Business & Startup Research Financial Markets Professional Networking Attending Workshops & Seminars
Abhay Modi
Business And Finance Associates
Bhopal
Summary
Results-driven Finance and Tax Consultant with over 8 years of experience advising startups and SMEs on financial strategy, taxation, and compliance. As the founder of a successful financial consultancy firm, expertise includes end-to-end services such as accounting, tax planning, regulatory compliance, and business advisory. Proven track record in designing and executing financial and business strategies that enhance profitability, optimize costs, and facilitate scalable growth. Strong proficiency in financial modeling, process optimization, and strategic decision-making ensures clients receive tailored solutions that drive sustainable success.
Overview
8
8
years of professional experience
1
1
Certification
2
2
Languages
Work History
Founder & CEO
Exitofinsure Business Solution LLP
Bhopal
01.2024 - Current
- Built and scaled a financial consultancy firm serving 10+ clients across SMEs and startups
- Advised business owners on financial strategy, improving profitability and cost efficiency
- Designed and executed tax planning strategies, reducing client tax liabilities by up to 10–20%
- Established financial reporting systems and internal controls for better decision-making
- Delivered financial workshops and advisory sessions on compliance and business growth
Self-Employed (Financial Consultant)
Exito Consultancy Services
Bhopal
11.2022 - 12.2023
- Developed and implemented financial strategies to increase revenue and optimize cost savings
- Spearheaded financial planning and analysis for long-term growth and profitability
- Established financial controls and monitoring systems to ensure effective decision-making
- Analyzed and evaluated financial performance of clients to identify areas for improvement
- Conducted workshops and prepared presentations on business initiatives
- Implemented tax strategies to minimize client liabilities
- Served 20+ clients including Johri Gold Palace, D & J Associates, DYD Events, and other SMEs
CA Article Associate & Junior Associate
Jayant Kothari and Co
Bhopal
12.2017 - 09.2022
- Managed accounting and tax compliance for 30+ clients across diverse industries
- Filed GST, TDS, and Income Tax returns with 100% compliance and timeliness
- Supported financial statement preparation and audit processes
- Developed financial models and assisted in investment analysis
- Managed payroll, salary structuring, and statutory compliance
Education
MBA - Executive – HR & Finance – Business Intelligence
LNCT University
Bhopal06.2021
Bachelor of Commerce -
Govt. Arts & Commerce College, BU University
Bhopal05.2018
CA – CPT -
ICAI
Bhopal06.2017
12th - Commerce
Kamla Nehru Hr. Sec. School
Bhopal02.2015
10th -
Kamla Nehru Hr. Sec. School
Bhopal02.2013
Skills
Financial accounting expertise
Tax planning and structuring proficiency
Business strategy consulting
Team leadership
Strategic planning
Project management
Marketing
Strategic thinking
Entrepreneurial and innovative
Business administration
Team building
Start-up operations
Financial administration
Policies and procedures development
Entrepreneurial leadership
Multitasking Abilities
Certification
Completed 3 years of Chartered Accountancy Articleship (2017–2022) with hands-on experience in accounting, taxation, audit, and regulatory compliance.
Interests
Timeline
Founder & CEO
Exitofinsure Business Solution LLP
01.2024 - Current
Self-Employed (Financial Consultant)
Exito Consultancy Services
11.2022 - 12.2023
CA Article Associate & Junior Associate
Jayant Kothari and Co
12.2017 - 09.2022
MBA - Executive – HR & Finance – Business Intelligence
LNCT University
Bachelor of Commerce -
Govt. Arts & Commerce College, BU University
CA – CPT -
ICAI
12th - Commerce
Kamla Nehru Hr. Sec. School
10th -
Kamla Nehru Hr. Sec. School
ADDITIONAL INFORMATION
Industries Served: Extensive experience working across diverse sectors including retail and trading, food and hospitality, jewellery and luxury retail, professional services, and startups and SMEs, providing tailored financial, taxation, and business advisory solutions.