1. Vedula Mahadeva Sastry
301 A, Ashapura Darshan, Near P& T Colony, Nandivali Road, Dombivli [East] - 421 201
Tel. No. M- 9821837266 & 8879953748 E-mail: mahadevsastry1974@gmail.
OBJECTIVES :- To work with esteem organization in the field of Accounts/Tax/ Finance .
EDUCATION QUALIFICATION
 Chartered Accountant – Conducted by Institute of Chartered Accountants of India.
a) Group I in year November 2004.
b) Group II in year May 2002 .
 C. S. Inter: Both Groups in December 1999 by Institute of Company Secretary of
India
 B. Com.: Cleared in May 1996 conducted by University Of Mumbai.
 Also Passed exam conducted by Association Of Mutual Fund Of India (AMFI) -
Mutual Fund (Advisors) Module of the NSE’ S Certification in Financial Markets
(NCFM) .
Work Experience
1) Presently working with Allegiance Advisors Pvt. Ltd. Since October 2007 as Assistant
Manager-Investment Services
Allegiance Advisors Pvt Ltd is a Financial Advisory company and acts as a broker, offering
services mainly in investment management in various mutual fund schemes for clients. The
primary objective of the company is to help clients reach their financial goals through a
comprehensive and service oriented approach to financial management. The company
focuses on developing client base, in the following categories viz. High Net worth Individuals,
Corporate, and the Mass Affluent.
Responsibilities
• Analysis of various products to understand the suitability and to fit into an investor’s
portfolio by using MFI Explorer software.
• Regular monitoring of the client’s portfolio and portfolio reconstruction based on
market dynamics.
• Maintaining constant market vigilance to identify any change in market position of
Mutual Funds.
• Preparing Model portfolio options based on a) the risk profile of the client and b) the
current performance of the funds we track and recommend.
• To meet various clients, update about markets and their investments.
• To interact with the various fund houses on a regular basis.

2. • Looking after brokerages from mutual Funds.
• Payment of brokerages to sub Broker.
• Handling renewal of AMC contracts, rent agreement and allocating work to office
assistant.
• Finalizing Balance sheet & Profit and Loss Account and Filing of Returns of the
company (Income tax/ TDS returns/Annual Return)
• Maintaining books of accounts of the organization using “Tally 7.2”
• Preparing cash flows of the company.
2) Pinnacle Financial Consultancy and Investments Service Pvt. Ltd: From 14th
Feburary, 2001 to 14th
September, 2007 as Assistant Manager- Accounts.
Responsibilities
• Finalizing Balancesheet & Profit and Loss Account and Filing of Returns of the
company (Income tax/ TDS returns/Annual Return)
• Maintaining books of accounts of the organization using “Tally 7.2”
• Preparing cash flows of the company.
3) Mata Securities India Pvt Ltd - Trainee
January 2000 to December 2000
Others
• Completed Article-ship training from Gondalia & Mandviwala (April 1996 – May 1998)
and continued with same firm as senior auditor till December 1999.
Personal Details
Age : 40 yrs
Date of Birth : 20th
December, 1974
Marital Status : Married
Hobbies : Listening to Music
Languages Known : English, Hindi, Marathi, and Telugu
Reference:
Will be provided on required basis