Managing Partner - Apte and Co
I am the Managing Partner at Apte & Co., a chartered accountancy firm started over 3 decades ago by industrious my parents! Our firm handles assurance engagements, India entry strategies, business valutions and cross border tax issues for a variety of clients.
We work with several Indian businesses of select Multinational Corporations and home grown, reputed business enterprises. I have oversight responsibility for the assurance assignments of the firm and I directly lead the valuation and India entry strategy practice for the firm!
I have had the great pleasure of setting up this advisory practice from grounds up and make it into a formidable vertical in a short span of 5 years. Our firm has undertaken valuation assignments aggregating to more than US$ 10 Billion over the last 5 years. We have also been privileged of earning the trust of several overseas clients in choosing us as their partner in setting up businesses in India.
Our expertise lies in understanding the Indian markets as well as the requirements of overseas customers and being able to guide them in successfully navigating the unique Indian business environment. I like to call my work as being the incubator of Indian business for multinational corporations.
In the course of bringing in overseas business to India, I have also been able to take my own firm overseas by setting up a business entity in Singapore and Canada to better serve the South East Asian and North American clients.
Co-founder - Wiseinvestor.in
I am also a co-promoter of an investment advisory startup called Wiseinvestor.in where we focus on providing value based investment and wealth creation and planing advise to HNI individuals and Small and Medium Sized businesses.
Qualified Indian Chartered Accountant | Chartered Financial Analyst | Chartered Accountant Australia New Zealand | Registered Valuer for Securities and Financial Assets | Insead Alumni
I am a qualified and practicing Indian Chartered Accountant (CA). I happen to be an Associate Member of the Institute of Chartered Accountants of India. I have ranked 5th All India Ranking during my CA final examinations and 31st All India Ranking during my CA intermediary (PE-II) examination. I have also held the best paper award in my Final examination in the subject of Management Accounting and Financial Analysis.
I am also a qualified Chartered Financial Analyst. I am a Charter holder of the CFA Institute, US.
Futher, I am also a member of the Institute of Chartered Accountants of Australia and New Zealand (CA ANZ) having qualified the Chartered Accountancy Mutual recognition program hosted by the said Institute.
I am also a Registered Valuer (RV) for the asset class of Securities and Financial Assets with the Insolvency and Bankruptcy Board of India.
I am a alumni of the Insead Business School, having completed the Executive Degree Program in Finance in 2023.
I graduated in commerce from Narsee Monjee College, Mumbai, India and did my masters from Sydenham College, Mumbai, India.
Treasurer - Rotary Club of Mumbai West Coast
Part of the Board of Directors for two years which saw 2x increase in CSR contributions and the Club taking in several socially relevant and interesting projects such as setting up of an Eye Hospital, carrying out heart surgeries for children in association with the Kokilaben Dhirubhai Ambani Hospital and delivering several life saving equipments in the area of Mumbai to various tertiary care hospitals in Mumbai.
Co-author - Fixed Income Markets in India - Investment Opportunities for you! [ISBN 9350237547 | Jan 2012]
Co-authored a book on Fixed Income Markets for India. This book has been extremely well-received by people across sections. So much so, that we came out with a second edition for the book in just 5 months after its first release. You can opt to buy the book from amazon here.