Managing Partner’s Profile

Preksha Munka(MBA,CFP)

Profile:

  • Preksha, MBA in Finance & HR & NISM XXI-A having more than 11 years of professional experience in Financial planning , Wealth portfolio management, Financial market, Equity research & analysis, Risk management and project management to a wide range of Clients.
  • Has vast experience that ranges across several industries, especially Investment & Financial audit, Equity/Commodity market, depository & Intermediary Services, Real Estate, hospitality etc.

Professional Experience

She has successfully leading a team of highly motivated and many qualified professionals to provide consistent, seamless & Customized financial Solutions & services to clients.

  • Successfully advised many clients about financial planning, portfolio management, Insurance and increasing overall wealth to the satisfaction of Clients. Handled equity markets business by own fundamental & analytical skills and provided best of ideas & research to the clients. Also has wide exposure of smoothly leading teams on various book keeping, accounting, legal and statutory compliance assignments.
  • She has Experience of working with Religare commodities Ltd , Bajaj Capital Insurance Broking Ltd, Verdant group-Real-Estate.

Profile:

  • Mr Rohit , Company Secretary has more than 13 years of professional experience in financial audit, ROC, Accounts, Secretarial audit, management and operational audits, risk management and project management.
  • He has vast experience that ranges across several industries, hospitality, Education, export, manufacturing and service sectors.

Professional Experience

He has successfully lead team of professionals to complete critical assignments and Real Estate Projects. His profile includes:

  • Entire Finance & Accounts, taxations & all compliances, screening of financial statements and finalizing & operating activities, Cash Flows, Budgeting & Forecasting along with special asking and the like.
  • Successfully advised many clients about financial planning, portfolio management, Insurance and increasing overall wealth to the satisfaction of Clients. Handled equity markets business by own fundamental & analytical skills and provided best of ideas & research to the clients. Also has wide exposure of smoothly leading teams on various book keeping, accounting, legal and statutory compliance assignments.
  • Focus (MEIS) {Export}, Drawbacks, Cargo & Logistics & Shipment Export related operations.

CS Rohit Kumar Munka

RAHUL K MUNKA

Profile:

  • Rahul, MBA in Marketing looking after our Surat office having more than 05 years of experience in marketing, Textiles, Financial planning, Financial market, Equity research & analysis, Risk management etc. Management and project management management to a wide range of Clients.
  • Has vast experience that ranges across several industries, especially Investment & Financial audit, Equity/Commodity market, depository & Intermediary Services, Real Estate, textiles etc.

Professional Experience

He has been successfully leading a team of highly motivated professionals to provide consistent, seamless and customized financial solutions and services to a number of clients.

  • He has vast experienced in various sectors specially in Textile industry and given business support and provided various accounting, taxation support and also actively advised many clients about financial planning, portfolio management, Insurance and increasing overall wealth to the satisfaction of Clients. Handled equity markets business by own fundamental & analytical skills and provided best of ideas & research to the clients.
  • He has Experience of working with Jayshree Tea Industries, Riddhi –Siddhi Enterprises (Surat) - partner, Verdant group - Real-Estate.

Associate’s Profile

Profile:

Mr. Manohar Mishra, an Associate Member of the Institute of Company Secretaries of India (ICSI), is the Chairman of the PCS Committee, a Member of Career Awareness Programme (CAP) and Programme Development Committee (PDC) of the Hooghly Chapter of the Eastern India Regional Council (EIRC) of ICSI. He is a Registered Valuer (SFA) registered with the Insolvency & Bankruptcy Board of India (IBBI). Additionally, he holds a law degree and a Master of Commerce degree. He is a Certified CSR Professional with over 8 years of experience in Corporate Laws, SEBI Laws, NCLT, and RBI matters. He has authored various articles on Corporate and SEBI laws, which have been published in the ICSI monthly newsletter and on various other websites.

Professional Experience

He has provided comprehensive services to various corporate houses in compliance and procedures under the Secretarial and Legal areas. His core areas of Practice & Expertise include:-

  • Valuation services under the Companies Act, 2013, Income Tax Act 1961, Insolvency & Bankruptcy Code, Startup Valuation, FEMA Valuation, Corporate Debt Restructuring, Merger & Acquisitions, Corporate Deals, Intangible Assets, Disinvestment & Exit from Business.
  • Advising and Handling of Secretarial matters relating to Corporate Laws, SEBI Laws, NCLT, and RBI matters.
  • Carrying out Secretarial Audits, Due Diligence Audits, and CSR Audits.
  • Establishment of Companies (Private/Public/Section 8/OPC), Limited Liability Partnership (LLP), Trust, Society, and Advising & carrying out related compliances.
  • Handling end-to-end Merger/Demerger/Joint-Venture/Capital Restructuring and other restructuring assignments.
  • Winding-up/Strike-off of the Company/LLP.
  • Conversion of Private Limited Company into Public Company or vice-versa.
  • Representation before Judicial, Quasi-judicial authorities like Registrar of Companies, Regional Director, National Company Law Tribunal, Ministry of Corporate Affairs, Stock Exchanges, Securities & Exchange Board of India (SEBI), Reserve Bank of India (RBI), etc.
  • Advisory related to Raising of Capital by way of Right Issue, Private Placement, Preferential allotment, etc.
  • Filing of Application for Initiation of Corporate Insolvency Resolution Process against the Corporate Debtor.
  • Issue of Demand Notice under IBC Law.
  • Filing of FCGPR & FCTRS under FEMA Regulations.
  • Non-Banking Financial Companies compliances under the RBI Act, 1934
  • Trademarks application.

Mr. Manohar Mishra

Mr. Samir Kumar Polai

Profile:

Mr. Samir Kumar Polai is a Fellow Member of the Institute of Chartered Accountants of India. He has been successfully instrumental and very hard working in professional job having 25 years experience in the field of accounting of manufacturing industry, builders, trading sector, dealers etc and auditing like tax audit, statutory audit of corporate houses like Mohan Group, Jindal Group etc. and vast experience in audit of banks.
He has successfully associated with team of professionals to complete critical assignments.

Professional Experience

He has more than 10 years experience in providing the best possible client service and leading team to provide services to number of clients in following grounds:-

  • Professional experience in financial audit of corporate & non-corporate entities, statutory audit, concurrent audit, revenue audit,stock audit of banks and NBFCs.
  • Vast experience in handling statutory matters like GST Act,Income Tax Act,companies Act,Partnership Act etc.
  • Expertise of Indian GAAP and International GAAP including IFRS. He has also worked on IFRS reporting in India and Banglades
  • Vast Experience in book keeping both legal & statutory,finalisation of accounting etc. of various corporate/non-corporate bodies.

Profile:

  • Mr Vinit, a Chartered Accountant is an Associate of the Firm. He has more than 5 years of professional experience in financial audit, concurrent audit, management and operational audits, etc.
  • He has vast experience that ranges across several industries, especially hospitality and service sectors.
  • He handles the entire operations and back office of the firm supervising a team of junior operations/Accounts executives.

Professional Experience

  • He has been successfully instrumental in the over all management of the firm and managing the entire office team, coordinating with team members to provide the best possible client service and leading a team to provide service to number of clients.
  • He has successfully associated with team of professionals to complete critical assignments.
  • He Has Successfully handled Finance & accounts of our various clients leading in complete solutions for the better asking of clients.
  • Wide exposure of smoothly leading teams on various book keeping, accounting, legal and statutory compliance assignments.

CA VINIT BEGANI

Profile:

Mr Mohit Jagnani, Chartered Accountant has more than 7 years of Post qualification experience in financial management, auditing, taxation, and regulatory compliance. He has been providing strategic financial guidance to businesses and individuals, ensuring adherence to accounting standards and statutory regulations. He has proven track record of delivering accurate financial reporting, optimizing processes, and maximizing profitability.

Professional Experience

  • Led audit engagements for various clients across industries, ensuring compliance with auditing standards and regulatory requirements.
  • Prepared comprehensive audit reports highlighting findings, recommendations, and action plans for management.
  • Provided valuable insights and recommendations to clients to enhance internal controls and mitigate financial risks.
  • Prepared and filed corporate and individual tax returns, ensuring compliance with tax laws and regulations.
  • Advised corporate clients and individuals on tax planning strategies to optimize tax efficiency and minimize liabilities.

Mr Mohit Jagnani