Hiking and Adventure tourism
Priyank Bhimani
Chartered Accountant (ICAI)
Mumbai
Summary
ABOUT ME
Proud Indian by Default, Sportsman at Heart, Chartered Accountant by Aspiration, Humanitarian by Virtue!
CAREER OBJECTIVE
Aspiring and Ambitious professional looking for a challenging role in Financial Markets domain. I look forward to contributing to the organization, leveraging my practical experience and education along with willingness to learn & grow along with organization by making prudent and most beneficial decisions ensuring win-win for all the stakeholders. My ambitions include being a seasoned finance professional and make a career in Financial Markets.
Overview
4
4
years of professional experience
7
7
years of post-secondary education
2
2
Certificates
5
5
Languages
Work History
Investment Manager
Great Gita Management LLC (Group Holding Co)
06.2022 - Current
- Evaluated deals based on the investee pitches and developed financial models for investment from various industries like Real Estate, Healthcare, FinTechs, Software, Crypto, Investment Data Analytics, along with preparation of the initial investment memorandums.
- Part of team to put through deals worth USD 25 Million.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Actively engaged in negotiating the terms of the investments.
- Actively engaged with bankers and investors to raise debt and equity capital.
- Managing a fraction of the family office money as part of the treasury team.
- Managing day to day operations specifically cost management, performance management of the 5 portfolio companies.
- Represented as observer in portfolio companies and enabling entrepreneurs.
- Resolved problems, improved operations of the businesses taken over as part of investments.
- Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records.
- Prepared and distributed internal reports and financial statements.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Working on a niche product for the investors, currently the product is ready for pilot.
Senior Articled Assistant
Bansi S. Mehta & Co
Mumbai
03.2019 - 03.2022
- Area of work - Facilitated Statutory Audit & Review of Financial Statements of Several Clients and performed other assurance services
- Led team of 8-10 people involved in Tax Audits of Leading Private sector Banks and Other Listed entities throughout tenure
- Acquired experience in Taxation advisory in both international taxation and transfer pricing
- Assisted in Preparation and Representation of Taxation matters of clients (both corporates and non-corporates) at various appellate fora
- Engaged into advisory of Domestic Income Tax & International Tax in relation to Double Taxation Avoidance Agreements
- Other assignments including various Attest functions.
Volunteer
Robinhood Army
Mumbai
- Volunteered with groups and organizations to help make measurable differences for program recipients.
Education
Chartered Accountant -
The Institute of Chartered Accountants of India
India 12.2017 - 11.2021
CFA Level 1 -
CFA Institute
USA 12.2019 - 12.2019
Bachelor of Commerce (B.Com) -
Jai Hind College, University of Mumbai
04.2017 - 10.2020
Skills
Financial research
undefinedCertification
Completed a certification course on “Financial Modeling” on Udemy.com
Accomplishments
- Secured AIR 5 in Sarvodaya Scholarship Exam conducted by Sarvodya Award Scholarship Scheme, Calicut in 2015.
- Secured AIR 27 in IQube examination by Institute for Illumination of Intelligence Quotient in 2015.
- Won several Scholastic sport tournaments involving Basketball, Cricket & Volleyball
Interests
A Very Active Forex/Equity trader and A Keen Investor
Actively following in World Politics and Economic conditions across the globe
Music particularly Classical, Retro and Sufi
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Investment Manager
Great Gita Management LLC (Group Holding Co)
06.2022 - Current
CFA Level 1 -
CFA Institute
12.2019 - 12.2019
Senior Articled Assistant
Bansi S. Mehta & Co
03.2019 - 03.2022
Chartered Accountant -
The Institute of Chartered Accountants of India
12.2017 - 11.2021
Bachelor of Commerce (B.Com) -
Jai Hind College, University of Mumbai
04.2017 - 10.2020
Volunteer
Robinhood Army
Completed a certification course on “Financial Modeling” on Udemy.com
Completed a certification course on “Fraud Examination and Forensic Accounting” on Coursera.com
Similar Profiles
Dunia TueroDunia Tuero
Commercial Property Manager/ Asset Manager and Yardi Consultant at A2S management / CK Holding Group LLCCommercial Property Manager/ Asset Manager and Yardi Consultant at A2S management / CK Holding Group LLC
Marilyn LindseyMarilyn Lindsey
Property Manager at Great Atlantic Management / Harbor Group ManagemenProperty Manager at Great Atlantic Management / Harbor Group Managemen
Fatuma NamusisiFatuma Namusisi
Nursing Assistant at Great Lakes Management GroupNursing Assistant at Great Lakes Management Group