Dhruv Kaushal
Delhi
Summary
Results-driven finance professional with experience at Axis Max Life Insurance Limited, adept in financial analysis and reporting. Skilled in SAP and Microsoft Office Suite, I successfully managed daily cash inflows of INR 15 CR and prepared comprehensive analysis reports for regulatory compliance. Strong research abilities complement my analytical mindset.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Industrial Trainee - Investment & Finance
Axis Max Life Insurance Limited ( erstwhile " Max Life Insurance " )
Gurugram
07.2023 - 01.2025
- Processing and settlement of financial transactions.
- Managed daily cash inflows of approximately INR 15 CR for investments across equity, debt, and mutual funds.
- Analyzed and monitored daily investment exposure to industry, sector, and asset class for regulatory compliance using SAP and Excel.
- Prepared analysis reports for the Board, Committees, and Regulatory compliance reviews.
- Performing NAV calculations using SAP and Excel.
- Preparation of scheme financials for the company, ensuring accurate and timely reporting.
Article Trainee - Direct Taxation
Acupro Consulting Private Limited
Gurugram
01.2022 - 06.2023
- Preparation and computation of income tax returns for individuals, including corporate trusts.
- Preparation and filing of TDS/TCS returns for corporations.
- Drafting and submission of letters before the Income Tax Authorities.
- Liaisoning with GST officers for the revocation of the suspension of GST registration.
Education
Chartered Accountancy -
ICAI
CS Executive -
ICSI
06-2019
Higher Secondary - 73% -
DAV School
01-2016
Skills
- Microsoft Office Suite, SAP
- Financial analysis
- Research
Certification
Excel VBA Macros and Automate Excel
Timeline
Industrial Trainee - Investment & Finance
Axis Max Life Insurance Limited ( erstwhile " Max Life Insurance " )
07.2023 - 01.2025
Article Trainee - Direct Taxation
Acupro Consulting Private Limited
01.2022 - 06.2023
Chartered Accountancy -
ICAI
CS Executive -
ICSI
Higher Secondary - 73% -
DAV School
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