Nitish Garg

Contact- www.linkedin.com/in/nitishgarg- (LinkedIn) Top Skills  Accounting / Taxation  Team Handling  Financial Advisory Languages Hindi (Native or Bilingual) English (Professional Working) Certifications  Associate Financial  Nitish Garg Financial Advisor | Financial Planning | Accounting& Book Keeping New Delhi, Delhi, India Summary Financial planning expert with over 8 years of experience inadvising and consulting startups across various domains. Holds a Post Graduate Diploma in Financial Planning and several certifications in mutual funds, securities, and derivatives. Currently an advisor at Vertex Services, a company that provides accounting and bookkeeping services to clients in India and abroad. Have a proven track record of helping startups scale their business and build their growth strategy, using his skills in taxation, bookkeeping, accounting, and fundraising. Have worked with startups like LoanAdda, DiyGuru, Wizcounsel, Infollion Services, and more, creating investment collaterals and attracting potential investors. I am passionate about interacting with startup founders, like-minded souls, and partners for mutual growth. Planner (AFP)  Chartered Accountant (ATC)   QBO Pro Advisor Accountant Xero Certified Accountant Experience Vertex Services Consultant September 2018 - October 2023 (5 years 2 months) New Delhi Area, India Provide all types of accounting and bookkeeping services Tax Returns- W2s, 1099s, and 1040s Bookkeeping/Accounting AP/AR Management Reconciliation Report Generation Page 1 of 4 Avenon Consultants 3 years 9 months Co-Founder January 2020 - September 2023 (3 years 9 months) New Delhi, Delhi, India  Helping Startup founders in the preparation of investment collateralsPitch deck, Financial Models, One Pager etc.  Connecting them with interested VC firms, family officers & angel investors  Building connection with various VC firms globally to pitch our startup clients to them. Ameriprise Financial Services, Inc. Financial Planning Analyst February 2018 - September 2018 (8 months) Gurugram  Performed activities related to financial plan preparation process within thedefined turnaround time & worked as a part of team to contribute to team functions & responsibilities.  Supported other analysts in financial data comprehension and data entry of theUS based existing as well as prospect clients.  Analysed and documented financial plans based on the clients' information asprovided by the advisers. SKI Capital Services Limited Research Analyst Trainee August 2017 - December 2017 (5 months) New Delhi Area, India  Responsibility to get prospect client meetings particularly in the retail segmentand getting them on-board.  Analyzing the risk appetite of these clients and providing them with thefinancial solutions with the help of in-house investments products.  Timely reviewing the portfolio and taking necessary action if the investor facedany issues related with the same. Page 2 of 4 Adventure Infotech Private Limited (LoanAdda. com) Financial Sales Consultant August 2016 - March 2017 (8 months) Noida Area, India Looked after the retail segment for the funding needs Home Loan Personal Loan Business Loan Auto Loan Mukesh Vaibhav & Associates Financial Analyst December 2014 - May 2016 (1 year 6 months) New Delhi Area, India •Dealing with different clients to understand their Trading scopes and status of accounting. •Performing periodic financial audit of the company. •Managing their financial systems and budgets. K. Tayal & Associates-- Chartered Accountants Assistant August 2011 - August 2014 (3 years 1 month) Tax Assistant Assignments worked upon: - Preparation and Filing of Income Tax, TDS, Service Tax return for the Companies, Firms and Individuals. - Tax Audits. - Drafting and finalization of Balance Sheet, Notes to Accounts and Audit Report. - Audit of various concerns including: - Builders and Developers/ Manpower Recruiting Firm/ Traders, Service Providers Assisted in preparation of Income Tax cases and assisted in rectification and refund matters. Page 3 of 4 Education International college of financial planning Post Graduate Diploma in Financial Planning, Financial Planning and Services · (2016 - 2017) Delhi University Bachelor of Commerce (BCom), Commerce · (2009 - 2012) Page 4 of 4