jeet

Finance Teacher
MUMBAI, India

Member since: May 26, 2009

Last active on: May 26, 2009 at 06:08 PM (EST)

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Teaching Preferences

Online Teaching

Face to Face Teaching

Teaches following Subjects/Exams
Finance (Accountancy)
Language of Instruction: English
Teaching Experience

Visiting Faculty

Indo German Training Centre, India

Aug 2007 - Present

Investment management

Visiting faculty

NMIMS, India

Jul 2006 - Present

Security Analysis, Portfolio Management, Wealth management, Financial Planning, Financial Analysis


Always got a feedback of 5.5 or above on a scale of 7

Corporate trainer

TATA AIG, India

Feb 2009 - Feb 2009

Wealth Management

Corporate trainer

State bank of India, India

Sep 2007 - Sep 2008

Wealth management

Corporate Trainer

Mahindra Kotal Securities Ltd, India

Apr 2008 - May 2008

Wealth management

Professional Experience
Chief Financial Planner
Veer Consultancy Services, Maharastra, India
Jan 2007 - Present

Preparing comprehensive Personal FInancial plans

Tax and Investment Consultant
Praful C .Shah ITP - STP, Maharastra, India
Jan 2003 - Dec 2006

Sucessfully worked two project finance projects worth Rs.80 crores.

Checking the Income Statements And Returns Before The Final Approval of Shri. P. C. Shah.

Finding The Supporting Case Laws for the cases of Tribunal as well as The Settlement Commission.

Studying various Project Proposals for Checking their commercial viability and making Recommendations thereof.

Representing various cases in front of Various Government Officials like ACIT, ITO And Registr

Education

Master in Commerce

University of Mumbai, India

Apr 2003 - Mar 2005


scored 73%

Bachelors in COmmerce

University of Mumbai, India

Apr 1999 - Mar 2003


scored 78 % with special subject of TAX and OR

Professional Exams & Certifications

CFP

FPSB-India, India

Year Of Passing: 2006

ARMFA

Maharastra, India

Year Of Passing: 2006

Associations & Membership
AMFI
Maharastra, India
Jun 2006 - Present
Publications and Research
Time to rethink your retirement plans
Jeet R.Shah

A news paper article detaiing issues of retirement planning

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