CA Omesh Khandelwal
Nagpur
Summary
Experienced finance professional with a proven track record at The Chartered Bulls, adept in technical analysis of stocks and options. Good in market analysis and investment selection, significantly enhancing portfolio performance in a trending bull market. Demonstrated ability in data analysis and strategic investment, leveraging market trends for optimal financial outcomes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Partner
The Chartered Bulls
Nagpur
08.2020 - Current
- Trading in equities and derivatives in the Indian stock market.
- Managing trade positions and investments.
- Filing income tax returns.
- Position Sizing & Risk Analysis
- Identifying other investment opportunities.
Accountant
RB And Company & RB International
Nagpur
12.2018 - 06.2020
- Bookkeeping, Preparation, and Finalization of Financial Statements.
- GST workings and filing of GST returns.
- TDS workings and filing of TDS returns.
- Sales lead generation through IndiaMART.
- Data analysis, cost calculations, and control using EXIM India software.
- Market research using EXIM India software.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
Articled Assistant
M/S Rodi Dabir & Co // M/S Batra & Batra Chartered Accountants
Nagpur
08.2015 - 10.2018
- Internal Audit (MAHAGENCO - Maharashtra State Power Generation Company Limited)
- Statutory audits, income tax audits, GST audits, income tax returns, GST returns, TDS returns, VAT returns.
- SFT Reporting for Banks.
- Fixed Asset Verification and Management – Bank Note Press of India – Dewas, MP.
- Stock audit of companies like Gangakhed Sugar & Energy Limited, Nanded.
- Concurrent Audit of the Bank of India, Nagpur.
- Stock audits and unit inspections for various banks, like State Bank of India, Axis Bank, ICICI Bank, Yes Bank, Bank of India, and Central Bank.
- Finalization of books and accounts of various firms, trusts, private companies, HUFs, and individuals.
- Statutory Audit of Union Bank of India, Umred.
- Participated in team meetings to discuss audit findings and prepare audit reports.
- Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
- Presented audit results to management teams, delivering information in non-technical terms for easy understanding.
- Facilitated communication with clients to gather necessary financial information and documents.
- Reviewed and analyzed accounting records, including trial balances and general ledgers.
Education
Qualified Chartered Accountant -
ICAI
Nagpur11.2024
CS Executive Level -
ICSI
Nagpur12-2017
B.Com in Computer Application -
Hislop College
Nagpur01-2015
Skills
- Technical Analysis of Stocks
- Investment selection
- Market trends
- Position sizing
- Stop loss management
- Margin trading
- Options trading
- Data analysis
- Market analysis
- Customer relationship building
Certification
- NISM XV- Research Analyst
- NISM Series VA- Mutual Funds Distributor
- NISM Series IX- Merchant Banking Certification
- NISM Series VIII- Equity Derivatives Certification
- Financial Analyst certification- Udemy
- Advanced Valuations & Financial Modelling Certification- The Valuation School (Enrolled & Pursuing)
Hobbies and Interests
- Cooking
- Listening Music
- Watching Cricket
- Social Work
Timeline
Partner
The Chartered Bulls
08.2020 - Current
Accountant
RB And Company & RB International
12.2018 - 06.2020
Articled Assistant
M/S Rodi Dabir & Co // M/S Batra & Batra Chartered Accountants
08.2015 - 10.2018
Qualified Chartered Accountant -
ICAI
CS Executive Level -
ICSI
B.Com in Computer Application -
Hislop College
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