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Chartered Accountant | Upstox - Finance | Tax Consultant - Ex EY (Singapore) | Mergers & Acquisition - Ex PwC | Corporate and International Tax - Ex KPMG

About

Chartered Accountant with 5+ years of hands-on experience across Singapore and India. Currently working in a high-growth fintech group while specializing in corporate tax assessments, tax advisory, and M&A tax for domestic and multinational clients. Deep expertise in M&A tax structuring—including business consolidations, share swaps, cash repatriation strategies, and cross-border transaction optimization—alongside corporate and international tax advisory covering DTAA analysis, PE determinations, tax abatements, and complex jurisdictional structuring. I’ve served clients across hospitality, manufacturing, technology/ITES, and FMCG sectors I’ve led direct and indirect tax compliances—including successfully closing a GST audit with no major observations—and managed finance controllership in dynamic fintech settings like Upstox. This builds on my time at EY Singapore, PwC India (Deals Tax), and B S R & Co. (KPMG)

Location

Mumbai

Work experience

Manager at Upstox Securities India Private Limited, Jun 2024 - Present · 2 yrs 2 mos, On-site, Identified and executed intercompany tax structuring and cash flow optimization strategies, delivering ~INR 40 crore in savings. Structured and implemented intercompany financing arrangements, including loans and cross-entity transactions. Led all direct and indirect tax compliance and the group’s GST audit, driving tax efficiency. Executed tax-efficient business reorganizations, including slump sales and intra-group transfers. Led ESOP-related financial oversight, liaising with external valuers, resolving queries, and ensuring accurate financial reporting and compliance. Prepared monthly group financials and supported analytical reviews across key areas including expenses.

Associate Manager at Upstox Securities India Private Limited, Jun 2024 - Apr 2026 · 1 yr 11 mos, Mumbai

Tax Consultant at EY, Dec 2023 - Jun 2024 · 7 mos, Singapore

Senior at EY, Dec 2023 - Jun 2024 · 7 mos, (EY Singapore), Managed preparation and filing of Singapore corporate tax returns for domestic and multinational clients. Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement. Analyzed DTAA applicability and coordinated with authorities to obtain Tax Residency Certificates. Handled tax authority correspondence, including drafting and filing responses to queries and notices.

Assistant Manager at PwC India, Apr 2023 - Dec 2023 · 9 mos, Mumbai, Maharashtra, India

Associate at PwC India, May 2022 - Apr 2023 · 1 yr, Mumbai, Maharashtra, India

Assistant Manager at Price Water & Co. LLP (PwC), May 2022 - Dec 2023 · 1 yr 8 mos, Advised a multinational hospitality group on India business consolidation via a tax-efficient share swap, supporting end-to-end execution across structuring, regulatory review and implementation documentation. Designed tax efficient shareholding and cash repatriation structures for multinational clients. Executed capital restructuring assignments including rights issues, preferential allotments, and shares with differential voting rights, ensuring compliance with corporate and foreign exchange laws. Performed jurisdictional and treaty-based analyses to evaluate alternative operating models for cross border transactions considering corporate law, foreign exchange, and tax treaty implications and commercial feasibility. Contributed to internal knowledge building and research; developed strong expertise in Companies Act, Foreign Exchange Laws, and Income Tax Act.

Senior Executive at B S R & Company (KPMG member firm), Apr 2018 - May 2022 · 4 yrs 2 mos, Pune, Maharashtra, India, Managed end-to-end corporate tax compliance for 30+ domestic and multinational clients, including preparation, review and filing of income tax returns and related submission. Advised clients on tax structuring and liability optimization, identifying opportunities for abatements and efficient tax positions. Coordinated with external counsels for opinions on complex domestic and cross-border tax matters. Evaluated DTAA implications, POEM, and Permanent Establishment exposure; advised on tax treatment of royalties and capital gains in cross-border contexts. Led tax litigation support, liaising with authorities and handling appeals up to the Appellate Tribunal. Supported tax matters for a global automotive MNC, covering technical research, compliance, and litigation strategy.

Articled Assistant at B S R & Company (KPMG member firm), Apr 2018 - Sep 2020 · 2 yrs 6 mos, Pune, Maharashtra, India

Education

CA, Accounting and Finance, The Institute of Chartered Accountants of India

Bachelor of Commerce, S K Somaiya Vidyavihars College of Arts Science & Commerce Vidyavihar Mumbai 400 077