Professional qualifications
FCA, CFA charterholder, CWM®, Registered Valuer and DISA (ICAI).
Valuation · Modelling · Professional practice
CA. Ankit Pareek, CFA
Fellow Chartered Accountant · CFA® charterholder
Chartered Wealth Manager® · Registered Valuer (SFA)
10+
Years of post-qualification experience
Valuation · Financial modelling · Audit · Taxation
Perspective
Experience that combines professional practice with a practical understanding of credit and business finance.
My work covers valuation, financial modelling, audit and assurance, taxation, project finance and finance-related business advisory.
Across these areas, I focus on the purpose of the assignment, the underlying financial information and the practical implications of the conclusion. Earlier retail credit experience adds a lender's perspective when a matter involves cash flow, leverage, repayment capacity or funding.
About my experienceServices
Professional services across valuation, finance, assurance and taxation.
Explore each area for its purpose and detailed scope.
Valuation
Valuation of businesses, equity shares and other financial assets for a defined purpose.
Financial Modelling & Analysis
Preparation and review of financial projections, analytical models and sensitivity analysis.
Audit & Assurance
Audit and review assignments covering financial reporting, compliance, internal controls and documentation.
Direct & Indirect Taxation
Support with tax compliance, audits, assessments, appeals and the tax implications of business transactions.
Credit & Project Finance
Financial assessment and documentation support for working capital, term lending and projects.
Business Finance & Advisory
Financial review and practical inputs on cash flow, performance, controls, funding and commercial decisions.
Financial Literacy & Professional Learning
Practical learning sessions on financial literacy, valuation and related finance subjects.
Career & Professional Mentoring
Practical career guidance, with a particular focus on finance and related fields.
Credentials
Qualifications, education and professional learning.
Credentials across chartered accountancy, valuation, finance, information systems audit and specialised professional subjects.
Executive & academic
Advanced valuation education and an undergraduate degree.
Professional certificates
Learning in wealth management and financial planning, business valuation, NPOs, bank audit, overseas outsourcing and financial modelling.
Articles
Professional articles will be added here.
Future articles will explore valuation, financial modelling, accounting, taxation, finance and financial literacy.
Visit articlesProfessional enquiry