Summary
Overview
Work History
Education
Skills
Custom
Timeline
Generic
Kranee Sethiya

Kranee Sethiya

Mumbai

Summary

Results-driven finance professional seeking a challenging position in Portfolio Management Services, where I can leverage my analytical expertise, market knowledge, and strategic decision-making skills to manage investment portfolios, optimize returns, and support clients in achieving their financial goals. Committed to delivering data-driven investment solutions, with a focus on risk management, performance analysis, and long-term value creation.

Overview

9
9
years of professional experience

Work History

Wealth Manager

Bonanza Portfolio Limited
Mumbai
01.2024 - Current
  • Assisted in managing multi-asset portfolios for high-net-worth individuals and institutional clients, with assets under management exceeding ₹500 crore.
  • Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
  • Utilized industry software programs to analyze complex data quickly for accurate results in a timely manner.
  • Organized seminars and workshops to educate clients about different aspects of investing and managing finances effectively.
  • Monitored performance of existing investments and recommended changes when necessary.
  • Communicated regularly with clients regarding any changes or updates in the status of their investments.
  • Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
  • Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
  • Developed long-term relationships with clients through regular meetings and reviews of their investments.
  • Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.

Free Lancing

Self Employed
Mumbai
08.2022 - 12.2023
  • Assisted clients in bookkeeping and the finalization of books of accounts, ensuring accuracy and compliance with applicable standards.
  • Supported clients in the computation of advance tax and income tax liabilities, contributing to timely and accurate tax filings.
  • Provided assistance in optimizing tax liabilities across direct and indirect taxes, helping clients minimize tax exposure while remaining compliant.
  • Participated in the analysis of mutual fund investments to support the maximization of returns, tailored to client risk profiles, and financial goals.

Taxation Manager

Aarav Advisors
Mumbai
09.2022 - 03.2023
  • Led end-to-end direct and indirect tax compliance, including the preparation and review of tax returns, tax audits, and statutory filings for corporate and individual clients.
  • Strategized and implemented tax planning measures to optimize tax liabilities, ensuring compliance with applicable laws, while achieving financial efficiency.
  • Managed advance tax computation, TDS (Tax Deducted at Source) reconciliations, and annual income tax filings across multiple entities.
  • Liaised with tax authorities during assessments, scrutiny cases, and appeals, effectively managing client representation and documentation.
  • Collaborated with finance and accounting teams to ensure smooth month-end and year-end closures, with respect to tax provisions and reporting.

Executive Taxation and Planning

Validus Wealth Management Limited
Mumbai
08.2021 - 08.2022
  • Led end-to-end direct and indirect tax compliance, including preparation and review of tax returns, tax audits, and statutory filings for corporate and individual clients.
  • Strategized and implemented tax planning measures to optimize tax liabilities, ensuring compliance with applicable laws while achieving financial efficiency.
  • Managed advance tax computation, TDS (Tax Deducted at Source) reconciliations, and annual income tax filings across multiple entities.
  • Advised clients on GST compliance, including registration, monthly/quarterly returns (GSTR-1, GSTR-3B), annual returns, and reconciliation processes.
  • Interpreted and applied latest tax regulations, notifications, and circulars to business scenarios; ensured timely updates to internal policies and client advisories.
  • Liaised with tax authorities during assessments, scrutiny cases, and appeals, effectively managing client representation and documentation.
  • Collaborated with finance and accounting teams to ensure smooth month-end and year-end closures with respect to tax provisions and reporting.
  • Provided training and mentoring to junior staff, enhancing team capability in technical tax matters and client servicing.

Direct Tax Associate

Gosar & Gosar Chartered Accountants
12.2019 - 07.2021
  • Led end-to-end direct and indirect tax compliance, including preparation and review of tax returns, tax audits, and statutory filings for corporate and individual clients.
  • Strategized and implemented tax planning measures to optimize tax liabilities, ensuring compliance with applicable laws while achieving financial efficiency.
  • Managed advance tax computation, TDS (Tax Deducted at Source) reconciliations, and annual income tax filings across multiple entities.
  • Advised clients on GST compliance, including registration, monthly/quarterly returns (GSTR-1, GSTR-3B), annual returns, and reconciliation processes.
  • Interpreted and applied latest tax regulations, notifications, and circulars to business scenarios; ensured timely updates to internal policies and client advisories.
  • Liaised with tax authorities during assessments, scrutiny cases, and appeals, effectively managing client representation and documentation.
  • Collaborated with finance and accounting teams to ensure smooth month-end and year-end closures with respect to tax provisions and reporting.
  • Provided training and mentoring to junior staff, enhancing team capability in technical tax matters and client servicing.

CA Article

Vishal Joshi & Co / Sonejee & Gandhi Chartered Accountants
Mumbai
02.2016 - 02.2019
  • Finance & Accounting
    Understanding and accounting of portfolios of High Net Worth Individuals.
    Studying and Understanding basics of Equity markets.
    Maintaining accounting records in appropriate order and their timely updating
  • Direct Taxation
    Computation of Advance tax, Income Tax Liability and Filing of Returns of all
    types of assesses ranging from Individuals (Including High Net Worth
    Individuals) Partnership Firms and Companies.
    Preparation of Tax Audit reports of various types of assesses in diversified
    businesses.
    Represented numerous assesses in Assessment Proceedings
  • Audit
    Understanding the business processes, identifying the control weaknesses,
    enabling management to set up enhanced control points.
    Performed verification inspection to ensure corrective actions were implemented regarding discrepancies, and ensured the elimination of repetitive findings.
    Conducted Stock Audits at various locations of listed co. HUL.
  • Indirect Taxation
    Computed & Filed VAT/CST returns for various clients.
    Preparation of VAT Audit Report.
    Preparing and Submission of GST Returns.

Education

CA Finalist -

Institute of Chartered Accountants of India
Mumbai
11-2019

M. Com -

University of Mumbai
Mumbai
03-2019

B. Com -

Narsee Monjee College of Commerce And Economics
Mumbai
03-2016

Skills

  • Internally built software for providing services to the client
  • Proficient knowledge in Microsoft Excel, PowerPoint, and Word
  • Working Knowledge in Tally ERP

Custom

  • Date of Birth: 09th December 1995.
  • Languages Known: English, Hindi,
    Marathi, Gujarati and French.

Timeline

Wealth Manager

Bonanza Portfolio Limited
01.2024 - Current

Taxation Manager

Aarav Advisors
09.2022 - 03.2023

Free Lancing

Self Employed
08.2022 - 12.2023

Executive Taxation and Planning

Validus Wealth Management Limited
08.2021 - 08.2022

Direct Tax Associate

Gosar & Gosar Chartered Accountants
12.2019 - 07.2021

CA Article

Vishal Joshi & Co / Sonejee & Gandhi Chartered Accountants
02.2016 - 02.2019

CA Finalist -

Institute of Chartered Accountants of India

M. Com -

University of Mumbai

B. Com -

Narsee Monjee College of Commerce And Economics

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Kranee Sethiya