Our Team

Sumit Bansal- FCA, Insolvency Resolution Professional, B. Com Hons. (SRCC)
Sumit is the managing Partner of the firm and spearheads the firm's practice in management consultancy, insolvency laws, direct & indirect taxes. He has had a good academic record with All India Rank 5th in CA Final as well as rank holder in graduation in Shri Ram College of Commerce. He has also completed following certificate courses:
  • Business Management by IIM - Ahmedabad
  • Indirect Taxes (Service Tax, Excise & VAT) by ICAI - New Delhi
  • International Taxation (incl. Transfer pricing) by ICAI, Delhi
  • International Taxation (Transfer Pricing & DTAA) by ICAI - Delhi
  • International Financial Reporting Standards (IFRS) by ICAI, Delhi
He worked for 2 years at Hindustan Unilever and 7 years at Citibank NA handling finance, supply chain, audit, taxation, business development & risk management verticals with responsibility including team management as well as P&L delivery. His last assignment in Citibank was as Vice President (Head of Business Development - SME loans, North India).

Having worked in both manufacturing and service industry he brings a good blend of hands on experience. His areas of special interest relate to direct & indirect taxation, management audit, insolvency laws, banking & risk management, early warning systems for loan monitoring. He has authored several articles on intricate issues relating to direct & indirect taxation as well as insolvency laws, published in reputed professional journals.
Preeti Bansal - FCA, B.Com.
Preeti is the founder partner of the firm. She completed her CA in 2006. Her areas of interest relate to Statutory Audit, Bank Audits and financial analysis & planning. She also looks after the general administrative functions within the firm. She has experience of bank statutory audit and tax audit.
Priyanka Agarwal - ACA, B. Com., DISA
Priyanka is a senior partner of the firm. She completed her CA in 2004. She has been working on Accounting Standards, Information Systems Audit, Financial Planning & Process Outsourcing. She possesses an experience in Audits particularly in bank audits, Concurrent Audits, Stock Audits, Finance & Preparation of Project Reports. Her core strength is in Information System Audit. She is also well versed with teaching skills and has been associated with teaching commerce & finance students in various capacities.
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