CA GEETANSH GAMBHIR
+91 9560199645 | cageetanshgambhir@[Link] | [Link] | New
Delhi
PROFESSIONAL WORK EXPERIENCE
Associate, STMF Enterprises Private Limited, Delhi Jun 2024 – Jul 2025
(Leading investment advisory firm providing strategies, expert guidance, and comprehensive services to optimize portfolios.)
● Managed the investment and redemption transactions from allocation to record-keeping.
● Conducted in-depth research and analysis of mutual fund portfolios, evaluating performance metrics, risk factors, and
investment strategies to support high-quality recommendations.
● Advised clients on fund selection, asset allocation, and portfolio diversification based on individual risk tolerance and financial
goals.
● Consistently identified top-performing funds and contributed to portfolio growth, achieving above-benchmark returns and high
client satisfaction.
Paid Assistant & Articled Assistant, Sahil Gambhir & Associates., C.P, Delhi Sept 2019 – Jan 2020
Nov 2022 – May 2024
Audit & Assurance Function
● Led audits of various industries ensuring compliance with relevant regulations and standards ensuring timely and high
quality delivery across manufacturing, trading and service sector having turnovers ranging from ₹50 crore to ₹200 crore.
Key task included P2P, O2C, R2R, stock audit, revenue leakage, GST & TDS reconciliation, credit risk assessee.
● Delivered financial statements and Auditor’s report in compliance with Schedule III of the Companies Act,2013
● Handled audit planning, risk assessment, control testing and execution with an emphasis on identifying process
improvements and internal control weaknesses.
● Collaborated with finance team for finalization and discussion of audit findings with clients ensuring timely closure of audits
and follow up on key observations.
Direct & Indirect Taxation
● Managed end to end work regarding assessment proceedings including handling of client, authorized representative,
securing refund and prepared response to notices of clients.
● Prepared and filed of income tax returns of 200+ clients ranging from ₹5000 to ₹100 crores of total income.
● Prepared and filed of tax audit reports (Form 3CA, 3CB, 3CD).
● Prepared and filed of other forms and return’s including TDS returns (Form 24Q and 26Q), GST return (GSTR-1 & GSTR-
3B, DRC-03), foreign exchange remittance certificates (Form 15CA and 15CB).
● Engaged in GST audit (GSTR-9) of an entity engaged in manufacturing & trading sector.
Articled Assistant, DM Narang & Co., C.P, Delhi Jan 2020 – Sept 2022
(Leading CA Firm having over 60 years of experience with 2 partner servicing 250+ clients.)
Audit & Assurance Function
● Performed internal audits of various (5+) companies across real estate (MNC), manufacturing, defence equipment trading,
catering and cosmetic sector having turnovers ranging from ₹50 crore to ₹1500 crore. Key task included P2P, O2C, R2R,
stock audit, revenue leakage, GST & TDS reconciliation, credit risk assessment.
● Led a team of 4 members in conducting internal audits for non-corporate clients, overseeing audit processes, audit
planning, compliance reviews and work allocation to ensure efficient execution.
● Engaged in statutory audits and tax audits including site visits, analyses of financial statement & report filing of non-
corporate clients in 5+ sectors such as manufacturing & trading, trade of securities, construction, automobile, Import &
export of goods having a turnover around ₹10 crore to ₹160 crores.
● Statutory Audits: Performed end-to-end GST audit, conducted thorough inventory analysis including aging, valuations
and SLOB assessments, inventory management efficiency, creditor & debtor reconciliation, opening balance scrutiny,
verification of provisions and managed the transition to Ind AS financials, ensuring seamless integration.
Direct & Indirect Taxation
● Managed end to end work regarding assessment proceedings including handling of client, authorized representative,
securing refund and prepared response to notices of 4 clients amounting to ₹50 Lakhs of tax litigation.
● Prepared and filed of income tax returns of 150+ clients ranging from ₹5000 to ₹75 crores of total income.
● Prepared and filed of tax audit reports (Form 3CA, 3CB, 3CD) of 40+ clients.
● Prepared and filed of other forms and return’s including TDS returns (Form 24Q and 26Q), GST return (GSTR-1 & GSTR-
3B, DRC-03), foreign exchange remittance certificates (Form 15CA and 15CB) in 1st year of articleship.
● Engaged in GST audit (GSTR-9) of an entity engaged in manufacturing & trading sector.
Miscellaneous
● Managed financial aspect of partner admission and retirement Incl. capital contribution & profit-share arrangements.
● Financial Reporting: Prepared books of accounts & financial statements as per AS & schedule III including cash flows of
non- corporate entities having turnovers in the range of ₹2-₹100 crores.
CERTIFICATES & TRAINING
● Financial Analyst and Investing course (25 hr) at UDEMY, SEBI- Investor certification at NISM, Masterclass on
Leadership (3 months) at ISB, Investment banking with Financial Modelling (30 hr) course at CA MONK, Management
and Communication Skill (15 days) course conducted by ICAI, Advance Information Technology (15 days) course
conducted by ICAI (B+ Grade), GST Certification (7 days) at AFTP, Introduction to Corporate Finance at CFI.
EDUCATION
Examination Year Institution Percentage
CA Final Both Group ICAI 50%
CA Inter Both Group 2017-2025 ICAI 52%
CA Foundation ICAI 85%
B. Com. 2019 Delhi University 65%
School 2016 CBSE 87%
SKILLS, LEADERSHIP, EXTRA-CURRICULAR ACTIVITIES & ACHIEVEMENTS
Skills
● Accounting & Financial Software: Tally Prime, Tally ERP 9, CompuTax, ZOHO (Invoicing), TradingView, Screener. skilled
in utilizing MS Office Suite for financial analysis and reporting.
● Industry: Strong expertise in IND AS, payroll & risk management, fund flow analysis, financial forecasting & analysis.
Intern, NGMKS & Associates, Delhi July 2018 – Jan 2019
● Gained hands-on experience in financial world and enhanced understanding of business operations.
Entrepreneurship Ventures Oct 2022 – Jun 2024
● Managed a primary school D.D. Gyan Jyoti Public School and looked into the daily operations from record
maintenance to performing the role of a teacher.
Miscellaneous
● Conducted Cleanliness Drives at Vrikshit Foundation.
● Managing an equity portfolio of > Rs. 15 Lakh in the equity & Crypto market with an unrealized return of ~50%.
