Manish Lodha

Investment Banking Analyst @Capwise Financial Services Private Limited

Mumbai, MH, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2025 — Present

Investment Banking Analyst @Capwise Financial Services Private Limited

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Mumbai, IN

EDUCATION

N/A

St. John's High School

SSC, overall

N/A

The Institute of Chartered Accountants of India

CA Intermediate

N/A

The Institute of Chartered Accountants of India

CPT

N/A

The Institute of Chartered Accountants of India

CA Finals

N/A

Thakur College of Science & Commerce

HSC, Commerce

2019 — 2021

K.P.B Hinduja College of Commerce

Bachelor's degree, Business/Commerce, General

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

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