Charchit Jain
Investment Associate
Mumbai
Summary
I am an Commerce graduate, worked as an Investment Associate, Mumbai. I possess comprehensive knowledge of Companies Act 2013, Direct & Indirect Taxation, finalization of Accounts, Private Debt and Equity Market. I have a proven track record of timely delivery and implementing innovative practices to improve efficiency and reliability.
Overview
7
7
years of professional experience
Work History
Investment Associate
GetVantage Tech Private Limited
Mumbai
08.2022 - Current
- Developed skills on analyzing the businesses for debt funding and learned new age debt products like Revenue Based Financing, Working Capital Demand Loan and other structures.
- Conduct sector research, industry research and company research in order to make detailed analysis reports for the Investment Committee to make an informed decision.
- Analyses new age businesses like Bira91, Bombay Shaving Company, Blu-Smart, Rage Coffee and among others based on the current and past market trends and fund them basis the strategies.
- Help conduct due diligence on prospective new investments
- Developed and presented detailed analysis of investment performance, and benchmark composition to evaluate investment strategies.
- Assessed and reported on performance attribution on monthly and quarterly bases.
- Coordinated with financial advisors to develop long-term investment strategies.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
Associate - Investment and Portfolio
MAVM Angel Network Private Limited (Mumbai Angels)
Mumbai
04.2021 - 08.2022
- Help conduct due diligence, Shareholders' Agreement finalizations on prospective new investments.
- Gather performance metrics from prospective companies and analyse them for onboarding onto the MA platform.
- Monitoring sector trends and track and analyse deals in the Angel Investing and Venture Capital space.
- Provided specialized financial planning support for Investors with diverse portfolios and individual needs.
- Created financial models to analyze and evaluate investment strategies.
- Collaborated with investors to develop customized investment portfolios.
- Monitored and updated financial plans to comply with investors goals.
Finance Manager
Marine Electricals India Limited
Mumbai
02.2020 - 10.2020
- Drafting of documents for ICRA rating and Bank Borrowings
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
- Created organizational structures to improve accounting and finance functions.
Article Trainee
KC Jain and Associates
Mumbai
02.2017 - 12.2019
- Statutory Audits of many public & private Entites in various
sectors such as Builders, Electricals, Oils and Refineries, Trusts, Chemicals, Textile. - Internal Audit of Filmcity (Mumbai)
- Tax Audits & Handling of Taxation Matters with Income Tax Department
- Other Assisgments - Physical Assets Verification, Indirect Taxations & Implementation of GST
Education
Chartered Accountant -
04.2001 -
CA- CPT - 62.5%
CA IPCC (Group 1) - 50%
B.Com -
04.2001 -
Schooling -
04.2001 -
Skills
MS Office
MIS Preparation and Coordination
Timeline
Investment Associate - GetVantage Tech Private Limited
08.2022 - Current
Associate - Investment and Portfolio - MAVM Angel Network Private Limited (Mumbai Angels)
04.2021 - 08.2022
Finance Manager - Marine Electricals India Limited
02.2020 - 10.2020
Article Trainee - KC Jain and Associates
02.2017 - 12.2019
Institute of Chartered Accountants of India - Chartered Accountant,
04.2001 -
MDSU - B.Com,
04.2001 -
AVS Public Senior Secondary School - Schooling,
04.2001 -
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