Arpit Patni
Ajmer
Summary
Chartered Accountant and CFA Level II aspirant with over 4 years of corporate experience, currently at Grant Thornton LLP. Skilled in statutory audits of leading AMCs and mutual funds, with exposure to fund management operations, portfolio management, AIF structures, and investment advisory services. Experienced in IPO listing transactions, including DRHP/RHP filings, and capital market regulations. Strong foundation in financial analysis, valuation techniques, and investment strategies through CFA curriculum, complemented by Chartered Accountancy expertise in auditing, regulatory compliance, and financial reporting. Passionate about leveraging technical expertise and market insights to excel in investment banking and financial markets.
Overview
5
5
years of professional experience
Work History
Senior Consultant
Grant thornton bharat LLP
MUMBAI
04.2024 - Current
- Managed statutory audits for leading asset management companies, including ICICI Prudential AMC, PGIM India Mutual Fund, and ICICI Ventures, overseeing operations across fund management, portfolio management, AIF management, and investment advisory services.
- Gained exposure to large IPO transactions (₹10,000 Cr), understanding listing processes, and capital market regulations by assisting in drafting and reviewing the DRHP and RHP, ensuring compliance with SEBI and the Companies Act requirements. Performed financial due diligence, validated disclosures on financial statements, risk factors, and business overview, certified financial information, and ensured the accuracy of historical financials and key ratios for the prospectus.
- Led statutory audit and quarterly limited reviews of FirstCry (Brainbees Solutions Ltd.), managing work allocation within the team, ensuring quality deliverables, and meeting stringent deadlines. Oversaw coordination among team members to maintain efficiency and compliance with auditing standards.
Articled Assistant
Grant thornton bharat LLP
MUMBAI
04.2021 - 04.2024
- Conducted statutory audits for clients including Nazara Technology and Atos Syntel Entities, ensuring compliance relevant accounting and auditing standards.
- Supported audit planning and execution, emphasizing risk assessment and evaluation of internal controls.
- Collaborated with cross-functional teams to provide comprehensive financial insights and actionable solutions.
Education
Level 2 Aspirant -
CFA Institute
10-2025
Chartered Accountant -
ICAI
05-2024
Higher Education - 93%
MPS Ajmer
04-2019
Skills
- Financial analysis and valuation: expertise in analyzing financial statements, building valuation models
- Accounting & Regulatory Knowledge: Strong understanding of IFRS, Ind AS, SEBI regulations, Companies Act etc
- Excel and financial modeling: advanced proficiency in MS Excel, scenario analysis, etc
- Team leadership: experience in managing audit teams, delegating tasks, and ensuring high-quality deliverables
- Project management: ability to plan, organize, and execute complex engagements under strict deadlines
Accomplishments
Secretary, Student Council, CIRC
Timeline
Senior Consultant
Grant thornton bharat LLP
04.2024 - Current
Articled Assistant
Grant thornton bharat LLP
04.2021 - 04.2024
Level 2 Aspirant -
CFA Institute
Chartered Accountant -
ICAI
Higher Education - 93%
MPS Ajmer