Manish Lodha
Investment Banking | Chartered Accountant | CA | Ex- EY | Finance |
- Role
- Investment Banking Analyst at Capwise Financial Services Private Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Manish Lodha
Hello, I\'m Manish Lodha, a Mumbai-based Chartered Accountant currently serving as a Consultant in Corporate and International Tax at Ernst & Young LLP. My expertise lies in financial analysis, transfer pricing, and regulatory compliance across diverse industries including medical, pharmaceutical, steel structures, power generation, and tire sectors.At EY, I specialize in analyzing financial statements, evaluating business models, and ensuring adherence to arm\'s length pricing principles. My role involves developing strategic insights, preparing transfer pricing documentation, and advising on tax implications of supply chain restructuring.Previously, as an Article Trainee at GMJ & Co, I gained valuable experience in Direct Taxation, Auditing & Assurance, and Accounting. I managed tax audits, conducted statutory audits for private limited companies, and provided expertise in group restructuring and mergers.I cleared the CA Final exams in November 2023 on my first attempt. My educational background is complemented by certifications in Research Analysis (NISM) and investment banking simulations from renowned global banks.Proficient in Financial Modeling, Advanced Excel, and various taxation software, I combine technical skills with strong analytical capabilities. Beyond my professional pursuits, I actively volunteer at Mewad Samaj for donation drives, reflecting my commitment to community service.I\'m passionate about leveraging my expertise to drive innovation and excellence in finance and taxation. Always eager to take on new challenges, I look forward to contributing meaningfully to dynamic organizations in the field
Experience
Investment Banking Analyst
Capwise Financial Services Private Limited
Jul 2025 — Present · Mumbai, IN
Education
St. John's High School
SSC, overall
The Institute of Chartered Accountants of India
CA Intermediate
The Institute of Chartered Accountants of India
CPT
The Institute of Chartered Accountants of India
CA Finals
Thakur College of Science & Commerce
HSC, Commerce
K.P.B Hinduja College of Commerce
Bachelor's degree, Business/Commerce, General
2019 — 2021
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