Our PARTNERS

CA Maheshwar Marathe

Managing Partner

QUALIFICATION:

  • Bachelor of Commerce (B-Com)
  • Fellow Chartered Accountant (FCA)
  • Diploma in Information Systems Audit (DISA)
  • Diploma in Insurance and Risk Management (DIRM)
  • Diploma in International Banking and Finance (IIBF)
  • Certified ARBITRATOR by Institute of Chartered Accountants of India
  • Completed certificate course on Forex and Treasury Management from ICAI.

PROFESSIONAL EXPERIENCE

  • Qualified as Chartered Accountant in 2002 and Overall experience of 21 years post qualification.
  • Earlier Worked as Area Credit Manager in ICICI Bank Ltd, in SME Funding
  • Specialization in Bank audits, Project reports and Bank finance
  • MSME Matters including Arbitration, mediation conciliation.
  • Conducted audits like concurrent, Stock, Revenue and statutory Audits of various Nationalized, Private Sector and co-operative Banks
  • Possess comprehensive skills in financial planning, investment planning tax planning and insurance advisory.
  • Has acquired good exposure to Income Tax Act, Companies Act, Accounting Standards, Indian GAP, Basel Norms and SOX compliance.
  • Being a qualified I.S. Auditor, from CA Institute, undertaken Information Systems Audit of various small and medium sized private sector Banks including Co-operative and scheduled banks
  • Course designer and Faculty at certificate course on MSME by CA Institute.
  • Member of Advisory Board Council of Lexicon Centre Of MSME excellence
  • EX-Managing Committee Member Pimpri Chinchwad Branch of CA Institute - 2013-16
  • Ex-Expert Director, The Kalyan Janata Sahakari Bank Ltd, Kalyan, since June 2015.
  • Speaker on MSME Matters, on various forums such as ICAI, SME orgs, Banks and colleges.
  • Written several articles in leading journals on topics of MSMED act, MSME schemes.

CA Rishi Lodha

Managing Partner

QUALIFICATION:

  • Bachelor of Commerce (B-Com)
  • Fellow Chartered Accountant
  • Certified Forensic Accounting & Fraud Detection

PROFESSIONAL EXPERIENCE

  • Qualified as Chartered Accountant in 2010 and overall experience of 13 years post qualification
  • Have been key partner and key contributor in growth of CMRS & Associates from a small firm to one of the biggest firm in PCMC (140 employees) and have aspirations to grow even bigger
  • Experience in Statutory audit, Income Tax audit, Transfer Pricing audit, GST audit. certification and council on RERA matter, filing and counselling on Income tax matters.
  • Have done counselling and representation in litigation before Income Tax department at various levels- AO, Commissioner, Tribunal.
  • Have faced Tribunal appeal at a very young age of 26 onwards.
  • Providing various value added services to clients- which includes establishment of internal control system, support in business critical decisions.
  • Member of Income Tax Appellate Tribunal Bar Council Pune. Providing counseling to various startup and out of the box thinkers to convert their ideas into commercial success.
  • Developing a business model and providing virtual CFO services to various organization.
  • Providing counseling to real estate developers for financial modelling and consultation on developing MIS.
  • Working on various innovative projects and assignments.

CA PANKAJ AGARWAL

Partner

QUALIFICATION:

  • Bachelor of Commerce (B-Com)
  • Fellow Chartered Accountant

PROFESSIONAL EXPERIENCE

  • He is a FCA, having more than 10 years standing in the profession with experience in Statutory & Tax Audit of the varied sectors and Company Law compliances including secretarial matters like maintenance of Statutory Registers, Minutes Books, etc.
  • He is heading GST, MVAT & Foreign Trade Policy department of the firm. He represents before Quasi-Judicial Authorities for the firm. He has done his Business Valuation Course at Institute of Chartered Accountants of India (ICAI) and is pursuing DISA course from ICAI.
  • He has developed a strong understanding of practical application of GST Law to businesses. Suggesting workable models and standard operating procedures (SOP) for compliance under GST. He advised client across various sectors viz Manufacturing, Service, Hotel, Construction, Non-Profit Organization, Trading, etc.
  • For value addition to clients, his advice covers the area of GST retainership, implementation support, GST limited reviews, pre & post GST refund compliance, GST audit, etc.

CA SACHIDANAND R. TARADALE

Partner

QUALIFICATION:

  • Bachelor of Commerce (B-Com)
  • Fellow Chartered Accountant

PROFESSIONAL EXPERIENCE

  • Has handled various compliances of Income Tax like filing of returns, tax planning, Tax Audits and Assessment Procedures including scrutiny of individuals, firms, HUF, companies in different sectors like manufacturing, transport and construction etc.
  • VAT Audit of Individuals, HUF, Firms & Companies in the Different Sectors like Manufacturing, Trading etc.
  • Conducted statutory audits of companies in different sectors like manufacturing, advertising service, and trading.
  • Handled Assessments and appeals under VAT Act and conducted various VAT Audits for different types of clients.
  • Has conducted E filing of corporate versatile with computerized accounting.
  • Conducted stock audit as well as stock valuation.
  • Acquired knowledge in accounting, finalization, non-audit etc.
  • Handled GST Consultation and Audits.
  • Specialization in Indirect Taxation.

CA REETA M. MUJUMDAR

Partner

QUALIFICATION:

  • Bachelor of Commerce (B-Com)
  • Fellow Chartered Accountant (FCA)
  • CERTIFICATE COURSE ON IFRS BY ICAI
  • CERTIFICATE COURSE OF INDIRECT TAXATION BY ICAI

PROFESSIONAL EXPERIENCE

  • Overall Experience of 30 years.
  • Audits conducted are statutory, concurrent and revenue.
  • Conducted audits like concurrent, Revenue and statutory Audits of various Nationalized, and co-operative Banks.
  • During individual practice possessed experience in following areas like-:
  • Handled income tax & wealth tax matters of various individuals, firms, private limited companies etc.
  • Preparation of project reports.
  • Handled secretarial matters of private limited companies.
  • Possessed corporate experience as chief accountant for a period of 3 years in handling finance, taxation and routine matters of the company.
  • Specialization: Indirect Taxation like Service Tax, Excise and Goods and Service Tax.
  • Excise & Service tax Compliance Audit and GST Audit.
  • Gained experience in Appeals and Departmental Audit of Excise & Service tax, GST.
  • Conducted audits like Insurance Companies.
  • Handling Statutory & Tax Audit of various sectors including Charitable Trust, Manufacturing, Trading and Service.

CA Nagesh Ware

Partner

QUALIFICATION:

  • Bachelor’s degree in Commerce
  • Chartered Accountant (ACA)

PROFESSIONAL EXPERIENCE

  • Former Head of Finance for a prominent manufacturing entity.
  • Expertise in Virtual CFO services, internal control assessments, and risk assessment and mitigation strategies.
  • Specialized in developing Standard Operating Procedures (SOPs), business process audits, and ERP implementations.
  • Extensive experience in handling business buyouts, Foreign Direct Investments (FDI), and Overseas Direct Investments (ODI) deals.
  • Former faculty member at Gen C Learning, providing in-depth knowledge of Direct and Indirect Taxes to finance professionals seeking to advance their expertise.
  • Currently focused on exploring and leveraging AI tools to optimize financial workflows, aiming to enhance operational efficiency and drive value through innovation

CA DIVYESH TRIPATHI

Partner

QUALIFICATION:

  • Bachelor of Commerce (B-Com)
  • Associate Chartered Accountant (ACA)
  • Forensic Accounting and Fraud Detection Certificate (FAFD)

PROFESSIONAL EXPERIENCE

  • Qualified as a Chartered Accountant in the year 2019
  • Gained Experience in various fields like Statutory audit, Tax Audit, Internal Audit, etc. including tax planning and compliance related to Income Tax matters
  • Provided comprehensive financial services to a diverse portfolio of clients, including individuals, small businesses, and various business corporates including tax planning and preparation for clients, ensuring adherence to relevant tax laws and regulations.
  • Specialized in Direct Tax Matters including handling Income Tax Assessments and Appeals upto Income Tax Appellate Tribunal (ITAT).
  • Delivered various seminars in ICAI at Branch Level and Colleges on the technical topics related to Income Tax.
  • Completed and holds from the Institute of Chartered Accountants of India.

CA HIMANSHU CHOUDHARY

Partner

QUALIFICATION:

  • Bachelor of Commerce (B-Com)
  • Associate Chartered Accountant (ACA)
  • Diploma in IFRS from ACCA(UK).

PROFESSIONAL EXPERIENCE

  • Practicing Chartered Accountant with an experience of 5 years in various fields like Statutory audit, Tax Audit, Internal Audit, Income Tax assessment, etc
  • Experience of handling the IND AS financials audit and process implementation.
  • Has specialized in corporate tax matters, including tax planning and compliance for both domestic and international businesses. He has experience in dealing with complex tax issues such as transfer pricing, tax treaties, etc.
  • Offers tax planning, compliance, and audit services to both individuals and businesses.
  • Works closely with his clients to develop tax strategies that minimize their tax liabilities while ensuring compliance with all applicable tax laws and regulations.
  • Has experience of working with clients in various industries, including technology, healthcare, manufacturing, and real estate.
  • Further he has handled various Income tax Appeals and Assessment procedures in case of various assessee.
  • Delivered various seminar in ICAI and Colleges on the technical topics related to Tax and Ind AS.
  • Overall, an experienced and qualified tax professional with a specialization in corporate tax matters. He takes a client-centred approach and provides personalized solutions to help his clients achieve their financial goals while minimizing their tax liabilities.

CA GALA JOSHI

Partner

QUALIFICATION:

  • Bachelor of Commerce (B-Com)
  • Fellow Chartered Accountant (FCA)
  • CAIIB-PART-I

PROFESSIONAL EXPERIENCE

  • 40 Years in Finance and Banking.
  • Gained experience of independently filing various returns of Individuals, HUFs, firms and companies
  • Conducted tax audits, tax planning, of various corporate as well as non-corporate assesses
  • Conducted statutory audits of companies in different sectors like manufacturing, construction, trading & service sector.
  • Computation of income of individuals & other assesses
  • Maintaining of books of accounts of various assesse
  • Specialization in Bank Auditing.

CA KARTIK BANSAL

Partner

QUALIFICATION:

  • Bachelor of Commerce (B-Com)
  • Associate Chartered Accountant (ACA)

PROFESSIONAL EXPERIENCE

  • Qualified as A Chartered Accountant in the Year 2020
  • Experience in handling Tax Audit, Statutory Audit and Internal Audit of various sectors such as Manufacturing, Real estates, Educational institutes, Agriculture, Banks etc.
  • Experience in handling clients with IND AS applicability.
  • Acquired knowledge in preparation of project reports and valuation report.
  • Experience of providing CFO services to the clients.
  • Working on implementation of technology and automation in the field of accounts, finance and taxation.

CA RAVINDRA BIRLE

Partner

QUALIFICATION:

  • Bachelor of Commerce (B-Com)
  • Associate Chartered Accountant (ACA)

PROFESSIONAL EXPERIENCE

  • Extensive experience of working in the areas of Statutory and Internal Audits
  • Assisted in planning and conducting statutory audit of private limited Companies-Automobiles, Construction, Labour Service and Manufacturing Sector.
  • Analytical Review of financial Statements and interpretation of various ratios and leading the team and ensuring smooth completion of audit.
  • Application of accounting standards while conducting the audit work.
  • Planning and conducting internal audit programs of various companies- Service, manufacturing and automobile sector.
  • Detailed scrutiny of the working of different departments such as stores, raw material, human resources and statutory compliances.
  • Preparation and presentation of internal audit reports.
  • Conducted Tax Audit, Preparation of computation of income, income tax return (ITR) and filling ITR on the income tax portal and individuals, firms and corporate in accordance with the provisions of the IT-Act.
  • Filling of forms like: 15CA-CB, 10-IC, 29B and 29C
  • Conducted Income Tax Assessment and Notice Reply under Income Tax Act.

CA Nagesh Ware

Partner

QUALIFICATION:

  • Bachelor’s degree in Commerce
  • Chartered Accountant (ACA)

PROFESSIONAL EXPERIENCE

  • Former Head of Finance for a prominent manufacturing entity.
  • Expertise in Virtual CFO services, internal control assessments, and risk assessment and mitigation strategies.
  • Specialized in developing Standard Operating Procedures (SOPs), business process audits, and ERP implementations.
  • Extensive experience in handling business buyouts, Foreign Direct Investments (FDI), and Overseas Direct Investments (ODI) deals.
  • Former faculty member at Gen C Learning, providing in-depth knowledge of Direct and Indirect Taxes to finance professionals seeking to advance their expertise.
  • Currently focused on exploring and leveraging AI tools to optimize financial workflows, aiming to enhance operational efficiency and drive value through innovation

 
     
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