Uddhav Parekh

• Conducted in-depth financial analysis to evaluate investment opportunities, assess risk, and optimize portfolio performance.
• Utilized advanced financial modeling techniques to forecast market trends and develop strategic investment recommendations for clients.
• Generated comprehensive investment research reports, including asset allocation recommendations and performance analysis, to guide client decision-making processes.
• Actively monitored global economic developments and market conditions to provide timely insights and recommendations for asset allocation adjustments.

Took a hiatus for academics to dedicate focused preparation time for Chartered Accountant (CA) and Chartered Financial Analyst (CFA) examinations. During this period, I engaged in intensive self-study and exam preparation to enhance my expertise in finance and investment analysis.

• Conducted statutory audits for private companies, listed entities, and an NGO, gaining extensive experience in compliance and analysis.
• Demonstrated proficiency in taxation through hands-on experience in filing GST returns and participation in numerous GST audits.
• Engaged with government departments on GST and other tax-related matters, fostering effective communication and regulatory compliance.

• Acquired diverse sector exposure within a CA firm, honing skills across various industries and client types.
• Proficiently prepared and filed tax returns for individuals, partnerships, as well as public and private companies, ensuring adherence to regulatory standards and maximizing tax efficiency.
• Managed GST compliance by filing returns and actively participating in GST audits, contributing to seamless tax administration and client satisfaction.