Kaustubh Yeole
Senior Associate | ERA - Global Equities | MBA (IIT Patna) | ACCA | CWM (US) | CFA L1 | Ex-DSP Mutual Fund
- Role
- Senior Associate at Whiteoak Alpha Advisors
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Kaustubh Yeole
Driven by a passion for uncovering market inefficiencies, I blend rigorous quantitative…
Experience
Senior Associate
Jan 2023 — Present · Mumbai, IN
Advised corporate clients and HNIs on GST compliance, corporate tax strategies, and tax optimization, reducing liabilities by 15%. Conducted equity research, analyzing market trends and financial statements for investment insights. Streamlined financial reporting and implemented GST-compliant procedures, gaining exposure to UAE VAT principles. Reviewed cross-border transactions, ensuring compliance with international tax frameworks and corporate tax regulations.
Education
The Institute of Chartered Accountants of India
Chartered Accountant
Sydenham College of Commerce and Economics
Master of Commerce - MCom, Banking, Corporate, Finance, and Securities Law
2020 — 2022
Sydenham College of Commerce and Economics
Bachelor of Commerce - BCom
2017 — 2019
ACCA
Association of Chartered Certified Accountants Accounting and finance , Global Taxation
Indian Institute of Technology, Patna
Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law
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