Summary
Overview
Work History
Education
Certification
🌐LANGUAGES
🌟AREAS OF KNOWLEDGE
Timeline
Generic

Yugesh Kumar Duthala

Summary

Graduate with CA Inter & CMA Inter background, strong foundation in finance, taxation, and investment concepts. Skilled in financial analysis, fund accounting principles, stock market research, and investment banking exposure. Experienced in preparing financial statements, cash flows, with knowledge of regulatory compliance. Strong interest in capital markets, fund accounting, corporate finance, and wealth management.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Paid Assistant

B S Rao & Associates
Hyderabad
08.2023 - 03.2025
  • Conducted data entry and maintained accuracy in accounting software systems.
  • Handled journal entries and maintained accurate accounting records.
  • Assisted in preparation and filing of Income Tax Returns (ITR) for individuals.
  • Prepared project reports for financial analysis and decision-making.

CA Articleship

Harish B S & Associates
Madanapalli
09.2020 - 10.2022
  • Supported audit team in Bank Audit assignments ensuring accuracy of books and adherence to regulatory norms.
  • Performed vouching and verification of accounting records during audits.
  • Assisted in preparation and filing of Income Tax Returns (ITR) & GST for individuals

CA Articleship

M A Braganza & Associates
Banglore
09.2019 - 08.2020
  • Drafted and finalized Profit & Loss Statements, Balance Sheets, and Cash Flow Statements.
  • Assisted in Stock Audits to verify inventory records and physical stock.
  • Helping with Month-end and Year - End closing activities.

Education

B.com -

Acharya Nagarjuna University
08-2021

CMA Inter -

Institute of Cost Accountants of India, 2018

CA Inter -

Institute of Chartered Accountants of India, 2018

Certification

  • Fund Accounting (Private Equity, Mutual Funds, Hedge Funds)
  • Orientation Programme [ICAI]
  • Information Technology Training [ICAI]

🌐LANGUAGES

English

Telugu

🌟AREAS OF KNOWLEDGE

  • Investment Products: Futures, Options, Swaps, Mutual Funds, Exchange Traded Funds (ETFs), Hedge Funds, and Private Equity Funds.
  • Fund Structures & Provisions: Master–Feeder structures, Onshore & Offshore setups, Capital Calls, Commitments, Contributions, Distributions, Waterfall Provisions, Catch-up mechanisms, Hurdle Rates, Management Fees, Carried Interest, High Water Mark, and Clawback.
  • Valuation & Accounting: Net Asset Value (NAV) calculation, Profit & Loss allocation, and Fund Accounting principles.
  • Capital Markets: Corporate actions including Dividends, Bonus issues, and Rights issues.
  • Derivatives Expertise: knowledge in Futures & Options, Forward Contracts, Delta, Theta,Time Value, and Volatility.

Timeline

Paid Assistant

B S Rao & Associates
08.2023 - 03.2025

CA Articleship

Harish B S & Associates
09.2020 - 10.2022

CA Articleship

M A Braganza & Associates
09.2019 - 08.2020

B.com -

Acharya Nagarjuna University

CMA Inter -

Institute of Cost Accountants of India, 2018

CA Inter -

Institute of Chartered Accountants of India, 2018
Yugesh Kumar Duthala