Ratheesh T

Ratheesh T Email and Phone Number

Project Director at Carisma Solutions and Purple Quay - Wealth Management @ Carisma Solutions Private Limited
Chennai, TN, IN
Ratheesh T's Location
Chennai, Tamil Nadu, India, India
Ratheesh T's Contact Details

Ratheesh T work email

Ratheesh T personal email

n/a
About Ratheesh T

An MBA graduate in Finance with bachelor’s degree in computer science, having over ten Years of experience in representing the interests of Australian FINANCIAL PLANNING market in areas of admin tasks, Preparation of compliance documents and implementationI love what I do. I am always curious to travel with new technologies and innovations to listening and learning from others by ensuring a win -win relationship. My key professional attributes include the ability to build an excellent team by trusting the people and by making their life better through sharing ideas and strongly believe that “EXPERIENCE” is the best teacher which nobody can beat.

Ratheesh T's Current Company Details
Carisma Solutions Private Limited

Carisma Solutions Private Limited

View
Project Director at Carisma Solutions and Purple Quay - Wealth Management
Chennai, TN, IN
Employees:
460
Ratheesh T Work Experience Details
  • Carisma Solutions Private Limited
    Project Director At Carisma Solutions And Purple Quay - Wealth Management
    Carisma Solutions Private Limited
    Chennai, Tn, In
  • Carisma Solutions Private Limited
    Project Director At Carisma Solutions & Purple Quay - Wealth Management
    Carisma Solutions Private Limited Jul 2021 - Present
    Chennai, Tamil Nadu, India
    • Develops the strategic Project Plan with the team and manages the team’s performance • Responsible to secure acceptance and approval of deliverables of the projects. • Responsible for communication, including status reporting, risk management, escalation of issues and making sure the project is delivered in budget, on schedule, and within scope.• Acts as a vocal and visible champion, legitimizes the project’s goals and objectives, keeps abreast of major project activities, and is a decision-maker for the project.• Participate in project planning and the development of the Project Initiation Plan
  • Carisma Solutions Private Limited
    Financial Planning- Manager
    Carisma Solutions Private Limited Jan 2018 - Jun 2021
    Chennai, Tamil Nadu, India
    Job Profile:• Make sure Team performance, client delivery, quality and communications are accurate• Taking initiative for strengthening team performance• Working closely with Directors and Partners for adding new client engagements• Working with Human Resource department for hiring new associates• Helping clients in overcoming their problems• Trouble shooting• Owning responsibilities for trainees• Sharpening technical and leadership skills for teammates
  • Carisma Solutions Private Limited
    Financial Planning- Assistant Manager
    Carisma Solutions Private Limited Mar 2014 - Jan 2018
    Chennai, Tamil Nadu
    Job Profile:• Working closely with project Directors• Keep updated in preparation of compliance documents• Reviewing of compliance documents• Owning client responsibilities• Developing team according to client requirement
  • Carisma Solutions Pvt Ltd
    Senior Processor - Smsf & Financial Planning
    Carisma Solutions Pvt Ltd 2010 - Mar 2014
    Chennai
    Carisma Solutions - Enabling success of Accounting and Financial Advisory firms across Australia & New ZealandJob Profile:• Prepare sound financial plans to ensure clients meet their goals• Advise clients on current financial issues and make recommendations• Build relationships• Analyze clients’ financial statuses• Portfolio Management• Examine and suggest financial opportunities• Develop sound plans and budgets • Customize financial plans according to clients’ changing needs• Help clients implement their plans and carry out transactions• Present suitable financial products and services• Maintain updated knowledge of regulations, practices and financial products• Research and Analysis of Investments• Motivate team to meet client expectations• Manage conferences with clients and teamSoftware Exposures• BGL 360• APS Desktop Super• Class super• Bank Link• Xero • X Plan• Advisor Logic• C Cube• Share Point• Praemium
  • Renaissance Hotels
    Accountant
    Renaissance Hotels May 2008 - May 2010
    Cochin
    Renai Cochin, a landmark 4-star rated exclusive boutique hotel having many roots in hotel industry across Kerala.Job Profile:• Controlling the payroll• Producing an accurate set of month-end accounts, with comparisons to forecasts and previous periods• Preparing profit and loss accounts and the balance sheet for senior management• Assisting in preparing budgets and business planning, including projected room revenue• Reconciling bank statements• Ensuring legislation is followed regarding VAT and PAYE• Chasing late payments, reporting bad debts and keeping a careful eye on the cash flow

Ratheesh T Skills

Auditing Income Tax Accounting Cash Flow Accounts Softwares Corporate Finance Financial Planning Tax Management Accounting Account Reconciliation Tally Bgl Financial Accounting Handi Ledger Class Super Internal Controls Financial Analysis Desktop Super Supermate Tax Preparation Financial Reporting General Ledger Myob Tax Returns Banklink Financial Audits Internal Audit

Ratheesh T Education Details

  • University Of Calicut
    University Of Calicut
    Finance And Financial Management Services

Frequently Asked Questions about Ratheesh T

What company does Ratheesh T work for?

Ratheesh T works for Carisma Solutions Private Limited

What is Ratheesh T's role at the current company?

Ratheesh T's current role is Project Director at Carisma Solutions and Purple Quay - Wealth Management.

What is Ratheesh T's email address?

Ratheesh T's email address is ra****@****.com.au

What schools did Ratheesh T attend?

Ratheesh T attended University Of Calicut.

What skills is Ratheesh T known for?

Ratheesh T has skills like Auditing, Income Tax, Accounting, Cash Flow, Accounts Softwares, Corporate Finance, Financial Planning, Tax, Management Accounting, Account Reconciliation, Tally, Bgl.

Who are Ratheesh T's colleagues?

Ratheesh T's colleagues are Charan Kumar, Saritha M, Dinesh Raghul Rs, Naveen Krishna, Pavithra Arul, Ishrath Jahan S, Nagarajan P.

Not the Ratheesh T you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.