Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Harshal Malpure

Linkedin.com/in/harshal36

Summary

Results-driven Articleship Trainee specializing in Transfer Pricing, Income Taxes and Investments. Proven expertise in benchmarking studies and compliance documentation, with a strong focus on analytical thinking and stakeholder management.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Article Assistant

Akshay Rane and Associates
Nashik
10.2023 - 02.2025
  • Facilitated income tax planning, ITR filing, and litigation processes.
  • Conducted portfolio reviews, implementing rebalancing strategies to optimize asset diversification.
  • Utilized Advisorkhoj, Screener, Morningstar, and RBI Retail Direct for comprehensive investment research.

Articleship Trainee

Grant Thornton Bharat LLP
Pune
02.2023 - 09.2023
  • Conducted benchmarking studies for entities across sectors, including IT, ITeS, OEM manufacturing, and Healthcare.
  • Utilized Capitaline and Prowess databases for comprehensive financial and peer analysis.
  • Prepared transfer pricing documentation, ensuring compliance with Form 3CEB and Master File (Form 3CEAA).
  • Assisted in advisory services to align businesses with transfer pricing guidelines and regulations.

Education

Bachelor's in Commerce (Accounts And Finance) -

Indira Gandhi National Open University
02-2026

Chartered Accountancy -

Institute of Chartered Accountants of India

Skills

  • Competitive & Collaborative Stakeholder Management Solution Oriented Approach
  • Budgeting & Forecasting Investment Screening Portfolio Management

Certification

  • Chartered Financial Analyst (CFA) Level 2 Due in Nov 25
  • Chartered Alternative Investment Analyst (CAIA) Both Levels Cleared
  • Financial Risk Manager (FRM) Both Levels Cleared
  • NISM - Equity Derivatives (VIII) and Research Analyst (XV)
  • NCFM - Private Equity and Venture Capital (PEVC) Module

Affiliations

  • U-14 State Level Football Player
  • U-17 District Level Shotput Athlete
  • Engaged in Powerlifting

Timeline

Article Assistant

Akshay Rane and Associates
10.2023 - 02.2025

Articleship Trainee

Grant Thornton Bharat LLP
02.2023 - 09.2023

Bachelor's in Commerce (Accounts And Finance) -

Indira Gandhi National Open University

Chartered Accountancy -

Institute of Chartered Accountants of India

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Harshal Malpure