Your Service Expert in India

Dedicated Cost Accountant with a proven track record of providing accounting support to a variety of operating groups and manufacturing plants. A strong understanding of GAAP, related government requirements, internal controls, cost accounting procedures, and cost modeling tools and methods is essential. To effectively detect variations, you must have demonstrated analytical abilities and the ability to analyze complicated data in meaningful and relevant ways.

Introduction

 

We, Upreti & Co., have been established to provide outstanding client services due to our absolute dedication to underlying these values such as competency, professionalism, responsibility and accountability, honesty, integrity, and dedication.

Our firm represents an alliance of specialized skills that are outfitted to offer sound financial solutions and advice.

 

Mission Statement

Our mission is to render the high quality of professional services to clients, upholding the highest standard of ethics and integrity of the profession.

To endeavour to be industry pioneers by offering some value-added Services to our clients above their desires.

Vision

To establish a one roof platform for clients for all their professional needs with the motive of the CMA profession and to serve for the nation.

Our Beliefs

We believe in moral values and accept that there is no shortcut to quality professional services.

About Acheivements

• CMA Neeraj Upreti has more than 7 years of experience in the field of Indirect Taxation, Reviewing Internal Control systems, Cost Audits, Maintenance of Cost Records, Valuation Certifications, and implementation of Cost Accounting Systems, Fixed Assets Verification, Cost Data Analysis, etc.

 

• He has experience in the implementation of ERP Software and is well versed in different modules of ERP (Financial Module, Commercial Module, and HR Module).

 

• He has been Awarded by the CERTIFICATE OF APPRECIATION by the INDIAN SOCIETY OF MANAGEMENT ACCOUNTANTS.
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• He has been Awarded by the CERTIFICATE OF EXCELLENCE as a team leader in the NATIONAL COST CONVENTION held by The INSTITUTE OF COST ACCOUNTANTS OF INDIA.

 

• His Various articles on various topics have been published in the NIRC newsletter of the Institute.

 

• He is a regular Faculty member of NIRC of ICAI-CMA on various topics.

CMA Manish Kandpal has been acknowledged by the President of ICAI for his special contribution to the finalization of guidance notes on the maintenance of cost records and audit of the construction industry issued by ICAI.

I having a vast experience in respect to Merger, Demerger, Acquisition, RBI compliances, NBFC statutory filings in respect to RBI and Company Act

CS Poonam Agarwal [ACS, B.Com (H), LL.B], associated with the profession of Company Secretaries since 2018, is presently practicing as a Company Secretary and was previously associated with a reputed Listed Company for 1.5 years. She specializes in handling complex assignments of Corporate Laws, Securities Law & FEMA Laws.

She is regularly appearing before various Quasi-Judicial Authorities and other regulators. She has immense knowledge and exposure relating to legal, secretarial, IPR, financial, and other sectors. She has lead from the front, playing a key role in the strategic growth of the organization. She is actively engaged in various social activities.

Poonam Agarwal & Associates is a full Services Corporate Advisory Firm with a team of expert professionals all across India viz. Company Secretaries, Chartered Accountants, Advocates, etc, having rich experience & professional expertise in dealing with matters relating to Corporate, Secretarial, Company Law, Corporate Laws, Foreign Exchange Laws (FEMA & RBI Regulations), Corporate Advisory (Incorporation of Companies, Infusing Foreign Equity, Government Approvals, etc.), Taxation, Auditing, Financial Advisory, Securities Laws, Due Diligence, Joint Ventures, Listings, and Capital Market Transactions, Registration and Licenses, Startup Services, IPR’s, Consultancy, Litigation Support, Outsourcing, and other Allied & Legal matters.