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Manager-Operations-Mutual Funds/Tax/Accounts @ Harsh Roongta-Investment Advisor

Company Name Harsh Roongta-Investment Advisor
Location Mumbai-Bandra, India
Job Type Manager-Operations-Mutual Funds/Tax/Accounts
Job Description

 Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Profile : Harsh Roongta is SEBI registered Investment Advisor having a niche financial planning client base across High networth Individuals.We service around 35 client families with Assets under advice of around 70 crores. We provide full fee based services including financial planning,estate planning,taxp lanning and tax advisory,loan planning for our clients.

Company Website :

Job Location : Mumbai-Bandra(East) near BKC

Job Profile & Responsibilities :

  • Handling Mutual fund operations and reports for the clients (We can provide training for this).
  • Handling Tax filing and accounts for clients.
  • Handling GST matters for the firm itself.

Candidates Profile :

  • Minimum 5 years experince in accounts and personal tax with a financial firm/CA firm handling filing of tax returns and client accounts and also preferably operations in investment matters
  • Must be proficient in Excel 9Pivot tables, V Look Up, H Look Up etc)
  • Qualification B.Com/Inter CA

Additional Details : This is an opportunity for people working in CA firms to do something different and develop new operations skill in the area of finaincail investments.You will have an opportunity to work in a start up tax advisory and NRI practise almost from scratch along with harsh.This practise is aimed at high net worth individuals,NRIs and families(basically non corporate)and will involve interacting with other senior professionals both in india as well as overseas.You will also get an opportunity to deal with specific client for their investment needs.

Salary : According to market norms and will depend on your experince and existing remuneration.

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.


Posted Date 15/01/2018