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Our Team
CA Mihir Ambekar
CA Mihir Ambekar is a results-driven Chartered Accountant with 12 years of expertise in valuations and portfolio management. Adept at conducting comprehensive financial analysis, assessing investment opportunities, and providing strategic guidance to clients. Proven track record of delivering accurate valuations, optimizing portfolio performance, and mitigating financial risks. Strong analytical skills combined with a deep understanding of financial markets. Committed to providing exceptional service while upholding the highest ethical standards.
Professional Experience:
1. Valuations and Financial Analysis:
- Conducted valuations of businesses, assets, and financial instruments using various methodologies, such as discounted cash flow (DCF), market multiples, and comparable transactions.
- Analyzed financial statements, market data, and industry trends to assess the value and growth potential of investment opportunities.
- Prepared detailed valuation reports, including assumptions, methodology, and supporting documentation.
- Provided insightful recommendations to clients based on valuation outcomes, assisting in strategic decision-making.
2. Portfolio Management:
- Developed and managed investment portfolios for clients, considering their risk tolerance, financial goals, and market conditions.
- Conducted risk assessments and implemented risk management strategies to safeguard portfolio performance.
- Monitored investment performance, conducted periodic reviews, and made necessary adjustments to optimize returns.
- Stayed abreast of market trends, economic indicators, and regulatory changes to guide portfolio allocation and decision-making.
CA Prajakta Ambekar
CA Prajakta Ambekar is highly skilled and experienced Chartered Accountant with 35 years of extensive knowledge and expertise in financial management, taxation, and strategic business planning. A proven track record of successfully providing financial advisory services and driving financial growth for organizations across diverse industries. Strong analytical abilities combined with excellent leadership and communication skills. Committed to upholding the highest ethical standards and maintaining compliance with regulatory requirements.
1. Financial Management and Advisory:
- Led financial management teams for multinational corporations, forecasting, and financial reporting activities.
- Provided strategic guidance and financial advice to senior executives, enabling informed decision-making and driving business growth.
- Implemented cost control measures and streamlined financial processes, resulting in significant cost savings and improved operational efficiency.
- Conducted thorough financial analyses, identifying potential risks and opportunities to optimize financial performance.
- Expertise in Project Reporting and Bank Funding
2. Business Advisory and Consulting:
- Provided strategic financial advice to clients, supporting business growth and expansion plans.
- Conducted financial feasibility studies and market research to assess potential investments and business opportunities.
- Developed financial models and projections to facilitate informed decision-making.
- Assisted in merger and acquisition transactions, conducting due diligence and evaluating financial risks.
CA Sampada Parnerkar - Amin
CA Sampada Parnerkar-Amin is an experienced auditor with a strong background in financial analysis, risk assessment, and compliance. Over 16 years of dedicated experience in conducting audits, ensuring accuracy of financial records, and identifying areas for process improvement. Proven ability to work independently and collaboratively with teams to deliver high-quality reporting. Committed to maintaining the highest professional standards and promoting transparency in financial practices.
Professional Skills
1. Accounting and Auditing:
- Performed comprehensive financial audits, ensuring compliance with accounting standards and regulatory guidelines.
- Developed and implemented internal control procedures, mitigating financial risks and ensuring accuracy and reliability of financial data.
- Collaborated with external auditors and regulatory bodies, ensuring adherence to legal and regulatory requirements.
2. Taxation and Compliance:
- Extensive experience in tax planning, compliance, and reporting for businesses and individuals.
- Prepared and filed tax returns, ensuring adherence to tax laws and optimizing tax efficiency.
- Advised clients on tax strategies, helping them minimize tax liabilities while remaining compliant.
- Conducted tax audits and successfully represented clients before tax authorities.
CA Anagha Deshpande
CA Anagha Deshpande is experienced Chartered Accountant having expertise in Financial, taxation, auditing, statutory compliances, system audits and procedural matters.
Professional Skills
1. Finance, taxation and Audits:
- Independent consultant for different companies from small scale to large scale for variety of clients (Individuals, partnership firms, Trusts and Private Limited Companies)
- Statutory audits, Tax audits, Internal audits and providing MIS, Transfer pricing working and Audit of various entities like Companies, Banks, Non-profit making Organisations including University of Pune
- Consultancy and Management statutory compliances in case of Direct and indirect taxes
- Preparation of project report and liasoning for availing Bank finances
- Performing Due Diligence audit
- Compliance with STPI requirements
- Handling tax assessments and appeals
2. Information Systems Audits:
- Writing Business processes, Risk – control assessment of business processes for SOX compliance, Compilation of security policy and procedures, Preparation of Audit & Inspection Manual
- Requirement analysis, Gap Analysis
- IS audit of leading TBA and Core Banking product implementation like Finacle, by Infosys, Omni by Infrasoft
- Assistance to Indian companies for documentation required for SOX audits (Tata Motors Ltd.)
- IS audit of Companies and for branches of Nationalised and Co-Operative Banks, Migration Audits
- Concurrent Audits of the Co-operative Banks, Credit Co-operative societies
MS. INDRAYANI SAVARKAR, ADVOCATE
A Pune based Legal Advisor, specializing in property and allied matters,
since the year 1999, providing services to various clients including
Individuals, Developers, Organizations, Companies, Professionals etc.
dealing with Immovable Properties or with any issues within the purview
of civil laws.
After completing B.Com., LL. B., Associated with Senior Advocate Vilol
Khaladkar, Vilol Khaladkar & Associates, from December 1998 to
Noyvember 2011 and thereafter Law Point, Advocates & Solicitors in
capacity of Senior Associate from December 2011 to July 2019.
Independent Practitioner since August, 2019.
Significant part of Work till now pertains to the transactions of purchase,
sale, redevelopment, development, lease, licenses of immovable
property with or without construction thereon and issues / matters
pertaining thereto.
In view of the above, Integral part of Work involved includes Legal Due
Diligence of Property, Raising Requisitions, Issuing Public Notice,
Issuing Notice/s, Notice Reply, drafting of requisite deeds / documents
with requisite interaction with clients, Conducting Searches in the
concerned offices / courts, issuing Due Diligence Reports, Title Reports
etc. pertaining to constructed and non-constructed properties, with
agricultural, residential, commercial, industrial usage etc.
Drafting of deeds / documents involved in & related to the above
transactions such as Memorandum of Understanding, Agreement to
Sell, Development Agreement, Joint Venture, Deed of Conveyance,
Lease Deed, License Agreement, other Contractual documents,
Agreements, Incidental documents such as Power of Attorney,
Supplementary document/s, Confirmation Deed, Rectification Deed,
Disclaimer Deed, Declaration etc.
Further, drafting of documents such as Partition Deed, Gift Deed,
Mortgage Deed, Exchange Deed pertaining to immovable properties,
Compromise / Consent Terms, Documents of Settlement, Project
Management Consultancy Agreement, Service Agreement,
Confidentiality Agreement, Association of Persons, Partnership Deed,
LLP Agreement, Will, Codicil etc.
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