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Pratik Veer

Finance Executive @ Kalpa Prisha Fund Services | Project Finance, AIF

Mumbai

4+ years of work experience

Kalpa Prisha Fund Services
Nov 20259 mosPresent

Mumbai Metropolitan Region

• Strengthened operations management in Alternative Investment Funds (AIF) and Fund Management. • Coordinated and managed the client empanelment process, enhancing client relationships. • Handled distribution queries and TDS reconciliation, ensuring accurate financial reporting. • Collaborated with the Accounts team to facilitate timely payment releases and prepare MIS reports.
Arihant Superstructures Ltd
Mar 20259 mosNov 2025

Turbhe

• Managed accounts payable and receivable processes for real estate development projects. • Prepared accurate financial reports and statements for timely stakeholder delivery. • Coordinated with project teams to track budgets and optimize cost management. • Implemented process improvements that significantly reduced reconciliation time.
Sep 20222 yrs 6 mosFeb 2025

Mumbai, Maharashtra, India

• Executed comprehensive accounting operations, including bookkeeping and financial statement preparation for a diverse client portfolio. • Managed GST, TDS, and income tax filings, ensuring 100% on-time submissions and adherence to regulatory standards. • Developed strong client relationships, serving as the primary point of contact for financial and taxation matters.

Education

Sydenham College of Commerce and Economics

Graduation, Business/Commerce, General

Sydenham College of Commerce and Economics

20173 yrs2020

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Headline

Finance Executive @ Kalpa Prisha Fund Services | Project Finance, AIF

About

As a Finance Executive at Kalpa Prisha Fund Services, I contribute to strengthening operations management in Alternative Investment Funds (AIF) and fund management. My role includes managing client empanelment, addressing distribution queries, and ensuring accurate TDS reconciliation. Collaborating with the Accounts team, I help facilitate timely payment releases and prepare MIS reports, supporting efficient financial operations and compliance. A graduate of Sydenham College of Commerce and Economics with a degree in Business/Commerce, I bring a robust foundation in financial practices. My expertise spans AIF, GST, professional tax, and indirect taxation, supported by a certification in Foreign Trade. Proficient in English and Marathi, I am committed to fostering impactful client relationships and facilitating seamless financial processes.

Location

Mumbai

Work experience

Finance Executive at Kalpa Prisha Fund Services, Nov 2025 - Present · 9 mos, Mumbai Metropolitan Region, • Strengthened operations management in Alternative Investment Funds (AIF) and Fund Management. • Coordinated and managed the client empanelment process, enhancing client relationships. • Handled distribution queries and TDS reconciliation, ensuring accurate financial reporting. • Collaborated with the Accounts team to facilitate timely payment releases and prepare MIS reports.

Account Executive at Arihant Superstructures Ltd, Mar 2025 - Nov 2025 · 9 mos, Turbhe, • Managed accounts payable and receivable processes for real estate development projects. • Prepared accurate financial reports and statements for timely stakeholder delivery. • Coordinated with project teams to track budgets and optimize cost management. • Implemented process improvements that significantly reduced reconciliation time.

ACCOUNT & TAXATION EXECUTIVE at Nishant s mehta, Sep 2022 - Feb 2025 · 2 yrs 6 mos, Mumbai, Maharashtra, India, • Executed comprehensive accounting operations, including bookkeeping and financial statement preparation for a diverse client portfolio. • Managed GST, TDS, and income tax filings, ensuring 100% on-time submissions and adherence to regulatory standards. • Developed strong client relationships, serving as the primary point of contact for financial and taxation matters.

Education

Graduation, Business/Commerce, General, Sydenham College of Commerce and Economics

Pratik Veer - Finance Executive in Mumbai | Tal