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PartnerShroff Gonsalves & Dalia, Chartered AccountantsNew Delhi, Dl, In
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ProprietorRajeev Bhatia And Company - Chartered Accountants Aug 2024 - PresentDelhi, India
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PartnerShroff Gonsalves & Dalia, Chartered Accountants Dec 2023 - PresentMumbai, Maharashtra, India
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Founder And CeoYagya Financial And Wealth Creation Hub Oct 2023 - Present
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General Manager (Finance & Accounts)Unipatch Rubber Limited Dec 2015 - Aug 2024Β· Since December, 2015 I am working with Unipatch Rubber Limited at their Corporate Office in New Delhi as General Manager (Finance & Accounts).Β· I am responsible for their Administrative jobs as well as the full Financing, Accounting, Budgeting, Auditing and Treasury functions.Β· I am reporting directly to Sr. VP (Finance & Accounts).Β· We have a network of 6 Sales Offices and 3 plants all over India, and I am heading all the relevant finance and accounts related functions of the company.
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Paid Chartered AccountantSp Chopra & Co. Jan 2015 - Nov 2015Β· Since December, 2015 I am working with Unipatch Rubber Limited at their Corporate Office in New Delhi as General Manager (Finance & Accounts).Β· I am responsible for their Administrative jobs as well as the full Financing, Accounting, Budgeting, Auditing and Treasury functions.Β· I am reporting directly to Sr. VP (Finance & Accounts).Β· We have a network of 6 Sales Offices and 3 plants all over India, and I am heading all the relevant finance and accounts related functions of the company.
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Finance ControllerSkab Group Of Companies Jul 2010 - Dec 2014Β· Performing analytical review of financial statements and evaluation of internal control systems for carrying out Internal / Statutory/ Tax AuditsΒ· Preparing Audit Reports and making recommendations in order to ensure that accounts are prepared and maintained in conformance to statutory obligations.Β· Preparing tax plans and ensuring timely assessment and filing of direct/ indirect tax returns in compliance with Income Tax, Service, VAT and Sales Tax Act.Β· Handling all matters relating to Income Tax, Sales Tax, VAT, Service Tax, such as filing statutory returns, attending assessment and obtaining order in favour of the company.
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Assistant Manager β FinanceUnipatch Rubber Limited Nov 2005 - May 2009Β· I am responsible for their Administrative jobs as well as the full Financing, Accounting, Budgeting, Auditing and Treasury functions.Β· I am reporting directly to Sr. VP (Finance & Accounts).Β· We have a network of 6 Sales Offices and 3 plants all over India, and I am heading all the relevant finance and accounts related functions of the company.
Rajeev Bhatia Education Details
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Business/Commerce, General, Accountancy, Taxation -
IcaiChartered Accountant -
Delhi UniversityB.Com (Hons)
Frequently Asked Questions about Rajeev Bhatia
What company does Rajeev Bhatia work for?
Rajeev Bhatia works for Shroff Gonsalves & Dalia, Chartered Accountants
What is Rajeev Bhatia's role at the current company?
Rajeev Bhatia's current role is Partner.
What schools did Rajeev Bhatia attend?
Rajeev Bhatia attended Institute Of Chartered Accountants Of India, Icai, Delhi University.
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Rajeev Bhatia
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