The group comprises of professionals namely Chartered Accountants, Company Secretaries, Lawyers, MBA so and so forth. The guys have hands on experience in multiple fields.
CA. Praveen Agrawal
He is an Chartered Accountant, Insolvency Professional and a Forensic Auditor. In addition, he did Senior Business Management Course from IIM - Kolkata. He is a fairly experienced Chartered Accountant. He worked with top Indian Corporate Houses as head of finance. During his tenure he handled Treasury, Finance, Accounts, Legal Issues, Liaison, risk management etc. , From 2016, he set up practice in Noida and has been helping clients to ensure compliance with various statutes and offering advice on various issues. He is a techno-savvy, trustworthy, patient and resilient professional.
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Senior Private Banker with Sanctum Wealth Management with experience over 20 Years working in the Financial Services including Mutual Funds, Banks and Wealth Management Firm. Skilled in Equity Research, Banking, Foreign Exchange (FX), Derivatives, Asset Management, and Equities. Strong professional with a Post Graduate Diploma focused in Business Finance from Indian Institute of Finance. As Financial Advisor and trusted partner to clients, role is to offer curated solutions to achieve client’s financial goals while exhibiting the highest standards of conduct in service and maintaining confidentially in dealings. Expertise in areas of- Retirement & Financial Planning, Investment Banking, Lending Succession Plans. Deals with Clients- Ultra High Networths, Family Offices, Treasuries, Corporate Head Executives and Professionals..
CA Rishi Sharma
He is an Associate Member of the Institute of Chartered Accountants of India. He has expertise in Direct & Indirect Taxes and has represented various clients at Assessments, Appeals with Commissioner (Appeals) and Appeals to Tribunal. He has also provided help to various small and medium enterprises in terms of Consultancy and ensuring proper compliance with all applicable Statutory Laws.
Mr. Rahul Gupta
Rahul Gupta is a member of the Institute of Company Secretaries of India. He is a Corporate & Legal professional having vast experience of 8 years in the area of maintaining Secretarial record, due diligence, Merger & Acquisition, Liquidation, Winding up, Secretarial Audit, Listed & Nidhi Compliances, NCLT, Litigation & Regional Director Matters, Annual Filings, , Forensic Audits and Investigations and Reconciliation of share capital Audit. He focuses on delivering value to its clients through the achievement of sustainable, efficient, and reliable professional aptitude.