CENTAUR is an India based full service Consultancy Company specializing in boutique Financial Advisory Services.
We assist eligible High Net Worth (HNW & UHNW) Non Resident / Resident Indian Individuals (NRIs), families, Trusts & Institutional clients in creating, building , growing and managing wealth in multiple asset classes by adopting prudent, objective, researched investment and asset allocation strategies tailored to their risk profile through Financial Advisers and Distributors registered with the Association of Mutual Fund Industry in India (AMFI)
Our practice areas includes
• Accounting, book-keeping
• Corporate Finance
• Business Plans
• Corporate Legal Advisory, Regulatory and Tax compliance
• investments in Mutual funds, Debt, Fixed income, Stocks, ETFs
• Capital Market, investment banking, trading
• Outsourced Financial Data processing, Microsoft Excel, Analysis, modeling, investment research, due diligence, valuation and appraisal, professional Report writing.
Sample investment portfolio analysis and report with chart
137282
DII & FIITrading pattern on BSE/NSE
170066
Draft Joint Venture Agreement
1934263
Workbook for a sample portfolio of investments
1934239
Sample investment portfolio analysis and report with chart
137282
DII & FIITrading pattern on BSE/NSE
170066
Draft Joint Venture Agreement
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Kokemus
Company Secretary in practice
elok., 2014 - Esittää
•
10 vuotta, 1
S Rajagopal and Associates
elok., 2014 - Esittää
•
10 vuotta, 1
Company Secretary in Practice , Insolvency Resolution and Bankruptcy professional offering services relating to Corporate Secretarial & allied business laws including (1) Companies Act 2013 (2) Corporate finance (3) Compromise, Mergers & Acquisition etc
elok., 2014 - Esittää
•
10 vuotta, 1
Managing Director
tammik., 2003 - Esittää
•
21 vuotta, 8 kuukautta
CENTAUR Financial Services Pvt Ltd
tammik., 2003 - Esittää
•
21 vuotta, 8 kuukautta
CENTAUR is an India based full service Consultancy Services Company specializing in boutique Financial Services including
• Accounting
• Corporate Finance
• Corporate, Legal, Regulatory and Tax compliance Advisory
• Mutual Fund investments, Fixed income Investments, Capital Market, investment banking, trading
• Outsourced Financial Data processing, Business Plans, Microsoft Excel, Analysis, modeling, investment research, due diligence, valuation and appraisal, professional Report writing
Institute of Cost and Works Accountants of India - ICWAI
1993 - 1996
•
3 vuotta
Associate Member
India
1993 - 1996
•
3 vuotta
Institute of Company Secretaries of India
1976 - 1979
•
3 vuotta
Associate Member, All India Medalist
India
1976 - 1979
•
3 vuotta
University of Madras
1967 - 1968
•
1
Post Graduate Diploma in Labor & Administrative Laws
India
1967 - 1968
•
1
Pätevyydet
Insolvency Resolution Professional
2017
National Institute of Securities Management
Limited Insolvency Examination
2017
NASAA-Investment Advisors Law Exam (RA)US Series 65
2006
NASAA/FINRA
NASAA-Investment Advisors Law Exam (RA)Series 65
I passed with a score of 80 in first sitting.
"An individual applying to be registered as an investment adviser or investment adviser representative under the Act shall provide the [Administrator] with proof of obtaining a passing score on one of the following examinations:
(1) The Uniform Investment Adviser Law Examination (Series 65 examination); or
(2) The General Securities Representative Examination (Series 7 examination) and the Uniform Combined State Law Examination (Series 66 examination)."
Source: http://www.nasaa.org/industry-resources/exams/sample-rule/
2006
Julkaisut
Non Resident Investment in Indian Economy'
Sothern India Regional Council, Instituite of Company Secretaries
Presented a Paper Titled 'Non Resident Investment in Indian Economy' at the Regional Conference of the Institute of Company Secretaries of India, Bangalore, India in 1983.