SHIVAM SHARMA
Chartered Accountant
New Delhi
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Wealth Manager
ANAND RATHI WEALTH LIMITED
03.2024 - Current
- Analysis of investment assets of high-net-worth individuals (HNWIs) and developing their investment strategy, considering their risk appetite and other factors.
- Preparing monthly reports on the performance of investments, comparing them to benchmark returns, and providing clients with an explanation of the findings.
- Prepared financial plans and retirement projections for HNI clients.
- Analyzed portfolio performance using benchmarks and risk-adjusted ratios like Sharpe and Jensen’s alpha.
Audit and Articled Assistant
N A V R A T N & Co. LLP (Coinmen Consultants LLP)
06.2020 - 12.2023
- Supported the timely execution and finalization of statutory audit assignments and limited reviews against project deadlines while working as a team member of entities having a turnover of more than 400 Cr.
- Lead a team for statutory and tax audits of multiple corporates and non-corporate clients in various sectors (manufacturing, trading, startups, etc.). Having a turnover of 20 to 80 crores and the preparation of audit reports.
- Worked on the CARO 2020 checklist and prepared reports annexed to audit reports.
- Drafted financial statements (both AS and IND AS) of various entities, and assisted auditors in performing audit engagements.
- Carried out Internal Audit of Various processes like Human Resources, Purchasing, Treasury operations Etc.
- Drafted numerous Certificates of Compliance (Form 29B, 15CB, etc.). And ROC forms applicable to clients.
- Prepared projected and provisional balance sheets.
Education
B.com -
School of Open University
08-2021
Senior Secondary Education -
Notre Dame School
03-2018
Secondary Education -
Modern Public School
03-2016
Skills
Analytical thinking
PROFESSIONAL QUALIFICATION
- CA-Final - November 2023
- CA-Intermediate - November 2019 (Both Groups) Exemption in 4 Subjects.
- CA Foundation - November 2018, Scored 75%
Certification
Advanced Excel with AI tools
Interests
Travelling, Playing Cricket, Listening Music
Timeline
Fundamental and Technical Analysis
08-2025
Advanced Excel with AI tools
06-2025
Wealth Manager
ANAND RATHI WEALTH LIMITED
03.2024 - Current
Audit and Articled Assistant
N A V R A T N & Co. LLP (Coinmen Consultants LLP)
06.2020 - 12.2023
B.com -
School of Open University
Senior Secondary Education -
Notre Dame School
Secondary Education -
Modern Public School