On a Mission to Help 1M Finance pros Master FP&A skills | Author of All About FP&A | Building FP&A Professionals Institute

▶️ Follow me for new and interesting content on Finance and FP&A ▶️

Hi, I’m Asif, a Financial Planning and Analysis (FP&A) professional and an entrepreneur from heart.

I have 12+ years of experience in Financial Planning, Budgeting, Forecasting, Audit and Tax. I have worked with organizations like EY, Citi and Pfizer.

Professionally my interests lie in Financial Planning & Analysis (FP&A) and in my current role with Coursera, I'm responsible for Planning. Budgeting and Forecasting for India and APAC. 

In my previous FP&A roles at Citi, Pfizer and Great Learning I partnered with  finance and business leaders on various projects.

Before Citi, I worked with EY as an Audit Executive. I was responsible for planning, executing and concluding audits for listed companies.

This unique blend of experiences in FP&A and Audit, has allowed me to develop an holistic understanding of how businesses function.

Core expertise :
Financial Planning & Analysis (FP&A)
Budgeting
Financial Planning
Financial Forecasting
People Management
Management Reporting
Finance Business Partnering
Auditing
Taxation
Content Creation

To have a quick chat you can call me on +91 8097379663 or email me at asif.masani@gmail.com

Asif Masani

Day 2/30 of 🎥 30-Day Claude + Excel Challenge
Day 2 - Setting Up Claude Inside Excel

Today we move from theory to setup.
If you want to use Claude with Excel, this is the step that unlocks everything.

Here’s what we cover:
• How to create your Claude account
• Why you may need Claude Pro ($20/month) for the Excel add-in
• How to install the Claude for Excel add-in and connect it to excel.

⚠️ Important: If you’re using a company laptop, check your IT policy before installing any AI tool. I strongly suggest starting on your personal device.

Once installed, Claude appears inside Excel as a chat panel.
That’s where the magic begins.

Tomorrow, we start asking Claude real Excel questions  formulas, analysis, explanations.
If you’re part of the challenge, comment Day 2 done once you’ve installed it.

Day 3 drops tomorrow.
Follow me for the entire journey.

Also I’ve opened 100 more for the Using Claude using Excel for FP&A Course
Join here : https://lnkd.in/dMS3g_pb
If you miss the top 100, comment Claude below and I’ll get you added.
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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔

Helping 1M Finance pros Master FP&A skills | FP&A Jobs | Director at FP&A Professionals Institute | Author of All About FP&A, From Accounting to FP&A and Data storytelling Playbook | Udemy Instructor

I am a dynamic Chartered Accountant with diversified & distinctive skill set. I am skilled in Drafting Replies, Tax Assessments, Appeals at CIT(Appeals) & ITAT, Post Search Proceedings, Income Tax Compliance, Web Content Writing, Preparation of Presentations including contribution to Finance Budget Presentation of Voice of CA(NGO) since 2018, Book-keeping, Dealing with Tax Officers & Clients with varied interests like Public Speaking, Listening to Music, Content Writing, Reading Suspense Novels, Social Work and so much more. 
I am also tech-savvy beholding the working knowledge of Tally ERP, MS Office, Genius - Tax return filing software & a little bit of Oracle. Moreover, good communication & interpersonal skills facilitate good peer, manager & client relationships. 
I am looking for a job opportunity in Indirect Taxes (Compliance or Litigation) where I can create value for the organization & myself simultaneously. 


CA Agarwal

Filed your return on time… but refund still not credited? 🤔

You’re not the only one.
This year, many taxpayers are facing unexpected delays.

Want to know what’s really causing it and what you can do?

Watch the video till the end.

#ITR #IncomeTaxIndia #TaxRefund #ITR2026 #TaxUpdates #RefundDelay #MasterBrains

CA Neha Agarwal

One wrong decision can turn a smart tax plan into a costly mistake.

Expense actually paid but not allowed by law? It will be added back during scrutiny. Tax, interest and penalty follow.

In taxation, intention does not matter.

Only legal compliance does.

Save this if you deal in property sales. DM Master Brains Consultancy for the right tax advice.

#TaxTips #CapitalGains #PropertyTax #IncomeTaxIndia #TaxCompliance #RealEstateTax #TaxMistakes #CAAdvice #MasterBrains

Capital Gains on ETFs Explained 💰

Before investing in ETFs, know this 👇

Tax treatment depends on equity exposure — not holding period.
If an ETF has more than 65% in debt instruments, it becomes a Specified Mutual Fund under Section 50AA:

❌ No LTCG benefit
❌ No indexation
❌ Always taxed as STCG (slab rate)
Held for 1 year or 3+ years?

➡ Still Short Term.
Bharat Bond, Gold/Silver, International ETFs — all taxed as STCG.

✅ Check equity exposure
✅ Understand tax impact
✅ Plan smartly

Smart investing starts with smart tax planning.

Follow Master Brains for simplified finance insights 🚀

#ETFs #TaxPlanning #CapitalGains #InvestSmart #WealthBuilding #PersonalFinanceIndia #StockMarketIndia #PassiveInvesting #MutualFunds #FinancialLiteracy

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The Battle

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