Ssagar M Dave

About Ssagar M Dave

Hi! I\'m Sagar Dave, a Chartered Accountant and a certified Chartered Wealth Manager. My journey in finance is marked by a variety of certifications, including Investment Adviser, Research Analyst, and Mutual Fund Distributor, reflecting my versatile expertise in the field.My career began in the audit departments of CA firms and evolved as I led accounts and compliance in private corporations, crafting a foundation that fuels my current endeavours.Driven by a commitment to financial literacy, I\'ve dedicated the last five years to the Not for Profit sector. Believing in the power of knowledge for sustainable living, I aim to unravel the complexities of finance for others. Through personalized wealth management and financial planning, I strive to equip individuals and communities with the tools they need for financial security.You can reach out to me on f••••••••@gmail.com

Experience

1. Finance Accounting Consultant

   Sonrisas De Bombay

   Apr 2021 — Present · Mumbai, IN

   Sonrisas de Bombay is the sister concern of Mumbai Smiles Foundation registered in Spain. The role here included1. Preparing budgets for the various projects in Asian subcontinent2. Monitoring the project advancements vis-à-vis the project matrix and LFAs for all the projects3. Overlooking the project requirements and corresponding changes in budgets and MOUs during the project\'s currency.

Education

• Mithibai College of Arts Chauhan Institute of Science and Amrutben Jivanlal College of Commerce and Economics

  Bachelor of Commerce (BCom), Business/Commerce, General

  2008 — 2013

• The Institute of Chartered Accountants of India

  Chartered Accountant, Accounting and Finance