PIYUSH LADDHA
AHMEDABAD
Summary
Bookkeeper with strong technical proficiency and commitment to accuracy in financial data entry and financial record keeping. Experienced working in both accounting-focused and general office settings. Dedicated to conforming with internal policies and standards. Results-oriented investment banking professional adept at managing competing priorities to accomplish challenging goals. Knowledgeable about compliance issues and legal concerns. Brings in new business and maximize success rates.
currently pursuing ACCA Course After Graduation.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Analyst
CA ATUL P SHAH & CO.
Ahmedabad
01.2023 - Current
- Developed and implemented investment strategies to meet clients' goals.
- Identified opportunities for improving portfolio performance through research, analysis and market trends.
- Advised clients on asset allocation, portfolio rebalancing and other investment decisions.
GST AND BUSINESS ACCOUNTING
CA SANDEEP BALDI & CO.
BHILWARA
11.2018 - 12.2022
- BOOKIPPING OR ACCOUNTING
- INDIRECT TAX
- INVESTMENT ADVISOR
- AUDIT
Education
FINANCIAL MODELING - Finance
COUSERERA
AHMEDABAD01-2023
M.COM - BUSINESS ORGANISATION
MDSU UNIVERSITY
AJMER04-2022
ACCA - Accounting and Finance
ACCA
INDIASkills
- Investment strategies
- Quantitative Analysis
- Asset Allocation
- Portfolio Management
- Problem-solving skills
- Financial Modeling
- Strategic Planning
Certification
- NSE FINANCIAL MARKET ANALYST
- ACCOUNTING
- INVESTMENT ANALYST
Languages
Hindi
First Language
English
Elementary (A2)
A2
Timeline
Investment Analyst
CA ATUL P SHAH & CO.
01.2023 - Current
GST AND BUSINESS ACCOUNTING
CA SANDEEP BALDI & CO.
11.2018 - 12.2022
FINANCIAL MODELING - Finance
COUSERERA
M.COM - BUSINESS ORGANISATION
MDSU UNIVERSITY
ACCA - Accounting and Finance
ACCA
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