Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies
Languages
Additional Information
Timeline
Generic
HARISH SEERVI

HARISH SEERVI

Hosur

Summary

- Motivated and detail-oriented B.Com graduate with a strong interest in financial and business modeling. -A Resourceful Trader, Actively trading in Indian equity markets for over three years, demonstrating analytical and decision-making skills. Dedicated to raising profits through calculated risks and exceptional industry knowledge - Recently was also engaged in pursuing the Chartered Accountancy course (ca inter level) and gaining hands-on experience through internship training as well. - Proficient in Excel, Tally, and financial documentation, with strong communication and team collaboration abilities.

Overview

1
1
year of professional experience

Work History

Accountant Assistant

PSG Stones LLP
12.2024 - 05.2025
  • Answered phone calls regarding financial matters such as payments due.
  • Provided clerical support to all accounting professionals in department.
  • Organized office systems to maximize efficiency and completeness of records.
  • Greeted and directed visitors to appropriate personnel to foster welcoming atmosphere.
  • Documented business expenses and sales.
  • Took meeting notes to compose detailed summaries.
  • Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
  • Designed export strategies to meet project delivery requirements.
  • Compiled purchase orders to post international shipments in company logs.

CA Intern

VPJ & Associates
06.2024 - 08.2024
  • Assisted in GST return filing for 5 clients across various sectors.
  • Handled data entry and financial documentation.
  • Prepared journal entries and ledger accounts under supervision.
  • Developed and maintained courteous and effective working relationships.
  • Applied effective time management techniques to meet tight deadlines.
  • Skilled at working independently and collaboratively in a team environment.

Education

Bachelor of Commerce -

A.M. Jain College
Chennai
01.2022

CA FOUNDATION -

Institute of Chartered Accountants of India (ICAI)
Chennai, India
11-2021

Skills

  • Tally ERP proficiency
  • Excel data analysis
  • Team Management
  • Strong verbal communication
  • Equity Market Trading (Self-learned)
  • Invoice processing
  • Cost accounting
  • Journal entry posting
  • Financial analysis
  • Derivatives trading

Accomplishments

    Managed 20+ stocks, and investment portfolio overall risk and ensured an appropriate level of fund performance. Created multi-asset diversified portfolio, minimizing unsystematic risk and achieved targeted 15%+annual returns.

    Also gained experience in derivative market(option trading) by incurring huge profits and losses at times in nifty and Banknifty.

Hobbies

i always love to explore new places to enjoy the culture,tradition,food and language of people which trills my excitement to know what makes the place so special. At times i go for a drive and play music and sing along loud with it to kill my fear,anxiety and depression. I also like to play sports like kabaddi and badminton which helps me in understanding my opponents move and also builds a strong connection and understanding team's unity and ability to win

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
kanada
Beginner (A1)
marwadi
Bilingual or Proficient (C2)
Tamil
Upper intermediate (B2)

Additional Information

* projects on equity market (paper trading)

* Coordinated in a team of two to assess differences between Technical and Fundamental Analysis of equity market

* Identified the key benefits, overall risks and crucial factors to be considered while investing the amounts in securities

* Identified 5 best equity stocks which could maximise profits in short run (3 months)

* Grasped the modules of futures, option greeks, option strategies, and trading systems from Zerodha


Timeline

Accountant Assistant

PSG Stones LLP
12.2024 - 05.2025

CA Intern

VPJ & Associates
06.2024 - 08.2024

Bachelor of Commerce -

A.M. Jain College

CA FOUNDATION -

Institute of Chartered Accountants of India (ICAI)
HARISH SEERVI