Real Estate Chartered Accountant

NIKHIL D. SHINDE

Chartered Accountant, CFA Level II Candidate, B.Com

Address: */**-**, ******** ***** CHSL,

4th L.T.Nagar, M.G.Road, Goregaon (West),

Mumbai 400104.

Tel: +91-845**-*****

E-mail: ****************@*****.***

WORK EXPERIENCE

Nikhil Shinde & Co (Chartered Accountant Firm) Oct’18 - Current Owner

As the proprietor of a chartered accountancy firm, I manage a diverse client base across multiple sectors including education, automotive, infrastructure, and real estate. Key Responsibilities:

Finalization of accounts and filing of Income Tax Returns, GST Returns, and conducting Tax & GST Audits.

Preparation of financial statements including Profit & Loss Account, Balance Sheet, and various valuation reports (Share Valuation, Fair Market Value, Net Worth).

Advisory services for investment planning, insurance, and cash flow management.

Business structuring and incorporation, along with complete financial and taxation advisory for new ventures.

Current clientele includes:

o An international K–12 school

o A global automotive brand’s Mumbai showroom

o A regional road transportation management system project o Multiple real estate development and investment firms Deutsche Bank Oct’17 – Jan’18

Analyst

Worked in the investment banking division supporting senior bankers in deal execution and origination. Key Contributions:

Built and reviewed complex financial models for M&A, debt capacity analysis, and valuation (DCF, SOTP, Comparable Company Analysis).

Assisted with acquisition financing, credit assessments, and rating advisory.

Conducted in-depth industry and client research for pre-deal evaluations and presented findings to senior leadership.

The Royal bank of Scotland Feb’16 – Oct’17

Analyst

Engaged in investment banking support and deal analysis, with a completed secondment in London. Responsibilities:

Created detailed pitchbooks, teasers, and IMs with storyline-driven presentations.

Performed financial due diligence and industry research for transaction support.

Supported cross-border assignments and contributed to company case studies.

Successfully completed a secondment with RBS in London A. N. Kothari & Co.

Article Assistant Feb’12 – Mar’15

Trained across multiple verticals including audit, tax, and valuation during articleship. Assignments Included:

Conducting statutory, tax, and VAT audits for private companies.

Preparing valuation reports, net worth assessments, and assisting with transfer pricing documentation.

Supported due diligence exercises and assisted in drafting audit reports. QUALIFICATIONS

Degree Institution Year Performance

CFA (Level 2 candidate) CFA Ongoing -

Chartered Accountant (CA) ICAI May-15 55%

B.Com. Narsee Monjee College 2013 76%

HSC Narsee Monjee College 2010 74%

SSC Maharashtra State Board 2008 89%

CORE SKILLS

Financial Reporting & Taxation

Valuation (DCF, FMV, SOTP, NAV)

GST, Direct Tax & Regulatory Compliance

Business Incorporation & Advisory

Investment & Insurance Planning

Strategic Financial Planning & Cash Flow Management

MS Office Suite (Excel, PowerPoint, Word)

Client Engagement & Communication

Languages: English, Hindi, Marathi, Gujarati

OTHER DETAILS

Date of Birth 11th November 1992

Marital Status Married

Father’s name Dnyaneshwar G. Shinde

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