Surabhi Mishra
Kanpur
Summary
Ready to work in a dynamic and learning environment that provides exposure in various fields of finance.
Overview
7
7
years of professional experience
Work History
Equity Research Analyst
Goenka & Agarwal Associates
kanpur
04.2016 - 12.2018
- Assisted portfolio management team in managing the portfolios of various clients.
- Involved in fundamental anlysis of stocks. studying annual reports of companies and made recommendations accordingly.
- Involved in porotfolio monitoring, rebalancing of portfoilos and prepares return analysis report on monthly, quarterly and annual basis.
- Focused on sector wise analysis and diversification of portfolio of clients.
Article Assitant
M.A. ASSOCIATES
kanpur
02.2012 - 02.2015
- involved in Income tax and advance tax computations. Prepared and filed ITRs for diverse client base.
- conducted tax audits and filed tax audit reports of multiple clients. (corporate and non corporate)
- Filed TDS returns on behalf of various clients. compliance with TDS regulations.
- Involved in cases of condonation of delay u/s 119 (2)(b) of Income Tax act. ensuring clients gets TDS refund within due time.
- Assisted in notice reply prepration issued u/s 143(2) of the Income Tax act. Involved in addressing queries and departmental hearings too.
- Filed GST Returns (GSTR 3B, GSTR 1, GSTR 9 and GSTR 9C). Prepared detailed reconcilations of clients.
- Assisted in statutory audit of various clients. finalized financial statement in accordance with AS and other regulatory complince.
- Assisted in physical verification of fixed assets and stock audits as well.
- Involved in Internal audits and concurrent audits of Central Bank of India. Assisted in statutory audit of Union Bank of India as well.
- Assisted in internal audit of various other clients like public sector undertakings and educational institutes.
Education
M.COM - Commerce
CSJM University
KANPUR06-2014
Skills
- Investment analysis
- Portfolio management
- Quick Learner
- Team work
- Tax regulation knowledge
Custom Section 1
- Conducted Internal audit of Delhi Public School, Sarvodaya Nagar kanpur. Handled team of 4 members during Internal Audit.
- Involved in Statutory audit of Apollo Hospital, kanpur
- Involved in Stautory audit of Union Bank of India.
- Handled concurrent audit of Central Bank of India.
Timeline
Equity Research Analyst
Goenka & Agarwal Associates
04.2016 - 12.2018
Article Assitant
M.A. ASSOCIATES
02.2012 - 02.2015
M.COM - Commerce
CSJM University