Yogesh Thakkar

Yogesh Thakkar Email and Phone Number

Founder - Vibhum Wealth @
Yogesh Thakkar's Location
Mumbai, Maharashtra, India, India
About Yogesh Thakkar

With Vibhum Wealth, I intend to use my experience of more than 20 Years to help my Clients achieve Financial Wellbeing, Accomplish all their Life Goals, become Stress Free about Money and have a Feeling of Financial Freedom.

Yogesh Thakkar's Current Company Details
Vibhum Wealth

Vibhum Wealth

Founder - Vibhum Wealth
Yogesh Thakkar Work Experience Details
  • Vibhum Wealth
    Founder
    Vibhum Wealth Aug 2020 - Present
    Mumbai, Maharashtra, India
    - Equities and Options- Comprehensive Financial Planning- Tax Saving & Planning- Tax Compliance & Assessment- Retirement Planning- Portfolio Management- Insurance - Life, Health & General - Financial Health Checkup & Streamlining- Budgeting & Loan Management- Goal planning- Will & Succession Planning
  • Motisons Group
    Head Of Finance
    Motisons Group Jul 2009 - Aug 2020
    Mumbai, Maharashtra, India
    Leading the overall Finance Function for the organisation handling the below activities:-- Managing Investment Portfolio of the entire group, which included Mutual Fund Investments, Investment in Futures & Options & Margin Funding requriements thereof- Managing all Income Tax Compliances and Representations upto High Court- Handling Working Capital requirements - Managing relationships with financial institutions on behalf of the group - Independently Handling… Show more Leading the overall Finance Function for the organisation handling the below activities:-- Managing Investment Portfolio of the entire group, which included Mutual Fund Investments, Investment in Futures & Options & Margin Funding requriements thereof- Managing all Income Tax Compliances and Representations upto High Court- Handling Working Capital requirements - Managing relationships with financial institutions on behalf of the group - Independently Handling Income Tax Assessments and Investigations - Introduced and successfully managed Buyers Credit requirements for the Import business- Managing additional responsibility of heading the Admin department Show less
  • Motisons Group
    Senior Account Manager
    Motisons Group Jul 2004 - Jun 2009
    Responsibilities included:-- Finalisation upto Balance Sheet- Liasoning with Statutory Auditors- Compliance with Stock Exchanges- Handling Statutory compliances with Ministry of Corporate Affairs
  • Motisons Group
    Account Manager
    Motisons Group Oct 2003 - Jun 2004
    Mumbai, Maharashtra, India
    As the Account Manager for the organisation, i was responsible for handling day to day accounting activities.

Yogesh Thakkar Skills

Portfolio Management Stocks Investments Accounting Funding Finance Investigation Capital Statutory Compliances Account Management

Yogesh Thakkar Education Details

Frequently Asked Questions about Yogesh Thakkar

What company does Yogesh Thakkar work for?

Yogesh Thakkar works for Vibhum Wealth

What is Yogesh Thakkar's role at the current company?

Yogesh Thakkar's current role is Founder - Vibhum Wealth.

What schools did Yogesh Thakkar attend?

Yogesh Thakkar attended The Institute Of Chartered Accountants Of India.

What skills is Yogesh Thakkar known for?

Yogesh Thakkar has skills like Portfolio Management, Stocks, Investments, Accounting, Funding, Finance, Investigation, Capital, Statutory Compliances, Account Management.

Not the Yogesh Thakkar 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.