CA Riya Arage, CFA, CPA

Business Associate

Riya Arage has 6+ years of experience in the finance industry. She has worked with a mid-size CA firm in India, resolving complex tax issues, auditing companies with turnovers of over INR 600 million, advising HNIs who were promoters of listed companies, and acting as a virtual CFO.

Later, she joined JPMorgan Chase & Co., where she worked in areas such as transfer pricing, control, and valuation, dealing with global stakeholders. She was promoted and received multiple excellence awards during her tenure at JPMorgan Chase & Co.

Currently, she is providing outsourcing services to clients in Australia, USA and UAE. She is having expertise in providing services in various domain viz Financial Planning and Analysis, Taxation, compliances and Accountancy.
We support AIF and PMS structures with end-to-end assistance across fund structuring, regulatory compliance, and investor reporting. Our experience includes Regulation D filings, Blue Sky compliance, annual renewals, EIN registrations, and coordination during fund setup.
We handle investor tax reporting, including Schedule K-1 and K-3 preparation, working closely with administrators, tax advisors, and auditors to ensure accuracy and timeliness.
Our team has worked with large, regulated Indian asset management platforms managing significant AUM (ranging from ~?2 lakh crore to over ?10 lakh crore), providing exposure to institutional-grade reporting, compliance, and financial analysis for pooled investment vehicles. We support AIF and PMS structures with end-to-end assistance across fund structuring, regulatory compliance, and investor reporting. Our experience includes Regulation D filings, Blue Sky compliance, annual renewals, EIN registrations, and coordination during fund setup. We handle investor tax reporting, including Schedule K-1 and K-3 preparation, working closely with administrators, tax advisors, and auditors to ensure accuracy and timeliness. Our team has worked with large, regulated Indian asset management platforms managing significant AUM (ranging from ~?2 lakh crore to over ?10 lakh crore), providing exposure to institutional-grade reporting, compliance, and financial analysis for pooled investment vehicles.