CA Udayasree Veldi
CA
Hyderabad
Summary
Being passed in Chartered Accountancy would like to start my career in wealth management area to learn the organizations operations and serve it's clients.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate
Veldi Wealth Serv Llp
Hyderabad
09.2021 - Current
- Involved in drafting wills for the clients.
- Having some knowledge of financial markets and delivered personal financial solutions.
- Helped Veldi Wealth Serv llp to become from sole proprietary model to LLP model and handled various formalities of business in incorporating and handled various annual complainces
- Assessment, advisory and preparation of income tax returns to corporate and non corporates as a part of tax planning.
- Analysed factsheets of various AMC's and attented various training programs / seminars conducted by them.
- Certificated in Mutual fund distribution by NISM.
Article Assistant
Shriramnarayan & Associates, Chartered Accountants
Hyderabad
04.2017 - 05.2020
- Performed Statutory audits, internal audit and tax audits.
- Assisted in Preparation and presentation of financial statements as per schedule III of companies act, Generally Accepted Accounting Principles (INDAS) and other governing laws.
- Involved in Advisory, Assessment and preparation of E filing of Income tax returns of various clients being corporate and non corporates
- Prepared and filed various returns viz. GST, Income tax, TDS.
- Gst Registrations.
Education
CA - Accounting And Finance
Institute of Chartered Accountants of India.
Hyderabad05.2022
BCOM - Accounts And Finance
INDIRA GANDHI NATIONAL OPEN UNIVERSITY
Delhi06.2017
Skills
- MS offic
- SAP, Focus, Tally
- Google sheets
Languages
English
Upper intermediate (B2)
Telugu
Advanced (C1)
Hindi
Upper intermediate (B2)
Certification
- Mutual fund distrubution by NISM
Additional Information
Attending Yoga and health camps, Gardening, Cooking and playing outdoor games
Timeline
Associate
Veldi Wealth Serv Llp
09.2021 - Current
Article Assistant
Shriramnarayan & Associates, Chartered Accountants
04.2017 - 05.2020
CA - Accounting And Finance
Institute of Chartered Accountants of India.
BCOM - Accounts And Finance
INDIRA GANDHI NATIONAL OPEN UNIVERSITY
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